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SDIRA - Self directed IRA Investments

  • Properties owned through IRA
  • Investments - Risk, yield, rate of return
  • Capital appreciation
  • Most people do not know they can hold real estate in their IRA

Advantages of an IRA (Individual Retirement Arrangement)

  • You may be able to deduct your contributions in part depending on type of circumstances.
  • By buying and selling with the tax differed IRA then you are able to use the profit to reinvest tax free
  • No personal benefit
  • Can't take it out before 59.5 yrs. old (10% penalty (unless exempt)
  • After 59.5 years. old - ordinary income
  • Required beginning at 70 1/2
  • Only contributions can be take our to buy personal use property
  • No criteria for the type of property that can be purchased in the IRA
  • Capital appreciation or rental income is not taxed
  • HSA -Health Savings Account (can be self directed if they have receipts)
  • You can use any of your tax plan into an IRA
  • 6 trillion locked in IRA

The rules

  • Life insurance and collectibles cannot be held in an IRA
  • Passive
  • Arms length
  • Cannot get any personal
  • IRA = TRUST (Must be defensible to the IRS)

Real Estate in a NuView IRA

  • Have the account opened with at least the deposit of 10% in the account
  • Single Family
  • Multi-family
  • Residential
  • Have the account opened with at least the deposit of 10% in the accountCommercial
  • Unimproved Land
  •  Single Family
  • Multi-family
  • Residential
  • Commercial
  • Unimproved Land

Three ways to Purchase Real Estate

  • Cash
  • Partnership
  • Leverage*(unrelated debt financed Income Tax May Apply)