IRA & Trusts: IRA Investments

How an IRA & Trust are related.
Various options for IRA investments

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IRA Investments like a Trust

Powerpoint slides on a superior retirement planning strategy called Roth IRA on Roids which allows for tax-free distributions, tax-free growth, guaranteed principal and guarateed death benefits.Since we now know that an IRA can do just about anything a trust can do, you should be aware of the specifics that are allowed. Just as a trust, your IRA can be a form of loan money. You are allowed to borrow from the account for loan purposes. This is usually done when the owner of the IRA account is buying a home for the first time. A loan can be taken to pay for medical expenses as well. With your IRA, you can purchase real estate with no money down. You are also allowed to buy options on real estate. On the flip side, you can sell the options and the property that was purchased. There are many avenues you can take when investing in real estate using the funds from an IRA account.

Options with IRA Investments

If you have decided to avoid IRA real estate investing with your funds, there are many other roads you can travel. IRA funds can be used to start a business. This is great news for those who have been able to save a good amount of money in their IRA account. Many people have dreamed of owning their own business, but they seldom have the start-up money to do so. This is where your IRA could be a huge benefit.

In addition to starting a business, the funds can be used to purchase mortgage notes and tax lien certificates. Limited partnership investments and pre-IPO stock investments are also available options when looking for alternative ways to invest using your IRA retirement account. As mentioned, the only time an IRA cannot be used to make an investment is if those investments involve life insurance contracts or collectibles.

A collectible is defined as any work of art, antiques, metals and gems, stamps and coins, alcoholic beverage and tangible personal property. There is one exception to this rule. Gold, silver and platinum coins that are issued by the U.S. are acceptable. In addition, any silver, gold, palladium or platinum bullion that has a fineness that is equal to, or exceeds the minimum fineness that is required by the contract market can be invested in by using the funds in your IRA. Many people consider coins and bullion forms of collectibles, but these are the exceptions to the rule when investing.

It is also allowed for the owner of the IRA to make a loan to real estate developers. In this case, it would be required that the loan be secured by a deed of trust on the developer's property. This specific investment has been approved by the IRS.

If you are fearful of losing more money from your account in the stock market, it may be time to look outside the box. As long as you follow the IRA investment rules, there are many available options. There is no need to limit yourself to only investing in bonds, mutual funds and stocks. The funds in your IRA can be put to great use by exploring other investment avenues. If you have any IRA questions, your CPA or Estate Street Partners will be able to not only provide information what is the best IRA, but also provide information and assist you with your investments.

Rocco Beatrice, CPA, MST (Master of Science in Taxation), MBA (Master of Business Administration), BSBA (Management/Accounting), CWPP (Certified Wealth Preservation Planner), CMMB (Certified Mortgage Broker), CAPP (Certified Asset Protection Planner), Managing Director, Estate Street Partners, LLC. Mr. Beatrice is an asset protection, award-winning trust, estate planning and tax expert.

If you are seeking for the best return on your IRA and Roth IRA investments while reducing your taxes then call us now for your initial, completely FREE, no obligation, no sales pressure, 100% total & complete client privacy consultation. Call us toll-free now at 888-93-ULTRA (888-938-5872)!

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