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)