Creative IRA Utilization ~ Effective Estate & Tax Planning

Is The OUTSIDEŽ Method For You?

Is the OUTSIDEŽ method right for you? The Confidential Compatibility work sheet is the first step in the qualifying process allowing us to identify those individuals who could benefit from the SAFE HARBORŽ directed IRA real estate structure.

Besides those items addressed in the Compatibility work sheet there are three factors requiring your understanding and agreement necessary to determining if the OUTSIDEŽ method is right for you: 1) Your allocated IRA monies must be placed in a SAFE HARBORŽ IRA account while your program is active. 2) Your IRA monies are to be used for the purchase of the real estate of your choice. 3) Use of a mortgage is an integral and necessary part of the structure.

PO Box 187 ~ The Christiania Bldg. Suite J ~ Sun Valley Road ~ Ketchum ID 83340 ~ 800-564-8625
© 2004 - 2017 Copyright Uranga & Associates