I have spent the last 30+ years in the financial services industry. One third of my working career encompassed insurance, financial planning and securities. For twenty years I was involved in the bank trust arena concentration on retirement planning and administration of retirement plans. After taking an early retirement from banking, I entered the real estate industry and have found tying together my expertise in financial planning, investments and retirement plans a great fit.
I am concentrating my efforts now on conducting seminars, writing my blog, and spreading the word on investing in real estate with retirement funds.
Absolutely, positively you can purchase real estate in your retirement plan which includes your IRA. There are rules, of course, but the overall process is quite easy and allows you to control what goes into your retirement plan. If this is something you would like to know more about, give me a call or send me an email. Let's talk!
Real estate, investing, retirement planning and tax savings all tied together.