Self Directed IRA

Why Choose Asset Exchange Strategies To Help You?

  • Low Custodial
  • Fees Expert Help and Tax Advice
  • IRS Resolution Advice
  • Real Estate Investments
  • Structured Compliance LLC
  • Creation Services

Asset Exchange Strategies (AES)

We are National Advisors for Self - Directed Wealth Building Specializing in Self Directed IRA Plans

Located near Austin Texas, we are a consortium of financial professionals whose expertise is Self-Directed IRA’s and the advantages available in the tax code; and how to utilize retirement plans to employ non - traditional assets such as real estate.

We Specialize In Real Estate IRA Investing Our specific area of expertise is in the alternative investment options for retirement plans such as Self-Directed IRA, SEPs, Simple IRAs and 401(k) plans. We have broad experience in Real Estate investing, and related businesses using self-directed retirement plans to:

  • Purchase real estate
  • Start a business to purchase real estate
  • Use purchase options on real estate
  • Flip properties
The Self Directed IRA
  • You should have control of your financial destiny, not the market makers of Wall Street.
  • You have access to the best possible solutions, and products and services to help us earn your business.
  • That compliance is the key factor to sustaining the integrity of your retirement.
  • We are best positioned to help you meet your goals. And if we are not, we’ll tell you where you can have your goals met.
  • We continually improve our client experience by building and delivering excellent products and services.
  • Our dedication to service is validated by the recognitions awarded to us.
The Self Directed IRA

Three independent financial agencies have awarded Asset Exchange Strategies customer service and exceptional competency awards.

Further validation is we have never had a complaint through the BBB and our record continues to be at an A+ status. As far as we know no other self-directed facilitator has achieved that milestone.

What We Provide?
Real Estate Self Directed IRAs | Self Directed 401ks

Since our inception in 2000 we have seen great growth, broader awareness and acceptance of the self directed IRA and the real estate IRA.

We have experienced exceptional growth with in our product specialty, the self-directed IRA LLC and the self directed 401k.

Because of the intuitive nature of real estate, the real estate IRA has been the investment of choice, and has become the investment target of 70% of all self directed IRA plans.

Whether you choose to use your self directed IRA to purchase notes, tax liens, tax deeds, foreign real estate, or further define it as a real estate IRA, the return on investment is there waiting for you to enjoy.

The “HOW” of Real Estate IRA

Why wait, our Self-directed IRAs provide investors exceptional opportunity to invest in many non-traditional assets such as real estate, tax liens, mortgages and more. Our Self Directed 401k provides the opportunity to fund or recapitalize a small business or franchise.
Contact us so we can help you navigate the opportunities and identify the differences between each plan; contacting us is a critical milestone to your success as a self directed investor. Let us make the path for you to use your self directed IRA, real estate IRA, or self directed 401k a simple investment tool.

Our Products

Real Estate IRA LLC
AES Venture IRA™ LLC

The AES Venture IRA™ LLC is a special purpose limited liability company, which is either fully or partially owned by an individual retirement account (IRA).

Self Directed 401k
Enterprise™ Self Directed 401k Plan

The Enterprise™ is the preferred self directed 401k plan to setup and establish your company. As the Manager of the company you able to act as the Trustee for the Plan’s funds.

AES Franchise
The Asset Exchange Franchise Network (AEFN)

You can now be an owner of an Asset Exchange Strategies franchise through Asset Exchange Franchise Network, Inc, the company that manages.

Blog Posts

Discovering Self Directed IRA

If you’d like something to invest in your IRA besides bonds, mutual funds and stocks, you may want to try real estate. You can buy houses, condos, commercial properties and even rental properties. You can start using IRA to widen your retirement portfolio since IRAs can manage a broad selection of assets. Hence, you can always use an IRA to finance real estate investments. But you cannot purchase real estate using basic IRA. You must open a self directed IRA to invest in real estate. So if you have been working your entire life, most of your savings are locked up in a retirement account. And as early as possible you would want to make a large investment to boost your retirement fund. The self directed IRA, real estate IRA or precious metal IRA might be the best source of money to capitalize your investment. You will be able to see more income potential in real estate besides stocks. With self directed IRA, real estate investment will give you the opportunity to achieve your anticipated retirement fund. You are free to form your own financial future with your retirement plans. Self directed IRA or real estate IRA will give you the advantage to select from a wide variety of investment options.

Remember that once you open a self directed IRA, real estate rules apply. It is necessary to know the self directed IRA, real estate guidelines to avoid conflict. Once you understand these rules, you’ll be able to make a start and make a lot of tax free earnings. Any type of self-dealing transaction is strictly prohibited. You are not allowed to purchase real estate to benefit anybody in your family. You, your spouse, parents, grandparents, children, and anyone from your family are regarded as disqualified person. Another golden rule in a self directed IRA, real estate benefits are meant only to finance your future retirement funds. You cannot buy a house for vacation homes for you and the whole family or anything of this kind. In the event that you don’t have a 100% funding from your IRAs, you need not worry. You can always pay a share with your IRA and get capital from other sources for the remainder. All expenses incurred by the rental properties obtained by your IRA should be paid from your IRA. This includes the repairs, maintenance, any improvements, property taxes, general bills and a lot more. So whatever income a real estate IRA has, it should return to your IRA. And you cannot withdraw this money until retirement, but then it will increase tax free.

Your self directed IRA, real estate investing, and other relevant alternatives will certainly help you generate ample amount to secure your retirement funds. Social Security has turned out to be less dependable, so it’s essential to have a solid retirement tool to ensure a comfortable retirement. Take the initiative and learn more about your IRA. Remember that you don’t work alone in building an IRA. You can find a reliable custodian to help you supervise your account and help you understand the different self directed IRA real estate rules. But whatever investment vehicle you invest in, you should aim for
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a fast and secured retirement you’ve always wanted.

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IRA Real Estate: New Dividend Asset

When you have a standard IRA or 401k, your investment options are pretty limited. Typically, you’re forced to invest in stocks and that’s about it. domain info However, many people are starting to consider using their traditional retirement funds to make investments in real estate. With a real estate IRA, suddenly your investment options are wide open and you’re not stuck with the same old stocks anymore.

Need to sell rental property with tenants? Sell house online? Behind on mortgage and need to stop foreclosure? The https://homebuyersusa.com/texas/dallas/ make fair cash offers on any property. We offer several programs to close no matter the situation.

A self directed IRA real estate investment can take on many shapes. For instance, you can buy up land, homes, or even commercial real estate if you wish, all using the funds in your self directed IRA account. On the whole increasing your options is a good thing. But that doesn’t mean you shouldn’t be cautious. Making the wrong investment choice could put your money at risk. You may find yourself having to pay penalties and even taxes on your investments, which you normally wouldn’t have to do with an IRA.

Traditional IRAs will bog you down with custodian fees and slow approval times. That’s why a self directed IRA is the obvious choice for investing in real estate. You have total control over your funds and don’t need to work through an IRA custodian before you make decisions. You can just make the investments you want to make, so long as they fit within the legal boundaries of an IRA.

Make the Move to a Real Estate IRA

Should you decide to move your funds over to a self directed IRA to buy real estate, be prepared to invest your time in the process. This is perfect for those that want to have a more intimate relationship with their investments and are sick and tired of other people controlling the reins of their financial future.

Your first task is to move your money to a self directed IRA. Then, find a property in which you’d like to invest. Remember: a standard IRA will not allow you to invest in real estate. expired domains You need a custodian-free account to make this happen.

Once you’re all set up, review the tax laws and rules attached to the account. It might seem unconventional to consider real estate investing with a 401k, but it’s actually a profitable way to make your retirement funds really work for you instead of languishing away in stocks and bonds. Because when the economy is in fluctuation, isn’t it better to be able to make the kinds of investments you want to make? And if a real estate IRA feels right for your current situation, there’s no reason you shouldn’t go for it.

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Top 5 Self-Directed IRA Myths

At Asset Exchange Strategies, LLC we have had conversations with potential self-directed IRA clients many thousands of times and the myths continue to live on after 20 years in the business. Some things like Sasquatch or area 51 seem to perpetuate in people’s minds without any substantial evidence the concept is correct or myth. Let’s take a look at 5 myths we discuss on a daily basis.

Most common myth #1 – Which IRA can I self direct?
Without fail at every event and practically every one on one conversation I have the question comes up, “I have a ___ IRA, can I use that?

Repeat after me. An IRA, is an IRA, is an IRA. Regardless if you have a Traditional, Roth, SEP or Inherited IRA the core product is the same. The only difference is whether it is pre-tax, post tax contribution and how much you can contribute. Otherwise the rules for the use of the IRA are the same. Of course, an Inherited IRA does have two distinct rules: 1) distribution within 5 years regardless of age 2) Cannot contribute any additional funds.

Why does this myth exist? I think because people just do what they are told to do without much personal investigation. Somewhere down the road an advisor set them up with a structure and they have lived with the restrictions or freedom of the structure.

Most common myth #2 – Can I use the real estate?
No. Not as a self-directed IRA. The IRS code is very specific about the prohibited use of an asset in an IRA. Those people are you and your ancestral lineage. That means your blood line vertically such as your children, their children and your parents and your grandparents. Interesting though that cousins, siblings and BFFs are okay.

Why does this myth exist? My personal opinion greed or cash flow needs.

Most common myth #3 – I will loose my tax benefits buying real estate in my IRA. Yes that is true but you lost them buying stocks in your IRA as well. That CPA logic has always escaped me. You should buy real estate in your IRA because it is an investment you want to grow in retirement.

Why does this myth exist? This is a complete mystery to me. The most commonly esteemed advisor the CPA, just hasn’t thought it through and give the off-the-cuff answer without thinking about what the current assets are in an IRA.

Most common myth #4 – I can’t distribute a real estate asset to myself. Untrue. There are many people who really don’t need their IRA for retirement and want to purchase a lakefront property for retirement use. At distribution age the property in an IRA LLC can be distributed all at once or over a period of time to the the IRA holder without penalty. The distribution process is as follows:
Determine how much of a distribution is desired
Obtain a valuation from a licensed professional as to current market value
Provide the custodian with entire current market value and identify the percentage of that value to be distributed. The custodian will provide a 1099 for that amount. You now own whatever portion of that property that was distributed.

Why does this myth exist? Again, CPAs that don’t think through solutions and provide the easy answer.

Most common myth #5 – Custodian will provide compliance advice. No, no and no. The IRS gives the custodian great latitude on what they deem to be an unacceptable transaction or asset within their custody. Additionally, they can add to the confusion by not providing a stitch of advice. The standard answer is consult your advisor. Pretty hard for your advisor to hit a moving target. The IRA LLC gives you the most flexibility and still maintain compliance with the IRS.

Why does this myth exist? There is so much contradictory information on the web and in seminars. It seems that if you know a few basic rules you’re a guru. Custodians want control of your assets and they do not want you to manage your future, it is not in their economic interest. If you like playing the game mother may I? or red light, green light then custodial accounts may be right for you. But if you are willing to save some money, take control of your retirement, investment in what you know you or want flexibility allowed in the IRS code the IRA LLC is for you.

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Blog Posts

Top 5 Self-Directed IRA Myths

At Asset Exchange Strategies, LLC we have had conversations with potential self-directed IRA clients many thousands of times and the myths continue to live on after 20 years in the business. Some things like Sasquatch or area 51 seem to perpetuate in people’s minds without any substantial evidence the concept is correct or myth. Let’s […]

read more..

IRA Real Estate: New Dividend Asset

When you have a standard IRA or 401k, your investment options are pretty limited. Typically, you’re forced to invest in stocks and that’s about it. domain info However, many people are starting to consider using their traditional retirement funds to make investments in real estate. With a real estate IRA, suddenly your investment options are […]

read more..

Discovering Self Directed IRA

If you’d like something to invest in your IRA besides bonds, mutual funds and stocks, you may want to try real estate. You can buy houses, condos, commercial properties and even rental properties. You can start using IRA to widen your retirement portfolio since IRAs can manage a broad selection of assets. Hence, you can […]

read more..