LENEXA, KS, March 10, 2016 /24-7PressRelease/
-- This March, Senior Living Fund, LLC
Principal Dan Brewer is urging current and future investors to consider an arbitrage strategy that he believes can offer significant tax benefits, a strategy known as an IRA/Roth IRA Arbitrage.
Senior Living Fund provides investment opportunities in senior housing developments, and Brewer believes the fund makes an ideal investment vehicle for those with self-directed IRAs. With tax day fast approaching, Brewer says it's important for investors to act soon.
The Roth to Roth IRA arbitrage strategy is a well accepted technique within the investment world, but many self-directed investors remain largely unaware of this option.
"When Fund capital is used to finance a construction project, the project value naturally depreciates during the construction period," Brewer explained. "After all the Fund investments in projects have been completed, a third-party valuation of the fund occurs. We expect this to result in the devaluation of the Fund which is expected to be recovered when the construction of each facility is completed."
In a Roth IRA Arbitrage, an investor in the fund would convert their IRA to a Roth IRA before the third-party valuation. Because earnings and withdrawals from Roth IRAs are tax-free, the investor would stand to receive significant tax-free profits if the construction project should achieve the valuation projected by the Fund.
Brewer wants investors to be aware of the recommended IRA investment deadline for pursuing this strategy, April 15, 2016.
"We encourage anyone with a self-directed IRA to invest before we start significantly investing capital and get a third-party valuation," said Brewer. "If they would like to invest using a Roth to Roth IRA arbitrage strategy, then we strongly encourage them to invest sooner. Of course, we always recommend investors do their own research and check with their CPA on this strategy, as it's a well known investment technique."
About Senior Living Fund, LLC
Senior Living Fund offers investment opportunities for those who would like to have a hand in helping provide quality housing to aging U.S. seniors. As the baby boomers age, there is an increasing demand for senior living communities and Senior Living Fund offers a unique way to help fund these communities. To learn more, visit www.seniorlivingfund.com