Self Directed 401k | Real Estate IRA
Asset Exchange Strategies (AES)
We are National Advisors for Self-Directed Wealth Building, Specializing in Self Directed IRAs and 401(k) Plans
Located in Austin, Texas, we are a consortium of financial professionals whose expertise is Self-Directed IRAs and the advantages available in the tax code; and how to utilize retirement plans to employ non-traditional assets such as real estate.
We Specialize In Real Estate IRA Investing
Our specific area of expertise is in the alternative investment options for retirement plans such as Self-Directed IRAs, Roth IRAs, SEPs, Simple IRAs and 401(k) plans. We have broad experience in Real Estate investing, and related businesses using self-directed retirement plans to:
Purchase real estate- Start a business to purchase real estate
- Use purchase options on real estate
- Flip properties
These plans provide tax-deferred growth, and allow the individual(s) to gain checkbook control over assets and monies.
Similar to a traditional financial advisor, AES works with investors to assess their unique objectives, risk tolerance and other factors, educate them on options, and institute a program that allows them to select from a much greater breadth of investment choices. By using our knowledge of industry regulations, we are able to provide lower fees and greatly expanded investment options.
We provide complete support, advice and reporting for non-traditional investments.
Our clients have the benefit of the expertise of tax attorneys, CPA’s, real estate agents, and other financial experts to identify the appropriate expertise, methodology and tools to enable investors to have greater control over Self-Directed IRA investment transactions and reduce risks and liability through the protection of a Self-Directed IRA LLC and Self-Directed 401k. This use of tax dollars creates wealth for their clients, client’s family, and for generations to come if desired.
Clients
AES clients include individuals, real estate professionals, franchise investors, CPA’s, other advisers and financial experts, congressional representatives, IRS employees, attorneys, television celebrities, and consummate ‘investors.
Education Division
AES Education Division provides a variety of self-study products that educate and guide and assist individuals, real estate professionals, franchise investors, CPA’s and other advisers and financial experts who wish to understand the benefits of, and learn how to implement Self-Directed retirement investing. Our education web site provides over thirty-five education products on Self-Directed IRA investing.
Company History
In 2000 it became clear to Daniel Cordoba, AES founder, that the equities markets were in for turbulent times. Serendipitously one of his clients said to him ‘I know you can place real estate in an IRA, go find out how to do that.” That became the first venture in to self-directed retirement plans and the new future for Daniel Cordoba. In 2003 Jeremy Farver joined the company; it quickly became a financial practice producing IRA LLC’s with checkbook control primarily serving the real estate market. Because of Cordoba and Farver’s experience as financial advisors and as merger and acquisition specialists, the notion of corporate structure melded with retirement products became a natural extension of their knowledge and past experiences.
The venture then incorporated in 2004 and became and still is the leading self-directed retirement firm in the real estate market. In 2006 the company introduced the Self-Directed (self-directed) 401(k) to the market and it quickly became a capitalization tool of choice for real estate investors. In 2007 and 2008 this same tool saved many real estate transactions from failure through self-funding.
The company now offers funding solutions not only for real estate investment deals but also franchises, and private business opportunities.
AES Franchise System
In 2010 the company launched the Asset Exchange Franchise Network (AEFN) due to the market’s desire to be able to do business with the “local guy”. AES past affiliation with equity market organizations provided the company with a solid foundation to build a financial advisory firm with non-traditional assets.
IRS Scrutiny
AES products are designed to meet the requirement of the tax-code; AES Self-Directed plans are compliant to IRS tax code (IRC 4975, publication 590 and code 408). To date AES is aware of 50 units (structured plans) that have been audited; all have passed the structure test. The IRS demands that these plans provide complete compliance to the code and exclusive benefit to the retirement plan. However, many competitor products that are touted as compliant products to the IRS code are merely modifications of standard business entities – they have produced problems for clients when tragedy occurs such as death or disability.
Certifications
Texas Real Estate Commission Instruction on: Real Estate Finance & Real Estate Investments Education on Owner Managed IRA investing.
