Investing in Real Estate with a Self Directed Solo 401k

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WITH A SELF DIRECTED SOLO 401K INVEST IN Real Estate

Transcript of Investing in Real Estate with a Self Directed Solo 401k

Page 1: Investing in Real Estate with a Self Directed Solo 401k

WITH A SELF DIRECTED SOLO 401K

INVEST IN

Real Estate

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Dmitriy Fomichenko

President & FounderSense Financial Services LLCwww.SenseFinancial.com

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{ }What is a Solo 401k& How to get Checkbook Control

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A Solo 401k is a qualified retirement plan designed for

small business owners and self

employed individuals.

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Self employed business activity with an intention of generating income

No full time employee other than business owners and spouses

SOLO 401K ELIGIBILITY

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Real EstatePrecious MetalsTrust DeedsPrivate BusinessAnd more!

INVESTMENT OPTIONS

Take control and invest without a

custodian

CHECKBOOK CONTROL

TRULY SELF-DIRECTED SOLO 401K

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{ }Why Real EstateBenefits of investing with a Solo 401k

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Real estate investing remains a tried and true means of building an individual's cash flow and wealth. 

“ “Robert Kiyosaki

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REAL ESTATE INVESTING WITH TAX BENEFITS

TAX-FREE INCOME WITH A ROTH SOLO 401K

TAX DEFERRED: PAY NO TAX UNTIL RETIREMENT WITH A

SOLO 401K

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Solo 401kwith Checkbook Control

Plan owners have direct access to the funds and can make

investment decisions with no custodian fee and no delay.

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Solo 401k plan allows the

use of non-recourse loans

to purchase real estate

NON-RECOURSE FINANCING

No Unrelated Business

Income Tax (UBIT) for the

use of financing

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{ }How to get startedBuying your first Solo 401k property3

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Buying Real Estate within a Solo 401k

1 Set up a self directed Solo 401k: fund the plan by rollover or contribution

Select a Property: Perform due diligence and Beware of prohibited transactions.

Purchase the Property: All income and expense go through the Solo 401k Trust.

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I recommend Solo 401k with Sense Financial to everyone I talk to.  The returns I have made in 6 months beat what I made for the past 3 years in my company 401k plan! If you have the opportunity to switch to a Solo plan, take advantage of it NOW!

Renee A. Westerville, OH

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