Build Your Retirement Portfolio Tax Free with Self Directed IRA LLC
The self-directed IRA LLC is one of the retirement vehicles offered by Sense Financial Services. We have helped hundreds of satisfied clients diversify and grow their retirement portfolios using vehicles like these.
Self-Directed IRA LLC testimonial
A recent client, Patrick Prunty from Southern California, shared his experience of working with Sense Financial. “The information I learned was phenomenal,” Patrick stated. “I learned that I could diversify my retirement portfolio by using funds from my Roth IRA to buy real estate [and that is] exactly what I did.”
When he first came to Sense Financial, Patrick was sure he wouldn’t be able to add another property to add to his portfolio. Lenders had told him that he couldn’t qualify for new loans due to the poor lending market.
After attending one of our seminars, Patrick learned that he could pay cash for an investment property using his retirement funds. Sense Financial created a self-directed IRA LLC, and in a few weeks, Patrick was able to invest.
With his self-directed IRA LLC, Patrick now has complete control over his Roth IRA funds. He can invest in real estate through the LLC. And since he has already paid taxes on his Roth funds, all the profits and gains will not be taxed. His IRA LLC will generate tax-free income for the rest of his life, and he will have access to those funds in his retirement years.
Retirement accounts with checkbook control
Sense Financial is the California’s leading provider of retirement accounts with “checkbook control”: Solo 401(k) and Self Directed IRA LLC. Over the years, we’ve assisted hundreds of clients obtain checkbook control over their retirement accounts. This has enabled them to invest in virtually any investment class, including real estate, private lending, mortgage notes and much more. All without the need for custodian approval!
Our retirement vehicles assist clients in planning for the future. This is based on proven Biblical principles, such as:
- Getting out of debt (The borrower is servant to the lender. Proverbs 22:7)
- Setting goals (Good planning and hard work lead to prosperity. Proverbs 21:5)
- Investing for the future (The wise man saves for the future, but the foolish man spends whatever he gets. Proverbs 21:20)
- Diversify your investments (Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth. Ecclesiastes 11:2)