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Self Directed 401K Real Estate Investing
A Self Directed Retirement Plan, or Self Directed Investing, provides the FREEDOM to invest in an almost limitless manner, outside the limitations of traditional brokerages that are typically over-weighted in stocks, bonds, and mutual funds. Investors become free to diversify into alternative investments such as mortgage notes, tax liens, partnerships, coins, precious metals, and private Real Estate, including leveraged Real Estate, for instance, to purchase real estate that can generate rental income.
About this video: Capital Resource and K. A. Lindow, CPA are two of the very few CPA firms located in Phoenix, Arizona, offering “turn-key” solutions for Real Estate Investing.
In order to take greater control of your retirement account, you need to limit custodial involvement by establishing a Self Directed IRA or Self Directed 401K LLC Structure – giving you checkbook control to act immediately to investment opportunities, and potentially saving you thousands in fees. This LLC structure is tax court approved, giving you the ability to make investing as “simple as writing a check” from the bank of your choice, and avoiding the restrictions and delays of custodians. Our free consultation will educate you on the many other advantages this strategy can provide.
Important To Know
You must understand the differences between a Self Directed IRA and a Self Directed 401K before making a decision as to which is more suitable for your goals by consulting with our tax experts. We will advise and develop Limited Liability Companies (LLC's) only after we are certain which plan will be best for you. Many of our clients are quite surprised to learn how easy it can be to become eligible to establish a Solo-401(K) plan – don’t rule out this possibility! These plans offer greater advantages than an IRA for certain types of investments. Our firm can offer simple strategies to make this happen – even if you are not currently self employed. Why You Want a Trusted Tax Expert
Our solutions provide opportunities for Real Estate investments using IRA/401K funds, to help increase your retirement accounts and monthly cash flow. We will educate and advise you on the rules of Self Directed IRA/401K plans, from rolling over your account and establishing the new plan to taking distributions, especially for your real estate investment.
Only a tax expert can provide advice on Self Directed Investing – don’t settle for anything less; be sure to ask any prospective plan facilitator or administrator how they are qualified to help you and if they can provide advice.
Why Choose K.A. Lindow To Manage Your Retirement Account Investment to Plan Your Real Estate Purchases?
If you are looking to invest your retirement account or personal funds in an investment property, but lack the experience and the time and experience to build a profitable real estate portfolio, then working with a highly experienced team of professionals can help you get started investing in real estate passively and profitably.
Whether these are retirement accounts, self-directed IRA funds, or others, we offer a variety of programs that you can select from our real estate and portfolio development services. If you want to be a real estate investor, to purchase real estate, we can assist you through all phases from beginning to end including the acquisition and due diligence, financing, holding, and managing and selling phase to ensure your real estate investment count using your retirement account. We will use aggressive strategies to look for tax-deductible opportunities throughout with an emphasis on both cash flow and growth whether it is from your rental income or others.
Capital Resource can help you plan real estate investment opportunities. With the right help, real estate investors can find investing in a real estate property as a safe alternative to the stock market or a bank CD. We will help you structure an 18% to 20% return, preferably tax-free. This is the perfect opportunity to maximize your self-directed IRAs by getting rental income or value generated from the investment property. We ensure that you won't have problems with your property purchase documents, or violating IRS prohibited transaction rules when purchasing real estate investments. Our firm specializes in establishing limited liability self-directed IRA and 401K retirement plans, providing on-the-spot checkbook control to help you react quickly when real estate investment opportunities arise.
If you have any questions about Roth IRA funds or if you may have unrelated business taxable income, or if you are a non-retiree if a non-recourse loan is more feasible for a real estate investment, especially if it involves Self-directed IRA, Let’s Talk: (480) 940-8351, so we can get started with your real estate investments.
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Delivering Measurable Results
K. A. Lindow, CPA, P.C. CPA Firm Firm, Phoenix, AZ.
Self Directed 401K Real Estate Investing
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