Self-directed IRAs buy International Real Estate Investments
When people begin to consider investing in real estate, they
usually think of investing within or near their own cities.
While investing in your immediate area can be beneficial because
its familiar turf, it may create a narrow perspective of the
overall available real estate market and rule out far better
options for ROI. A broader scope of opportunities entails
crossing county, state, and perhaps even international,
boundaries. In this article, we will explore purchasing
international real estate with an IRA,. With the property being
held within an investment portfolio, this option can in many
instances enable greater diversification, tax rewards and other
benefits for the investor.
It is often the case that self-directed IRA holders are told of
laws concerning owning real estate within IRAs, prohibiting
ownership of foreign real estate and strictly limiting ownership
of domestic real estate. This is not entirely true, as evidenced
on the IRS website:
http://www.irs.gov/retirement/article/0,,id=111413,00.html. The
actual self-directed IRA IRS rules are less restrictive than
those of many major self-directed IRA custodians, who aim to
standardize and limit the types of transactions that they
conduct. With such mixed messages, it is for good reason that
the public has been confused about what is and is not allowable.
With the right structure in place, your IRA can own
international real estate--whether it's beachfront property in
Costa Rica or a rental villa in Panama.
The key to loosening the restrictions on your IRA involves some
very specific steps--first, opening a self-directed IRA, and
then forming an IRS-compliant Limited Liability Company, or IRA
LLC. In addition to offering freedom in making your own
investment decisions, a self-directed IRA LLC gives you the
ability to avoid 90 percent of the fees you might otherwise have
to pay. Putting this structure in place allows you to have
checkbook control over your IRA, meaning that you are relieved
of having to ask your custodian to write a check (for which you
must pay them a fee ) each time you wish to make a transaction.
The way that the structure works is really quite simple. The LLC
itself would own the International real estate property, and the
individual's IRA would own the LLC. By maintaining checkbook
control over the IRA, you are able to pay any expenses
associated with the IRA real estate investments directly from
cash within the IRA, in compliance with self-directed IRA rules
set forth by the IRS. Though some may question the legality of
the IRA LLC structure, the courts have consistently upheld it.
If you are still uncertain, a good advisor will be able to
direct you in the establishment of such a structure and provide
examples of others who have already done so.
When you do make the decision to start investing in
international real estate, your first concern will naturally be
the potential return on your investment. Following closely,
however, should be a comprehensive study of the stability of the
country in which you are considering investing. A government
that is susceptible to coups and civic strife will not be your
best option. On the other hand, there is an abundance of foreign
markets that are not only stable and low-risk, but poised for
tremendous growth. Familiarity with and thorough research of an
area are always advised, as well as securing a reputable advisor
to help guide you based on your personal goals, interests and
needs. When you are informed and take the proper steps,
expanding your investment options outside of the country can
open up many exciting, untapped areas to invest in for
retirement.
Copyright 2006