DIVERSIFY YOUR RETIREMENT WITH REAL ESTATE

Did you know you can use your retirement funds to invest in real estate? While many custodians focus on traditional investments like stocks and bonds, the IRS does not prohibit investing retirement funds in real estate. 

1. Self-Directed IRA (SDIRA) Setup: We have teamed with a leading SDIRA custodian that supports the investment of retirement funds into real estate. We'll help you set up a Traditional and/or Roth SDIRA account(s). The IRS permits the transfer and/or rollover of existing retirement accounts (i.e. Traditional or Roth IRAs, 401(k)s, 403(B)s, etc.) into your new SDIRA.
2. SDIRA LLC Formation: Next, we'll help you establish a special-purpose Limited Liability Company (LLC). You'll receive a custodian approved operating agreement that names you as the manager and your SDIRA accounts as the owner. This agreement provides you with power of attorney to establish a bank account in the name of the SDIRA LLC, giving you full control over how your retirement funds are invested.
3. EIN & BOIR: We'll help you obtain a, Employer Identification Number (EIN) for your SDIRA LLC, which is necessary for opening bank accounts and completing required forms. We'll also assist with the Beneficial Ownership Information Report (BOIR) form, now required for pass-through entities such as an LLC.  
4. Bank Account & Checkbook Control:  We’ll guide you in setting up a bank account for your SDIRA LLC with a national bank that specializes in SDIRA banking and lending. Separate bank accounts will be established for your Traditional and Roth funds. The custodian will transfer your retirement funds into these accounts, granting you Checkbook Control and enabling you to make real estate investments directly. 
5. Real Estate Investment Support: Once your accounts are funded, we’ll help you identify and purchase real estate investments using your retirement funds through our partnership with Turbo Charge Real Estate LLC. We offer guidance on participating in joint ventures as well as assistance with structuring transactions that enable you to invest retirement funds with personal funds and with third-party funds while mitigating the risk of investing in a prohibited transaction. Additionally, we offer property management solutions and a full suite of other real estate services.
6. Compliance & Reporting: Each year, your custodian will submit the fair market value of the assets held in your SDIRA to the IRS. We can provide a comparative market analysis for valuation purposes, or you may choose to obtain an appraisal. This is a formality only as no taxes will be due by your SDIRA. 

Special Offer: 100% SDIRA LLC Setup Fee Reimbursement

Use promo code TURBOCHARGE to unlock exclusive pricing with our SDIRA custodian. Set up your SDIRA LLC with our preferred custodian, invest in real estate through Turbo Charge Real Estate LLC, and receive a full reimbursement of your SDIRA LLC setup costs at your first real estate closing.

INVESTMENT NOTE: An SDIRA LLC with Checkbook Control is best suited for sophisticated investors due to the complex rules and regulations involved. By design, a Self-Directed IRA is self-managed, and SDIRA custodians are prohibited from offering investment advice or guidance. While we serve as a bridge to help fill this gap, we strongly recommend conducting your own due diligence.