5 REASONS TO RECONSIDER YOUR SDIRA IN 2014

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "5 REASONS TO RECONSIDER YOUR SDIRA IN 2014"

Transcription

1

2 5 REASONS TO RECONSIDER YOUR SDIRA IN 2014 BY, CLINT COONS, ESQ Self Directed IRA

3 Soo Easy Fund your account Find the investment Request funds to purchase We do the rest You manage the investment

4 SDIRA 1. Find House 2. Send Instructions 4. House Deeded to IRA IRA Custodian 3. Money Sent to Seller Seller

5 1. Find House IRA 3. Send Instructions 2. Ask seller to kindly hold house until Monday or later so you can contact your IRA custodian Seller Custodian Seller sold house to another investor!

6 WHAT ARE THEY HIDING Can Not Sign Contracts Can Not Buy at Auction Purchase Agreements Can Take 14 Days to Complete Distributions are Not Protected From Creditors Each Spouse Needs Their Own IRA Limited Annual Contributions

7 1. Create a LLC owned by Your IRA 2. Move IRA $$$ into LLC 3. You Control the LLC 4. You Make Investments LLC SDIRA

8 WHAT ARE THEY HIDING Can not Work for Your LLC Performing accounting services Dealing with tenants Managing the property Collecting rents Can not Borrow from IRA Use of Debt is Taxable to IRA Can t receive 1099s

9 IRS ISSUES IRS is looking at IRAs Beginning in 2014 New reporting requirements for IRA custodians Focus is on real estate or LLCs held in an IRA Audits of prohibited transactions are on the rise

10

11

12 CREATE A QUALIFIED PLAN A qualified plan is governed under ERISA (Employee Retirement Security Act) Profit Sharing Plan, 401k, 457, SOLO 401k or Defined Benefit Plans Plan is connected to a business entity i.e., LLC or Corporation that YOU OWN AND CONTROL You are the Plan Trustee i.e., you CONTROL THE INVESTMENTS

13 QUALIFIED PLANS As Trustee you Have Flexibility to: Sign contracts Make payments Manage the investments Handle the accounting Deal with tenants Loan money MAKE ANY PERMISSIBLE INVESTMENT

14 TRUE CHECKBOOK CONTROL Solo 401k You Can 1. Negotiate 2. Sign all agreements 3. Cut the checks You Seller

15 QUALIFIED PLANS You Can Borrow From Your Plan

16 LOAN YOURSELF MONEY SOLO 401k Borrow up to 50k from your plan You have 5 years to repay the money You become your own bank You

17 QUALIFIED PLANS You Can Borrow From Your Plan You Can Pool Accounts

18 Real Estate LLC Solo 401k You are the manager of the LLC You are the trustee of your Solo 401k Fund with IRA rollovers You Spouse

19 QUALIFIED PLANS You Can Borrow From Your Plan You Can Pool Accounts Make Annual Contributions up to 52k

20 Your Business Fund with company contributions You can not do this with a Self Your company can contribute up to 52k each year You can deduct up to $17,500 if you make a 401k contribution You can make in-plan rollovers Directed IRA Solo 401k

21 QUALIFIED PLANS You Can Borrow From Your Plan You Can Pool Accounts Make Annual Contributions up to 52k Move Assets within the Plan

22 MOVE ASSETS Profit Sharing Solo 401k 401k Roth Trustee in Control

23 QUALIFIED PLANS You Can Borrow From Your Plan You Can Pool Accounts Make Annual Contributions up to 52k Distributions can be Protected From Creditors Debt is not Taxable to Plan You can buy real estate with non recourse loans!!

24 BORROW MONEY SOLO 401k Loan is nonrecourse Lender

25 QUALIFIED PLANS You Can Borrow From Your Plan You Can Pool Accounts Make Annual Contributions up to 52k Distributions can be Protected From Creditors Debt is not Taxable to Plan You can buy real estate with non recourse loans!! You can Partner with Your Plan

26 PARTNER WITH YOURSELF LLC (Owned by Pension and you) Use Funds to Buy Real Estate SOLO 401k (Becomes a partner in the LLC)

27 Pension IRA Take personal loans from plan YES NO Partner with plan YES YES Provide services to plan YES NO Receive 1099s YES NO Sign on deals (Control) YES NO Pool Accounts YES NO Use debt without tax YES NO Asset protection (ERISA) YES NO Ability to move assets between accounts YES NO Multiple funding options YES NO Under IRS scrutiny NO YES

28 I will avoid Self Directed IRAs I will avoid Self Directed IRAs I will avoid Self Directed IRAs I will avoid Self Directed IRAs I will avoid Self Directed IRAs I will avoid Self Directed IRAs I will avoid Self Directed IRAs I will avoid Self Directed IRAs I will avoid Self Directed IRAs I will avoid Self Directed IRAs I will avoid Self Directed IRAs

29 3 EASY STEPS Sign up for your plan Fund your account with any broker Begin loaning money

30

31 andersonadvisors.com/inc_u/

32 WANT TO SET UP A PLAN Call: Cost: $2,000 1st 10 callers will receive a 25% discount on plan setup

33 THANK YOU

The Advantages Of A Self Directed IRA For Investment Real Estate. Presented By Bob Malecki

The Advantages Of A Self Directed IRA For Investment Real Estate. Presented By Bob Malecki The Advantages Of A Self Directed IRA For Investment Real Estate Presented By Bob Malecki Contents Facts and History Benefits of Self Directed IRAs SDIRA Types & Setup Investment Options Guidelines My

More information

10 Steps to a Self Directed IRA LLC

10 Steps to a Self Directed IRA LLC FREE REPORT!! Learn the Process Necessary to Setup and Operate a Self Directed IRA LLC with Checkbook Control 10 Steps to a Self Directed IRA LLC What YOU Need to Know About Setting Up a Self Directed

More information

The Checkbook IRA - Welcome to Freedom

The Checkbook IRA - Welcome to Freedom The Checkbook IRA - Welcome to Freedom Contents Self directed IRA accounts Benefits and Guidelines IRA LLC Structure How can it benefit me? Creative Investment Possibilities How Much does it cost? What

More information

The Checkbook IRA Invest Like a Billionaire www.premieroffshore.com

The Checkbook IRA Invest Like a Billionaire www.premieroffshore.com The Checkbook IRA Invest Like a Billionaire Contents Offshore Checkbook IRA LLCs Benefits and Guidelines How it Works Tax Benefits of Going Offshore Invest Like a Pro How Much does it cost? Summary What

More information

Self-Directed IRAs & 401(k)s. What Your Stock Broker Never Told You

Self-Directed IRAs & 401(k)s. What Your Stock Broker Never Told You Self-Directed IRAs & 401(k)s What Your Stock Broker Never Told You 2015 Your Stock Broker or Mutual Fund Company says! You can buy what?! Stocks! Mutual Funds! Bonds! Maybe options, commodities or other

More information

Self-Direct Your Retirement with Real Estate!

Self-Direct Your Retirement with Real Estate! Self-Direct Your Retirement with Real Estate! Brought to you by: Presented By: Michael McNair Trust Officer IRA Services Trust Company Silicon Valley REIG Webinar Tuesday, March 5, 2013 DISCLAIMER This

More information

PURCHASING REAL ESTATE IN A SELF DIRECTED IRA OR QUALIFIED PENSION PLAN. By Maurice M. Glazer, CEO GLAZER FINANCIAL NETWORK

PURCHASING REAL ESTATE IN A SELF DIRECTED IRA OR QUALIFIED PENSION PLAN. By Maurice M. Glazer, CEO GLAZER FINANCIAL NETWORK PURCHASING REAL ESTATE IN A SELF DIRECTED IRA OR QUALIFIED PENSION PLAN By Maurice M. Glazer, CEO GLAZER FINANCIAL NETWORK In today s market or lack of market, most baby boomers have most of their retirement

More information

4. My (CPA, attorney, broker, friend) said that buying and selling real estate in my self-directed retirement plan was illegal. Why?

4. My (CPA, attorney, broker, friend) said that buying and selling real estate in my self-directed retirement plan was illegal. Why? Got questions? We have answers. FAQ's 1. Is it legal to purchase non-traditional assets using my self-directed IRA? The answer is yes! The Employee Retirement Income Security Act (ERISA) of 1974 passed

More information

Self-Directed Retirement Accounts. Tax Lien Investing

Self-Directed Retirement Accounts. Tax Lien Investing Self-Directed Retirement Accounts & Tax Lien Investing Security Trust Company & Paul Vojchehoske of the Real Estate Resource Institute Security Trust Company Security Trust Company is a retirement plan

More information

Can I purchase real estate in my IRA? Yes.

Can I purchase real estate in my IRA? Yes. Can I purchase real estate in my IRA? Yes. Why does my current IRA brokerage firm say I can t buy real estate in my IRA? Custodians determine the type of assets they will hold and may not choose to hold

More information

Your Guide to Real Estate in an IRA

Your Guide to Real Estate in an IRA Louisville Realty Associates Robert Kelly 815 Walnut Street A Louisville, CO 80027 720-284-9211 www.louisvillerealtyassociates.com Your Guide to Real Estate in an IRA Information is provided by New Direction

More information

Self-Directed Retirement Accounts. Non-recourse Lending

Self-Directed Retirement Accounts. Non-recourse Lending Self-Directed Retirement Accounts & Non-recourse Lending Security Trust Company & Jason Zook North American Savings Bank Security Trust Company Security Trust Company is a retirement plan administrator

More information

What You Should Know About AES & Self-Directed IRA Investing

What You Should Know About AES & Self-Directed IRA Investing What You Should Know About AES & Self-Directed IRA Investing It s not how much you have in your retirement but how you grow the assets in the account! Asset Exchange Strategies, LLC (AES) National Advisors

More information

Presents: The Solo 401(k) Plan The Ultimate Retirement Solution for the Self Employed January 2012

Presents: The Solo 401(k) Plan The Ultimate Retirement Solution for the Self Employed January 2012 Presents: The Solo 401(k) Plan The Ultimate Retirement Solution for the Self Employed January 2012 Disclaimer: The information provided in this presentation/document is not legal advice, but general information

More information

THE SELF- DIRECTED SOLO 401(K) RETIREMENT PLAN

THE SELF- DIRECTED SOLO 401(K) RETIREMENT PLAN THE SELF- DIRECTED SOLO 401(K) RETIREMENT PLAN www.navbrs.com PH: 888-801-2336 By: Mat Sorensen & Kevin Kennedy, Attorneys KKOS Lawyers ~ Navigator Business & Retirement Services Disclaimer & About Us

More information

Real Estate IRA Frequently Asked Questions

Real Estate IRA Frequently Asked Questions Real Estate IRA Frequently Asked Questions Simply put, a self-directed individual retirement account (IRA) gives you the freedom, flexibility, and choice of how to invest your hard-saved dollars. A real

More information

In Roth We Trust Investing Tax Free with a Self Directed Roth IRA May 30, 2012

In Roth We Trust Investing Tax Free with a Self Directed Roth IRA May 30, 2012 Presents In Roth We Trust Investing Tax Free with a Self Directed Roth IRA May 30, 2012 Disclaimer: This presentation is intended only as a general discussion of these issues. It is not considered to be

More information

Self-Directed Retirement Accounts. 1031 Exchange Investments

Self-Directed Retirement Accounts. 1031 Exchange Investments Self-Directed Retirement Accounts & 1031 Exchange Investments Security Trust Company & James Brennan Esq., LL.M. Exchange Solutions Group Security Trust Company Security Trust Company is a retirement plan

More information

BUYING REAL ESTATE WITH AN IRA AND A NON-RECOURSE LOAN

BUYING REAL ESTATE WITH AN IRA AND A NON-RECOURSE LOAN BUYING REAL ESTATE WITH AN IRA AND A NON-RECOURSE LOAN BY: Mathew Sorensen, Partner KYLER KOHLER OSTERMILLER & SORENSEN, LLP 3033 N. Central Avenue, Suite 415 Phoenix, AZ 85012 Phone 602-761-9798 www.sdirahandbook.com

More information

What types of retirement accounts can be moved into Check Book IRA accounts?

What types of retirement accounts can be moved into Check Book IRA accounts? Check Book IRA Put the "I" back in your IRA FAQ Frequently Asked Questions What is a Self-Directed IRA Custodian? A self-directed IRA custodian is approved by the IRS but you are allowed to direct the

More information

Full Investment Control

Full Investment Control A qualified retirement plan ("QRP") offers one of the most attractive tax shelters available today. If you are self-employed or have your own business entity and you want to create tax advanataged planning

More information

DIRECTION LETTER. Type of payment (capital call, foreclosure fees, property taxes, etc.)

DIRECTION LETTER. Type of payment (capital call, foreclosure fees, property taxes, etc.) DIRECTION LETTER IRA Holder Account # I have read and understand Prohibited Transactions in Self-directed IRAs (page 3). I will not personally benefit from this investment while it is held in my IRA. IRA

More information

QUEST Financial Communications

QUEST Financial Communications Page 1 of 7 Having trouble viewing this email? Click here Volume 10 - Issue 1 November 2013 This Issue: New Options for IRA Investments Significant Tax Free Income Reverse Mortgage Line of Credit for Cash

More information

Frequently Asked Questions

Frequently Asked Questions The Real Estate IRA Frequently Asked Questions Simply put, a self-directed individual retirement account (IRA) gives you the freedom, flexibility, and choice of how to invest your hard-saved dollars. A

More information

A Quick Guide to Real Estate IRAs. American IRA, LLC

A Quick Guide to Real Estate IRAs. American IRA, LLC A Quick Guide to Real Estate IRAs American IRA, LLC Declare independence from Wall Street! Self-directed IRAs and other retirement accounts let you take personal control of your assets. YES! You CAN Own

More information

SELF DIRECTED IRA PERSONAL LOANS

SELF DIRECTED IRA PERSONAL LOANS SELF DIRECTED IRA PERSONAL LOANS Self directed ira personal loan Self-Directed IRA Loans. At Merchants. We now have a portfolio product for investors looking to do rehab property loans utilizing their

More information

Total Control IRA 1. Elite Pensions, LLC. How To. Available Assets

Total Control IRA 1. Elite Pensions, LLC. How To. Available Assets How To Wish you could invest in real estate with your retirement account to earn tax-deferred or tax-free income? Using Real Estate Investors Find Ways to Put Pension Money Into Real Estate Last year,

More information

Retirement Options: guide to Individual Retirement Accounts through Lending Club

Retirement Options: guide to Individual Retirement Accounts through Lending Club Retirement Options: guide to Individual Retirement Accounts through Lending Club This material is provided for informational purposes only. Information in this brochure is not directed to the specific

More information

Self-Directed Solo 401k Plan. Kevin L. Kennedy, Esq. KKOS Lawyers

Self-Directed Solo 401k Plan. Kevin L. Kennedy, Esq. KKOS Lawyers Self-Directed Solo 401k Plan Kevin L. Kennedy, Esq. KKOS Lawyers 1 DISCLAIMER: This presentation is for educational purposes only and is not intended to constitute legal advice, nor does this presentation

More information

Real Estate IRAs Made Easy

Real Estate IRAs Made Easy Real Estate IRAs Made Easy About Advanta IRA As the nation s premier self-directed individual retirement arrangement (IRA) administrator, the regional offices of Advanta IRA have over 25 years of experience

More information

Build Your Business with Self- Directed IRAs

Build Your Business with Self- Directed IRAs 1 Build Your Business with Self- Directed IRAs Connection Wednesday, August 29 th, 11:30 CST objectives 2 WHAT are self-directed IRAs WHEN can retirement accounts own real estate WHY real estate make sense

More information

July 18, 2007 Webinar

July 18, 2007 Webinar July 18, 2007 Webinar Self-Directing Your Retirement for Real Estate: What Can I Really Do? Mathew N. Sorensen, J.D. www.kkolawyers.com Cedar City ~ Las Vegas ~ Beverly Hills ~ Salt Lake City Telephone

More information

SELF-DIRECTED REAL ESTATE DEALS

SELF-DIRECTED REAL ESTATE DEALS SELF-DIRECTED REAL ESTATE DEALS 1 THE SELF DIRECTED IRA Using an investment tool called a Self-Directed IRA, you can move beyond stocks, bonds, and mutual funds and create a portfolio that truly works

More information

Invest your IRA in Non-Traditional Assets

Invest your IRA in Non-Traditional Assets Invest your IRA in Non-Traditional Assets Security Trust Company Security Trust Company is a retirement plan administrator only and does not provide legal, tax, or investment advice. Security Trust Company

More information

Self-Directed IRAs Made Easy

Self-Directed IRAs Made Easy Self-Directed IRAs Made Easy All information provided is for discussion purposes only. Please consult your tax advisor before entering into any financial transactions. About Advanta IRA As the nation s

More information

USING YOUR IRA TO BUY REAL ESTATE

USING YOUR IRA TO BUY REAL ESTATE USING YOUR IRA TO BUY REAL ESTATE (a.k.a. Self Directed IRA) Frequently Ask Questions Page 1 Contents How do I use my IRA to buy Real Estate?... 3 What is a Self-Directed IRA?...3 Why haven t I heard of

More information

Survival 401k, LLC. The Solo 401k Solution. Wise Decisions For Perilous Times. Phone: 844-650-5733 www.survival401k.com

Survival 401k, LLC. The Solo 401k Solution. Wise Decisions For Perilous Times. Phone: 844-650-5733 www.survival401k.com Survival 401k, LLC The Solo 401k Solution Wise Decisions For Perilous Times Phone: 844-650-5733 www.survival401k.com THE PREMIER INVESTING TOOL FOR ENTREPRENEURS Our Solo 401k plan is approved by the IRS

More information

Creating Wealth with your IRA and Real Estate. Summary Guide

Creating Wealth with your IRA and Real Estate. Summary Guide Creating Wealth with your IRA and Real Estate Summary Guide The Self Direct IRA and its Connection to Real Estate Investment While some busy professionals may choose to invest every extra penny they have

More information

Real Estate Investments with your Self-Directed IRA

Real Estate Investments with your Self-Directed IRA Real Estate Investments with your Self-Directed IRA Table of Contents Introduction 2 Self- Directed IRA Basics 3 Investments Allowed in a Self-Directed Retirement Plan 4 Disallowed Investments in a Self-Directed

More information

Presented by: DMITRIY FOMICHENKO. President 949-228-9393. Dmitriy@SenseFinancial.com. Sense Financial Services LLC

Presented by: DMITRIY FOMICHENKO. President 949-228-9393. Dmitriy@SenseFinancial.com. Sense Financial Services LLC Presented by: 1 Presented by: DMITRIY FOMICHENKO President Sense Financial Services LLC 949-228-9393 Dmitriy@SenseFinancial.com Sense Financial Services LLC is not a fiduciary and does not provide legal,

More information

Cash Flow Analysis of Real Estate Projects: Inside and Outside an IRA And Pros & Cons of Investing Your IRA in an LLC

Cash Flow Analysis of Real Estate Projects: Inside and Outside an IRA And Pros & Cons of Investing Your IRA in an LLC Cash Flow Analysis of Real Estate Projects: Inside and Outside an IRA And Pros & Cons of Investing Your IRA in an LLC Wednesday, September 5, 2007 11 am PDT / 12 pm MST / 1 pm CST / 2 pm EST Hosted By:

More information

THE SELF-DIRECTED PLAN FOR BUSINESSES, SELF-EMPLOYED INDIVIDUALS, AND MORE.

THE SELF-DIRECTED PLAN FOR BUSINESSES, SELF-EMPLOYED INDIVIDUALS, AND MORE. SOLO 401(K) OVERVIEW THE SELF-DIRECTED PLAN FOR BUSINESSES, SELF-EMPLOYED INDIVIDUALS, AND MORE. The Solo 401(k) works much the same as traditional 401(k) plans offered by large companies, as well as SEP

More information

WithumSmith+Brown, PC Certified Public Accountants and Consultants BE IN A POSITION OF STRENGTH. withum.com

WithumSmith+Brown, PC Certified Public Accountants and Consultants BE IN A POSITION OF STRENGTH. withum.com 1 Objectives for Today s Webinar What are the different types of K-1s? K-1 line items where do they end up? My income is greater than the cash I received why would that be? 2 What is a Schedule K-1 Form?

More information

Using Your Retirement Accounts for Private Lending. American IRA, LLC

Using Your Retirement Accounts for Private Lending. American IRA, LLC Using Your Retirement Accounts for Private Lending American IRA, LLC Declare independence from Wall Street! Self-directed IRAs and other retirement accounts let you take personal control of your assets.

More information

MULTI FAMILY FUND Investing in US Real Estate in a Self-directed IRA

MULTI FAMILY FUND Investing in US Real Estate in a Self-directed IRA MULTI FAMILY FUND Investing in US Real Estate in a Self-directed IRA Marc Mathys, Attorney-at Law An estimated 3 trillion dollars are investing in stocks, bonds, mutual funds and CD s with tax deferred

More information

WHAT EVERY LAWYER & ADVISOR NEEDS TO KNOW ABOUT SELF-DIRECTED IRAS

WHAT EVERY LAWYER & ADVISOR NEEDS TO KNOW ABOUT SELF-DIRECTED IRAS WHAT EVERY LAWYER & ADVISOR NEEDS TO KNOW ABOUT SELF-DIRECTED IRAS BY: Mathew Sorensen, Partner KYLER KOHLER OSTERMILLER & SORENSEN, LLP 3033 N. Central Avenue, Suite 415 Phoenix, AZ 85012 Phone 602-761-9798

More information

SELF-MANAGED SUPER FUND LOANS

SELF-MANAGED SUPER FUND LOANS SELF-MANAGED SUPER FUND LOANS PART ONE: Purchasing an existing property or Off-The-Plan apartment using the banks money PART ONE: PURCHASING AN EXISTING PROPERTY OR OFF-THE-PLAN APARTMENT USING THE BANK

More information

INVESTING IRAs in REAL ESTATE

INVESTING IRAs in REAL ESTATE INVESTING IRAs in REAL ESTATE AVOIDING THE PITFALLS 2014 OSCPA REAL ESTATE CONFERENCE June 18, 2014 Portland, Oregon Presented by: Vince Cacciottoli Research assistance it by Steve Nofziger Anchorage Beijing

More information

With A Self Directed IRA. From accuplan. 2012 Accuplan. ALL RIGHTS RESERVED

With A Self Directed IRA. From accuplan. 2012 Accuplan. ALL RIGHTS RESERVED With A Self Directed IRA From accuplan The Key Role of Self-Directed IRA s in Crowdfunding and the JOBS ACT SDIRA s to Fund your Start Up SDIRA s to Attract Investors SDIRA s to Rebuild America What is

More information

IRA RECOVERY SYSTEM Includes

IRA RECOVERY SYSTEM Includes Name Street City State Zip Home Phone Mobile Phone Business Phone Email Fax Other IRA RECOVERY SYSTEM Includes Documents Proprietary documents not available from any other source. Filing Forms We file

More information

IRA / Retirement Plan Accounts

IRA / Retirement Plan Accounts IRA / Retirement Plan Accounts Retirement plans are tax advantaged savings plans that have been created by the US government to encourage investors to save for their retirement. Some investments selected

More information

Private Money Blueprint Coaching Program. Communicate With Us. My Background. Module 6 Using IRA Money and Pooling Funds

Private Money Blueprint Coaching Program. Communicate With Us. My Background. Module 6 Using IRA Money and Pooling Funds Private Money Blueprint Coaching Program Module 6 Using IRA Money and Pooling Funds Communicate With Us Susan susan@theinvestorinsights.com Trevor trevor@thereibrain.com Patrick patrick@mustknowinvesting.com

More information

INVESTING IRA AND QUALIFIED RETIREMENT PLAN ASSETS IN REAL ESTATE

INVESTING IRA AND QUALIFIED RETIREMENT PLAN ASSETS IN REAL ESTATE INVESTING IRA AND QUALIFIED RETIREMENT PLAN ASSETS IN REAL ESTATE By: Charles M. Lax, Esq. I. DEFINITIONS A. What is a prohibited transaction? 1. A prohibited transaction is defined in IRC 4975(c)(1) as

More information

Self-Directed IRA Rules and Regulations. Your Blueprint for Building Continued Success

Self-Directed IRA Rules and Regulations. Your Blueprint for Building Continued Success Self-Directed IRA Rules and Regulations Your Blueprint for Building Continued Success Knowing the Rules is the Foundation for Success While a self-directed IRA offers nearly limitless investment options,

More information

AMERICAN IRA. The Time to Take Control is Now. Contact us: (P) IRA (472) (E) AmericanIRA.

AMERICAN IRA. The Time to Take Control is Now.  Contact us: (P) IRA (472) (E) AmericanIRA. The Key to Your Financial Future Is Available. Investing with self-directed retirement plans is easy. Our team is looking forward to serving you. The Time to Take Control is Now Contact us: (P) 866.7500.IRA

More information

Solid Investment and Retirement. Strategies for The Real Estate. Professional

Solid Investment and Retirement. Strategies for The Real Estate. Professional Solid Investment and Retirement Strategies for The Real Estate Professional Chris Bird Seminars, Inc. 2906 East Oaks Road N. Urbana, IL 61802 1 Tax Acts of 2003-2004 Tax Rate Reductions 2002 2003-2010

More information

UNDERSTANDING THE PROHIBITED TRANSACTION RULES FOR SELF DIRECTED IRAS

UNDERSTANDING THE PROHIBITED TRANSACTION RULES FOR SELF DIRECTED IRAS UNDERSTANDING THE PROHIBITED TRANSACTION RULES FOR SELF DIRECTED IRAS BY: Mathew Sorensen, Partner KYLER KOHLER OSTERMILLER & SORENSEN, LLP 3033 N. Central Avenue, Suite 415 Phoenix, AZ 85012 Phone 602-761-9798

More information

Self-Directed IRA s Made Easy

Self-Directed IRA s Made Easy Self-Directed IRA s Made Easy Entrust Freedom, LLC 4560 Via Royale#1 Fort Myers, FL. 33919 Phone: (239) 333-1031 Toll Free: (866) 839-0429 www.entrustfreedom.com About Entrust Freedom, LLC Principal Expertise

More information

NATIONAL INTERACTIVE STUDY GROUP UNIT 8 QUESTIONS

NATIONAL INTERACTIVE STUDY GROUP UNIT 8 QUESTIONS NATIONAL INTERACTIVE STUDY GROUP UNIT 8 QUESTIONS National Interactive Study Group 2 SESSION 8 JOHN MATHIS Notes for Tonight 1. To MUTE your phone line use *6 2. To UNMUTE your phone line use #6 3. Chat

More information

SELF-DIRECTED RETIREMENT PLAN LOANS

SELF-DIRECTED RETIREMENT PLAN LOANS SELF-DIRECTED RETIREMENT PLAN LOANS Presented By: Ryan Sahd Senior Vice President FirstBank 4/13/2015 1 TWO BENEFITS Knowing about Self-Directed IRAs benefits: 1. You By putting your real estate expertise

More information

How to Use Your Retirement Funds to Finance Your Small Business with No Taxes or Penalties. How To Use Your Retirement Funds to Finance Your Business

How to Use Your Retirement Funds to Finance Your Small Business with No Taxes or Penalties. How To Use Your Retirement Funds to Finance Your Business How To Use Your Retirement Funds to Finance Your Business By Bill Seagraves, President January 25, 2009 TABLE OF CONTENTS Overview Succeed in Business and Retire Wealthy: It s All About Cash Flow The Rich

More information

THE SELF DIRECTED IRA HANDBOOK TABLE OF CONTENTS

THE SELF DIRECTED IRA HANDBOOK TABLE OF CONTENTS THE SELF DIRECTED IRA HANDBOOK TABLE OF CONTENTS Acknowledgments 1 What is a Self Directed IRA? Introduction to Self Directed IRAs Self Directed IRA Investment Gain Tax Treatment Table 1.1, SDIRA & IRA

More information

We ve made this change in an effort to provide the information you need to more easily manage your account and track your account activity.

We ve made this change in an effort to provide the information you need to more easily manage your account and track your account activity. IRAFOCUS January 2012 IMPORTANT NEWS AND INFORMATION REGARDING YOUR IRA IN THIS ISSUE Your Statement Has a New Look Making Your 2011-2012 IRA Contribution Your statement has been changed to make it easier

More information

Self-Directed IRAs and Other Interesting Retirement Plan Developments

Self-Directed IRAs and Other Interesting Retirement Plan Developments Self-Directed IRAs and Other Interesting Retirement Plan Developments WARREN L. BAKER JD, LLM F AIRVIEW LAW GROUP, PS 1910 FAIRVIEW AVE E., SUITE 500 S EATTLE, WA 98102 P: 206-753-0305 E: warren@fairviewlawgroup.com

More information

WELCOME!!! Bakersfield Investment Club

WELCOME!!! Bakersfield Investment Club WELCOME!!! Bakersfield Investment Club Bakersfield Investment Club Retire Earlier & Better Than You Ever Expected Buy Houses & Notes on a Weekly Basis Earn Consistent Net Returns of 21%+ Double Your Money

More information

SMSF gearing package. multiport.com.au. Issued 7 July 2014 Multiport Pty Ltd ABN 76 097 695 988 AFS Licence No. 291195

SMSF gearing package. multiport.com.au. Issued 7 July 2014 Multiport Pty Ltd ABN 76 097 695 988 AFS Licence No. 291195 SMSF gearing package multiport.com.au Issued 7 July 2014 Multiport Pty Ltd ABN 76 097 695 988 AFS Licence No. 291195 Contents Multiport s SMSF gearing package 1 An exciting new opportunity 2 How does it

More information

REAL ESTATE IRA/401(k) INVESTOR S GUIDE. A Roadmap for Buying Investment Real Estate in Your Retirement Plan

REAL ESTATE IRA/401(k) INVESTOR S GUIDE. A Roadmap for Buying Investment Real Estate in Your Retirement Plan REAL ESTATE IRA/401(k) INVESTOR S GUIDE A Roadmap for Buying Investment Real Estate in Your Retirement Plan The Guide is designed to equip RealTrust IRA investors with the tools and strategies necessary

More information

Don't Get Stiffed By The Rules of the Self Directed IRA

Don't Get Stiffed By The Rules of the Self Directed IRA Don't Get Stiffed By The Rules of the Self Directed IRA By Watson CPA Group (Google+) While the traditional IRA is the path many take to fund their retirement, some people like the option of paving their

More information

Learning Assignments & Objectives

Learning Assignments & Objectives Learning Assignments & Objectives As a result of studying each assignment, you should be able to meet the objectives listed below each assignment. Chapter 1 Sole Proprietorship At the start of Chapter

More information

Really Take Charge of Your IRA Investments

Really Take Charge of Your IRA Investments Really Take Charge of Your IRA Investments with Self-Directed IRAs By Scott Reed Invest. Here. Now. http://invest-here-now.org Investment prospects Investing Locally Equity investments in local businesses

More information

Key Features Document

Key Features Document Key Features Document This Key Features Document gives you the main points about the Closed Ended Property Portfolio (CEPP) that you are considering. It should be read with your illustration and fully

More information

SPECIAL TAX NOTICE FOR PARTICIPARTS RECEIVING PLAN BENEFIT PAYMENTS

SPECIAL TAX NOTICE FOR PARTICIPARTS RECEIVING PLAN BENEFIT PAYMENTS SPECIAL TAX NOTICE FOR PARTICIPARTS RECEIVING PLAN BENEFIT PAYMENTS SPECIAL TAX NOTICE REGARDING PLAN PAYMENTS This notice explains how you can continue to defer federal income tax on your retirement plan

More information

NH&RA Fall Developers Forum October 18-19, 2010 A Few Things to Remember About Debt Restructuring

NH&RA Fall Developers Forum October 18-19, 2010 A Few Things to Remember About Debt Restructuring NH&RA Fall Developers Forum October 18-19, 2010 A Few Things to Remember About Debt Restructuring Forrest Milder, Nixon Peabody LLP Roger Yorkshaitis, Gatehouse Group, Inc., Overview -- 1 The cancellation

More information

How to Quickly Open a Self Directed IRA so You Can Invest in Real Estate, Notes and Deeds of Trust

How to Quickly Open a Self Directed IRA so You Can Invest in Real Estate, Notes and Deeds of Trust How to Quickly Open a Self Directed IRA so You Can Invest in Real Estate, Notes and Deeds of Trust IRA funds are typically invested in public traded stocks, bonds, mutual funds and money markets, but can

More information

Self-Directed IRAs, The Best Kept Secret

Self-Directed IRAs, The Best Kept Secret Free Special Report: Self-Directed IRAs, The Best Kept Secret Dear Reader, Thank you for responding to our offer for a special report. At this time next year, you will be richer for the information you

More information

SIMPLE IRA Plan. Reporting and Disclosure Requirements No annual IRS filing requirement.

SIMPLE IRA Plan. Reporting and Disclosure Requirements No annual IRS filing requirement. SIMPLE IRA Plan A SIMPLE IRA plan provides small employers with a simplified method to contribute toward their employees' and their own retirement savings. Employees may choose to make salary reduction

More information

ERSOP Entrepreneur Rollover Stock Ownership Plan. Real Estate Management Company

ERSOP Entrepreneur Rollover Stock Ownership Plan. Real Estate Management Company Entrepreneur Rollover Stock Ownership Plan Real Estate Management Company First: Are you going to be Active or Passive? All of our clients have that entrepreneurial spirit, they choose ACTIVE. They are

More information

SPECIAL TAX NOTICE REGARDING PLAN PAYMENTS

SPECIAL TAX NOTICE REGARDING PLAN PAYMENTS SPECIAL TAX NOTICE REGARDING PLAN PAYMENTS This notice explains how you can continue to defer federal income tax on your retirement plan savings in the Plan and contains important information you will

More information

Hardship distributions. A hardship distribution is not eligible for rollover.

Hardship distributions. A hardship distribution is not eligible for rollover. SPECIAL TAX NOTICE REGARDING PLAN PAYMENTS 1 (Alternative to IRS Safe Harbor Notice - For Participant) This notice explains how you can continue to defer federal income tax on your retirement plan savings

More information

Creative Real Estate. Say Yes to Long-Distance Landlording. May 2015 WHAT S INSIDE MONTHLY. Kevin Ornter, CEO Renters Warehouse

Creative Real Estate. Say Yes to Long-Distance Landlording. May 2015 WHAT S INSIDE MONTHLY. Kevin Ornter, CEO Renters Warehouse May 2015 MONTHLY Creative Real Estate Say Yes to Long-Distance Landlording Kevin Ornter, CEO Renters Warehouse Despite a few common misconceptions, deciding to be a long distance landlord can create a

More information

REVOCABLE LIVING TRUST

REVOCABLE LIVING TRUST CHERRY CREEK CORPORATE CENTER 4500 CHERRY CREEK DRIVE SOUTH, SUITE 600 DENVER, CO 80246-1500 303.322.8943 WWW.WADEASH.COM DISCLAIMER Material presented on the Wade Ash Woods Hill & Farley, P.C., website

More information

Q&A with Natalie Choate: Buying Real Estate from a Self-Directed IRA

Q&A with Natalie Choate: Buying Real Estate from a Self-Directed IRA Q&A with Natalie Choate: Buying Real Estate from a Self-Directed IRA Natalie Choate 06-09-06 Natalie Choate is the author of "The 100 Best and Worst Planning Ideas for Your Client's Retirement Benefits,"

More information

Self Managed Superannuation Funds

Self Managed Superannuation Funds Self Managed Superannuation Funds You have as much choice and control over an investment property using your superannuation funds as you would by investing personally Self Managed Superannuation Funds

More information

Course Level: Overview. This program is appropriate for professionals at all organizational levels. (25 Credits)

Course Level: Overview. This program is appropriate for professionals at all organizational levels. (25 Credits) Choice of Entity Course Description & Study Guide This comprehensive book describes and compares sole proprietorships, partnerships, limited liability companies, C corporations and S corporations. It examines

More information

borrow Want to in your SMSF?

borrow Want to in your SMSF? borrow Want to to buy property in your SMSF? A Self Managed Super Fund (SMSF) gives you investment flexibility. Some typical investment options for SMSFs include term deposits, direct shares, and managed

More information

JPMorgan Chase 401(k) Savings Plan Important Information About Rollovers

JPMorgan Chase 401(k) Savings Plan Important Information About Rollovers JPMorgan Chase 401(k) Savings Plan Important Information About Rollovers This flyer is designed to help you better understand rollover contributions to your JPMorgan Chase 401(k) Savings Plan account.

More information

Getting the Jump on Year-End Tax Planning Ideas for Individuals

Getting the Jump on Year-End Tax Planning Ideas for Individuals Getting the Jump on Year-End Tax Planning Ideas for Individuals Broadcast Date: Sept. 26, 2012 Copyright 2012 All-Star Tax Series, LLC 3.8% Medicare Surtax As applied to individuals, tax is 3.8% of lesser

More information

Common Tax Issues in a Down Economy, IRS Red Flags & Transactions in Property

Common Tax Issues in a Down Economy, IRS Red Flags & Transactions in Property Common Tax Issues in a Down Economy, IRS Red Flags & Transactions in Property Pedram Ben-Cohen Attorney & CPA BEN-COHEN LAW FIRM 1801 Avenue of the Stars, Suite 1025 Los Angeles, CA 90067-5809 Direct Dial:

More information

What will happen to my Home. Information about your home when bankruptcy occurs.

What will happen to my Home. Information about your home when bankruptcy occurs. What will happen to my Home Information about your home when bankruptcy occurs. This leaflet covers the questions you are most likely to want answered about your home if you are made bankrupt. 1. Will

More information

Moss Adams Introduction to ESOPs

Moss Adams Introduction to ESOPs Moss Adams Introduction to ESOPs Looking for an exit strategy Have you considered an ESOP? Since 1984, we have performed over 2,000 Employee Stock Ownership Plan (ESOP) valuations for companies with as

More information

How to Setup a Self-Directed IRA

How to Setup a Self-Directed IRA How to Setup a Self-Directed IRA You may have an IRA, or may have heard a lot about IRA s. They are pretty common nowadays, where you can walk into just about any bank or credit union and open one. But

More information

Creating Carryback Financing. Chapter 1 Outline

Creating Carryback Financing. Chapter 1 Outline Creating Carryback Financing Carryback financing in lieu of cash Chapter 1 This chapter introduces the concept of carryback financing and presents the various forms of documentation and risks of loss involved.

More information

1031EXCHANGE HANDBOOK

1031EXCHANGE HANDBOOK SECTION 1031EXCHANGE HANDBOOK YOUR QUESTIONS ANSWERED Investment Exchange Group Toll free 800.908.1031 www.ixg1031.com Investment Exchange Group This 1031 Exchange Handbook will simplify and clarify terminology

More information

SDIRA GUIDE. Your Premier Self-Directed IRA Provider

SDIRA GUIDE. Your Premier Self-Directed IRA Provider SDIRA GUIDE Your Premier Self-Directed IRA Provider TABLE OF CONTENTS CHAPTER 1 5 What it means to be an Investor 5 CHAPTER 2 8 What is a Self-Directed IRA 8 CHAPTER 3 11 Types of Accounts 11 CHAPTER 4

More information

Employee Stock Ownership Plan (ESOP)

Employee Stock Ownership Plan (ESOP) Employee Stock Ownership Plan (ESOP) The basics: The ESOP is essentially a stock bonus plan in which employer stock may be used for contributions. How It Works Employer contributes company stock or cash

More information

LLC OUTLINE Table of Contents

LLC OUTLINE Table of Contents LLC OUTLINE Table of Contents I. INTRODUCTION... 1 A. Consider The Following Example:... 1 1. How should this trio proceed to organize?... 1 2. A Better Choice:... 1 B. Limited Liability Company... 2 1.

More information

How to Roll Your Money into the JPMorgan Chase 401(k) Savings Plan. Rollover Checklist

How to Roll Your Money into the JPMorgan Chase 401(k) Savings Plan. Rollover Checklist How to Roll Your Money into the JPMorgan Chase 401(k) Savings Plan In this packet, you will find information to help you roll over your individual retirement account (IRA) or qualified retirement savings

More information

INSTRUCTIONS TO EMPLOYER. What to do when an active participant requests a hardship or other in-service withdrawal

INSTRUCTIONS TO EMPLOYER. What to do when an active participant requests a hardship or other in-service withdrawal INSTRUCTIONS TO EMPLOYER What to do when an active participant requests a hardship or other in-service withdrawal 1. Print the following withdrawal forms and give them to the participant. The required

More information

GETTING THE MOST OUT OF YOUR ESOP

GETTING THE MOST OUT OF YOUR ESOP GETTING THE MOST OUT OF YOUR ESOP Michael G. Keeley Hunton & Williams LLP 1445 Ross Avenue Suite 3700 Dallas, Texas 75202 (214) 468-3345 mkeeley@hunton.com Traditional Sources of Capital for Community

More information

HOUSE OF REPRESENTATIVES STAFF ANALYSIS REFERENCE ACTION ANALYST STAFF DIRECTOR

HOUSE OF REPRESENTATIVES STAFF ANALYSIS REFERENCE ACTION ANALYST STAFF DIRECTOR HOUSE OF REPRESENTATIVES STAFF ANALYSIS BILL #: HB 1141 Conveyances of Land SPONSOR(S): Stargel TIED BILLS: None IDEN./SIM. BILLS: SB 1434 REFERENCE ACTION ANALYST STAFF DIRECTOR 1) Civil Justice Committee

More information