Our goal:
Our goal is to make investors aware of their investment options for retirement planning. Most information regarding IRA real estate investing is not commonly known because it is not in the self-interest of brokerage firms, mutual fund companies and banks for investors to be educated. We spend a great deal of our time sharing knowledge since:
Educated consumers are better investors.
The main service we provide is:
We work with investors in selecting properties to place within a retirement account and provide them with a custodian who holds and services the account.
We have extensive knowledge in buying and selling investment real estate in retirement accounts, both IRAs and qualified plans such as profit-sharing and 401(k) plans. We also have thorough knowledge of the numerous self-directed custodians throughout the country. (Remember, most securities firms, brokerages and banks do not handle real estate.)
We are licensed to buy and sell real estate in New Jersey and Pennsylvania (and soon New York and Florida). In addition, we can recommend preferred Realtors in any market who can help facilitate the selection of investment real estate in those markets.
In addition, we are specialists in "Tax Favored" real estate transactions...including all fourteen Rule 1031 "Like Kind" Exchanges...as well as "72 Plans utilizing Rule 1035 Exchanges, with or without Section 453 Installment Sales" (i.e., Private Annuity Trusts).
Remember, above all else, our goal is to make investors aware of their investment options for retirement planning and to provide them with those opportunities. Once again, our motto is:
Educated Consumers are Better Investors.
If you'd like to contact us, Click here.
