Investing in Real Estate with IRA Funds. Benefits of a Real Estate IRA  Helps You Take Control Invest in what you know and understand  Diversification.

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Presentation transcript:

Investing in Real Estate with IRA Funds

Benefits of a Real Estate IRA  Helps You Take Control Invest in what you know and understand  Diversification of Your Retirement Portfolio Property prices do not move in correlation with the equity markets Can help mitigate risk and portfolio volatility

What You Can Invest In Real Estate Related Assets: Residential Commercial International Undeveloped land Mobile homes And much more!

IRS Rules – Disqualified Persons  Prohibited Transactions - IRC 4975(e)(2)

IRS Rules  Prohibited Transactions - IRC 4975(c)(1) A transaction between an IRA and a disqualified person that is prohibited by law “Arms-length” transaction; no “self-dealing” Selling, exchanging, or leasing any property Lending money or extending credit Providing goods, services or facilities Using the income for assets Transferring the income or assets for personal gain Use of any property by any lineal descendants and ascendants, and any spouse or lineal descendants

Get Started Today Open an Entrust Account Fund Your New Account Invest in Real Estate