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Turn-Key Investment Placement Services

 

 

Our Turn-Key Self-Directed Real Estate IRA Services Will:

  • Establish your self-directed IRA account with a custodian that specializes in real estate within an IRA.
  • Accomplish the direct custodian-to-custodian transfer from your existing retirement account to insure that the transaction remains a non-taxable transfer.
  • Form an appropriate investment entity that your IRA and you will invest which will ultimately own the real estate property.
  • Review your proposed purchase to ensure that it is within the requirements of the Internal Revenue Code and the Department of Labor regulations and is not a prohibited transaction.
  • Complete and submit all documentation required for custodian investment review and due diligence.
  • Supervise your closing attorney or other closing agent to insure all closing documents are acceptable to your new self-directed IRA custodian
  • Facilitate the transfer of funds from the self-directed IRA custodian to the closing attorney or other closing agent escrow account for final disposition.
  • Provide pre and post purchase IRA accounting and tax reporting for your real estate investment.

 

Learn more by visiting our Frequently Asked Questions page or Contacting Us.