Strategy: Tax-Deferred, Tax-Free Growth
Real Estate investments with a Self Directed IRA or 401(k) are fully permissible under the Employee Retirement Income Security Act of 1974 (ERISA). As an alternative to the stock market, income-producing real estate investments can provide your retirement plan with monthly income as well as long-term gains through appreciation.
Since the mortgage crisis and subsequent foreclosure explosion beginning in 2007, real estate investors with cash have dominated the marketplace, including Self Directed IRA & 401(k) retirement plans.
Almost all types of retirement plans can be utilized for income-producing real estate investments, with the exception of employer sponsored plans whereby the employee is currently employed by the employer. These include, but are not limited to: Traditional & Roth IRA, SEP IRA, SIMPLE IRA, 401(k), 403(b), Profit Sharing Plans, Qualified Annuities, Coverdale Educations Savings, Money Purchase Plans.
If you need to set up a Self Directed IRA or 401(k), call us or fill out a contact form.