Investing in Real Estate with a Self Directed Solo 401k
-
Upload
sensefinancialcom -
Category
Real Estate
-
view
528 -
download
3
Transcript of Investing in Real Estate with a Self Directed Solo 401k
WITH A SELF DIRECTED SOLO 401K
INVEST IN
Real Estate
Dmitriy Fomichenko
President & FounderSense Financial Services LLCwww.SenseFinancial.com
{ }What is a Solo 401k& How to get Checkbook Control
1
A Solo 401k is a qualified retirement plan designed for
small business owners and self
employed individuals.
Self employed business activity with an intention of generating income
No full time employee other than business owners and spouses
SOLO 401K ELIGIBILITY
Real EstatePrecious MetalsTrust DeedsPrivate BusinessAnd more!
INVESTMENT OPTIONS
Take control and invest without a
custodian
CHECKBOOK CONTROL
TRULY SELF-DIRECTED SOLO 401K
{ }Why Real EstateBenefits of investing with a Solo 401k
2
Real estate investing remains a tried and true means of building an individual's cash flow and wealth.
“ “Robert Kiyosaki
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
Solo 401kwith Checkbook Control
Plan owners have direct access to the funds and can make
investment decisions with no custodian fee and no delay.
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
{ }How to get startedBuying your first Solo 401k property3
3
2
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.
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
“ “
LEARN MOREwww.SenseFinancial.com(949) 228 - 9394