Most of you might say: “that’s impossible”. Well, I’ve got news for you, it is possible. We’ve had over the years many retirees invest their IRA or 401K funds in Beach front lot or condominium, Ocean view lot or condominium, Single-family home or villa, Raw land for future subdivision development or Bed & Breakfast, hotel or commercial property.
You are looking to buy your retirement home ahead of time, so you get in before Costa Rica becomes too expensive for you? You rent the home until you need it; you might as well save yourselves some tax dollars and take advantage of this possibility if you are a U.S. citizen and have money sitting in an I.R.A. account, getting little interest, and use it to purchase your new house. There are many advantages to it if you do so, read up on it or ask your GoDutch realtor for more info.
Do you know you can buy real estate in your IRA? Well, you can. And that's not all.
IRA & 401K advisors IRA Plus Southwest
can inform you all about it. On this website you’ll find all the necessary forms, info etc. available to you.
Contact IRA Plus Southwest, LLC for information on how use your IRA or Qualified Plan to invest in real estate and many other non-traditional assets, all tax-deferred or tax-free. Discover all the workings of Self-Directed plans, from IRS requirements to real deal structures. They offer investment workshops and seminars for everyone, from the beginner to the advanced professional. They do not limit your investment choices nor do they give you investment advice. GoDutch Realty has worked many, many real estate transactions through Plus Southwest, and we can assure you an easy, easy flowing relationship with them, so we can close your purchase without any difficulties.
IRA Plus Southwest, LLC is a Texas-based affiliate of The Entrust Group, a leading provider of administration and record keeping services to truly Self-Directed individual and business sponsored retirement plans since 1981. As a worldwide leader in third party administration for tax deferred and tax free plans, Entrust is often interviewed or cited by newspapers and financial magazines, such as the Wall Street Journal, Business Week and the San Francisco Chronicle.
Steve Pauley and Glen Martin are the principals of IRA Plus Southwest, LLC. Entrust chose them because of their expertise in qualified plans. Steve is an actuary; Glen is a licensed attorney. Since 1986 they have operated a successful consulting business in Dallas specializing in the design and administration of qualified plans ranging in size from one participant to several thousand. They have extensive experience in:
- Defined Benefit Plans
- Defined Contribution Plans
- Profit Sharing Plans
- 401(k) Plans (including Safe Harbor)
- New Comparability Designs (sometimes referred to as Cross Tested Plans)
- Employee Stock Ownership Plans (ESOPs)
