PDF Get Control! Using an Ira (Or 401k) to Invest in Real Estate
[Pages:27]GET CONTROL!
USING AN IRA (OR 401K)
T\ O INVEST IN REAL
ESTATE
March 18, 2019
Scott Maurer, JD, CISP
Director of Business Development
Worked for Advanta since 2006 Licensed attorney (State of Florida)
Contact Scott at:
Tel 800-425-0653 x1123 Email: smaurer@
Disclaimer
Advanta IRA, and its employees, do not provide legal, tax, or investment advice, does not endorse any products and is not affiliated with any other company (including any companies or individuals that are guest presenters).
All information and materials are for educational purposes only. All parties are encouraged to consult with their attorneys, accountants, and financial advisors before entering into any type of investment.
ABOUT ADVANTA IRA
What Is a Self-Directed IRA?
EXPERIENCED
With over 15 years in our industry, Advanta IRA is the nation's premier self-directed IRA administrator.
TRUSTED
With clients across the nation, Advanta IRA holds over $1 billion in assets and partners with a network of trusted CPAs and attorneys.
SECURE
We use multiple banks that are insured by the FDIC to protect the undirected cash held within your IRA.
PERSONAL
Our account manager system guarantees clients concierge-style personal service. Advanta IRA also offers cutting-edge educational tools for all types of investors.
OUR LEARNING CENTER
About Advanta IRA
Powerful knowledge about self-directed retirement plans and alternative investments is available at your fingertips:
ADVANTA EVENTS
EVENTS
ADVANTA ON-DEMAND
LEARNING-CENTER
THE ADVANTA BLOG
BLOG.
Seminars, webinars, networking, and lunch and learn events to help
you learn the ins and outs of self-direction
Watch free investment training videos and learn how to build a
self-directed plan that's right for you
Get the latest industry news, updates, and insights from our
team of professionals
HAVEN'T HEARD OF A SELF-DIRECTED IRA?
What Is a Self-Directed IRA?
Maybe it is because the most common IRAs are administered by banks and investment brokers who offer limited investment products. However, the IRS regulations allow a much broader range of investments.
Did you know self-directed accounts only add up to less than 2% of IRA investments?
WHY DO PEOPLE CHOOSE TO SELF-DIRECT?
In general, people looking to self-direct fall into one or more of the following buckets:
New Source of Capital:
Cash in IRA/retirement plan provides them with
needed capital for an investment
Stock Market Fatigue:
Tired/unsure of investments into conventional assets (like stocks, bonds, mutual
funds, etc.)
Tax Benefits:
Benefits of investment (rents, dividends, profits) are tax-deferred or tax-free
back to IRA account
These people include everyday real estate investors through white-collar professionals investing in the next start-up company or private hedge fund.
SELF-DIRECTED PLANS
Types of Assets and Accounts
Traditional IRA
Roth IRA
SIMPLE IRA
PLANS
SEP IRA
Former 401k, 403b,
457, TSP
Individual(k) Plan
Defined Benefit
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