How to...

How to Purchase Qualified Investments Through a Self-Directed IRA

1. Open a Self-Directed Real Estate IRA through a plan administrator. Southern Financial Services will set up a single member LLC to hold the real estate.

2. Direct your plan administrator to purchase a specific, qualified property or investments.

3. Once purchased, all expenses and debt services payments are paid through your plan. If you prefer you can hire a management company to receive the income and pay the bills. Then foward the remaining income to your plan.

How to Sell Qualified Investments Through a Self-Directed IRA

Direct plan administrator to complete the transaction to sell property or investment.

Proceeds from sales are placed back into your plan.

The administrator can be directed to distribute the property or investment to you, in part, or in whole as a distribution from the plan. This option is a favorite for investors who wish to personally use property in the plan, such as a retirement home, once they reach age 59.