Asset Exchange Strategies Research Center

The ERISA Act of 1974 ushered in the ability for the average taxpayer to provide for their retirement on a tax-favorable basis. This era brought into existence the most prolific retirement savings program known to mankind-any individual could now provide for his or her retirement on a tax-favorable basis through a 401K or IRA. Today, many people take advantage of the tax benefits that 401Ks and IRAs afford them in investing for retirement. However, not all realize that, in addition to investing in traditional stocks and bonds with an IRA, non-traditional assets-such as vacation property, ATM machines, note financing, golf courses, franchises and other assets-are also permissible, enabling investors to diversify their portfolios. 

Increasingly, however, many are discovering this option as an additional alternative to investing in the stock market. The upsurge in investing in non-traditional assets with a self-directed IRA has created a need for experts such as Asset Exchange Strategies.

Reaching your objective, utilizing the assets you desire, on a tax favorable basis, may be like trying to cross the Grand Canyon without a bridge.

Look at the evidence check out the links on this page.  Be sure to read the most compelling story the case study of the IRS Vs. Swanson. 

My Real Estate IRA can help you meet all of your objectives whether it is retirement, building wealth or education planning. Still not convinced? Look at the evidence check out the links on this page. Be sure to read the most compelling story the case study of the IRS Vs. Swanson. Classic example of an individual using his self directed IRA with the assets of his choice. By the way, the IRS lost big time!

General tax information sites:

Three more sites that confirm the non-traditional investment examples.  But they won't tell what we can and will do, to make this transaction less expensive, more flexible and easier.

1. What CNBC has to say - Yes, you can buy real estate with your IRA
   
2. BusinessWeek Online -  Hatching Property from Your Nest Egg.  Here's a way to invest in real estate through your IRA that few know about. But beware -- it takes some planning to reap the tax savings.
   
3. IRS Vs. Swanson - FSC's Distribution to IRA's Aren't Prohibited Transaction

    4.  What does MSN Money say - Invest your nest egg in a house? - Almost without fail, experts say it's a really risky move to sink your retirement IRA into a rental or land. But some are doing it -- and doing well at it.

More Resources found on our Web Site 

If you like the information provided here and would like to further your education, then please sign up to be a part of

1. Commercial Real Estate Purchasing Strategy:  Learn how we can help you with your next or pending development project.  Our Advisors can help you structure a platform that will help you place profits back into your retirement accounts or help you identify investment funds.
   
2. Purchasing Strategies Real Estate and Real Estate Notes in with IRA: Purchasing real estate in a Self Directed IRA can be accomplished in several different ways. In this example, we'll discuss the purchase of property and how your retirement account can purchase it in it's entirety.
   
3. General Questions About IRAs: Understanding the basics of an IRA is crucial to your success of being successful in purchasing real estate with your IRA.  Click the link to get a quick crash course.
   
4. Self Directed IRA Glossary: Understanding the terminology and jargon related to your self directed IRA is invaluable in getting the most out of your Self Directed IRA education. 
    
5. Self Directed IRA Frequently Asked Questions: Visit My Real Estate IRA Frequently Asked Questions in order to get a jump started on a new way to investing.

Information on Prohibitive IRA Transactions as put out directly from the be-loved IRS.

1. IRS Publication 560 - Includes Section on Prohibited Transactions with Regards to SEP or SIMPLE IRA
   
2. IRS Publication 590 - Includes Sections on Prohibited Transactions with Regards to Individual IRAs
   
3. IRC Section 4975 - Tax on Prohibitive Transactions.