Did you know? Your IRA can purchase real estate and capitalize new businesses! You may have already heard of "self directed IRAs" that allow you to direct your retirement account investments in stocks, bonds, mutual funds and other notes that you elect. We specialize in true self directed IRAs that allow the most flexible investment options, personal control and asset preservation available. Your IRA literally has a checkbook to access all types of real investments including real estate, new business capital, precious metals and other nontraditional options. Retirement, Education and Health Savings Accounts (HSAs) Let our team show you how to plan your family's future while reducing your taxes. Medical, educational and retirement savings are three critical and essential areas that require appropriate planning to reach your family's goals. By understanding the benefits of these accounts and tailoring personalized solutions, we can assist in achieving your goals. Wealth Preservation, Structuring, Asset Protection and Capital Gains Solutions You work hard for your money. Let us show you how proper structuring can ensure your money works hard for you. Understanding the various entities available allows our team to find the best fit for your current needs and future goals. Proper structuring can be the differ-ence between failure and success. Additionally, Section 72 of the IRS code contains a solution for capital gains minimization on highly appreciated assets such as real estate, stocks, bonds and businesses. IRAs and Retirement plans are your domestic tax havens. Why go offshore when everything you could possibly want is available in the form of a retirement plan? Introductory manual Here is an introduction to an extensive manual that we have written on what you can or can't do with your IRA money. Swanson V. Commissioner Interested in moving half a million dollars into your IRA in a very short time frame? Here's a court case that allowed one person to do exactly that, and the IRS was even forced to pay over $50,000 in attorney's fees for challenging him. DOL Interpretive Ruling 2000-10A Want to enter into a partnership with your IRA money and children? Here's a ruling from the Department of Labor saying if you do things right this could be possible. Ancira V. Comminsioner Want to invest in private companies with your IRA money but are worried about following all the intricate steps? Here's a case where everything was done wrong, but the court still allowed an IRA to invest in a private company without any tax consequences. DOL Advisory Opinion 88-18A Here's a ruling where an IRA owner had his IRA make a loan to a corporation owned 47% by him. Sure beats dealing with a bank. Private Letter Ruling 8604089 Want to start building up a real estate empire? This ruling from the IRS shows how you can structure real estate deals in your IRA. IRS Field Service Advisory 200128011 How about having your IRA own a business with the kids' IRAs? This advisory letter from the IRS approved exactly that. IRS attack on Abusive Roth IRA Transactions It seems that the IRS is starting to believe that the Roth IRA is too good to be true. To that end they released this notice saying they believe that certain transactions between a Roth IRA and related parties will be considered as Tax Shelters.