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REAL ESTATE IRA “ Real Opportunity ”

REAL ESTATE IRA “ Real Opportunity ”. Presented By:. F³E Foundation for Financial Education www.f3eonline.org-sharon@f3eonline.org- 1-240-499-0390. Traditional vs. Self-Directed IRA. Exclusions… Collectibles (Art, Jewelry, and Antiques) Life Insurance Party-in- Intrust Transitions.

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REAL ESTATE IRA “ Real Opportunity ”

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  1. REAL ESTATE IRA“ Real Opportunity ” Presented By: F³EFoundation for Financial Education www.f3eonline.org-sharon@f3eonline.org- 1-240-499-0390

  2. Traditional vs. Self-Directed IRA Exclusions… • Collectibles (Art, Jewelry, and Antiques) • Life Insurance • Party-in-Intrust Transitions

  3. What’s Possible? • Hard Money Loans • Purchase a Business • Real Estate or LLC (Limited Liability Company)

  4. Who Do You Use? • CFP (Certified Financial Planner) • CPA (Certified Public Accountant) • CRIA (Certified Retirement Investment Advisor) • Estate Planner (Lawyer or Estate Planning Expert)

  5. IRA – Publication 590 (IRS) • IRA (Individual Retirement Arrangements) • IRA = IOU

  6. IRA Explosion • Tax • Inflation $1,000,000 IRS ↓ 4% $40,000

  7. IRA Greek Tragedy $1,000,000 • Potential Estate Tax • Income Tax $240,000

  8. Real Estate IRA • Self-Directed (Lower Fees) • Growth & Income • Diversity Portfolio

  9. Example: Jack • Good Rates • Low Market • Retirement Home • …Buy It Now In Your IRA!

  10. Example: Jack & Jill Open Self-Directed IRA Direct Trustee to Purchase House Income from Rental; Get Re-Invested IRA Distributes House $ to Jack & Jill at Retirement

  11. Other Opportunities • Pool Asset of Multiple People IRA’s • Commercial Investing with Less Risk/More Buying Power • Non-Recourse Financing

  12. Things to Consider • Must Remain in IRA until Retirement • All Rents Must be Re-Invested • You Cannot Manage Property • Taxable Distribution at Retirement • Talk to an Expert!

  13. Real Estate IRA Are you ready to act on this rare and unique opportunity ?

  14. Questions ?

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