Is your tax shelter strategy foolproof?

Sponsored: For the everyday investor who wants to add passive real estate investments and double-digit returns to a diversified portfolio

(Ignite Funding) Ignite Funding explains if your tax shelter strategy is bulletproof.

Whether you’re investing in the conventional market or participating in more sophisticated investments like real estate, we’re all sitting in a world of unknowns right now. All politics aside, there are a few things that are certain. Ultimately, the trillions of dollars that have been issued for pandemic relief will have to be repaid. Second, it can generally be agreed that the recourse for those relief dollars will be through taxes. The underlying question here is: what steps are you taking in preparation for this impending tax event?

Have you set up tax shelters solely for your personal income? Business owners, do you have tax shelters in place for your business income? Do you protect only your traditional investments and not your alternative investments, such as real estate?

The government has granted you the benefit of many forms of tax shelter vehicles, including the self-directed IRA (SDIRA). It’s no secret, and yet self-directed IRAs are still one of the most underutilized vehicles for alternative investment tax relief by new and even seasoned investors! SDIRAs are available to individuals as traditional or Roth IRAs, and to entrepreneurs/business owners with SEP & SIMPLE IRAs, and Solo 401ks.

Since its creation in 2011, Launch Funding has enabled thousands of investors to invest in real estate development via trust deeds within an SDIRA. Trust Deed Investments are highly regulated, have shorter holding periods, lower investment minimums, offer capital preservation, are generally passive and offer fixed income, making them an ideal investment to deploy in a retirement portfolio. Investors using an SDIRA can generate annualized returns of 10% to 12% with or without tax, depending on the account. Let’s put that into perspective by breaking down the numbers for investing with cash versus investing with qualified funds.

As you can see, this is significant interest income that is tax-sheltered and can help supplement the growth of your retirement nest egg. With enough foresight, the Trust Deed investment’s ability to generate a fixed monthly income can also be used to help bridge the income gap during your retirement years.

The main problem that many retirees face is how to replace the income they used to get from their job. Sources of income from pensions, social security, disability and income properties may still not be enough; and, unfortunately, not much thought is given to creating a strategy for how to use retirement assets effectively once we reach these final stages of life.

Imagine if you could withdraw $120,000 from a retirement account and generate $1,000 a month of income in perpetuity without spending a penny of the $120,000. Sounds too good to be true, right? To learn more about this strategy, you can download our FREE white paper “Building-up vs. Drawing Down: An IRA Income Strategy”.

So can you say you’re doing everything you can to protect your hard-earned assets? If you can’t answer this question with confidence, you might be overdue for a visit with your tax advisor to discuss your options. To learn more about investing in trust indentures with a self-directed IRA, you can call Ignite Funding at 702-761-0000 or Click here to schedule a 15-minute consultation without obligation.

Ignite Financing, LLC | 2140 E. Pebble Road, Suite 160, Las Vegas, NV 89123 | Phone. 702.739.9053 | T 877.739.9094 | F 702.922.6700 | NVMBL #311 | AZ CMB-0932150 | Money invested through a mortgage broker is not guaranteed to earn interest and is not insured. Before investing, investors should receive the applicable disclosure documents.