SAFE HARBORŪ is a trademark registered to Uranga & Associates. It is the method by which third party custodian IRA vehicles will protect the principal value of your retirement funds while they support the purchase of your IRA/real estate. As such, SAFE HARBORŪ is the foundation for your IRA/real estate plan and must prevail regardless of your age to comply with IRS regulators.
An Uranga consultant will review with you SAFE HARBORŪ vehicles permitted by the IRS and your choice of qualified custodian institutions that offer them. Regardless of whether your plan is customized for short-term temporary use of your IRA or structured for longer-term utilization, your money must be held in your SAFE HARBORŪ IRA interest bearing account for the duration of your plan.
Institutions qualified for our program who provide IRS approved SAFE HARBORŪ vehicles are:
| |
- Banks
- Credit Unions
- Federal Reserve Regional Bank
- Insurance Companies
|
|
 |
|
