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3 Tax $trategies for Real Estate Investing

Pay Less Tax Legally, Morally and Ethically!

Over the last few years, I have become passionate about wealth creation and using all the legal means at my disposal to reduce tax burden. This is a major distinction in growing net worth and reducing the outflow of capital.

Legally Limit the Amount of Taxes You Have to Pay!

Using your IRA to self-direct your investments can be a crucial tool in reducing your tax burden. If you invest from a regular IRA you delay your tax burden until you withdraw the money in retirement. Investing from your Roth IRA you have already paid the tax. When you put your investment capital into the Roth IRA, this is great news, because the growth of the capital is TAX-FREE FOREVER.

This becomes a huge advantage in retirement because it is almost impossible to predict where the tax rate will be in future years. Likewise, in retirement, most have given up their main source of income and are dependent on the income coming from investments. No taxes on investments coming from a Roth IRA becomes “priceless.” Following are three examples of how to get started.

Option #1: Quest

5 Easy Steps To Purchasing Assets With Your Quest Self-Directed IRA

Step 1) Open your Quest Trust Company Account. Select the type of account you would like to open and send your completed paperwork. Your account will be open in 24-48 hours once we have received the paperwork.

Step 2) Fund your Quest Trust Company account. IRAs can be funded via rollover, transfer, or contribution.

Step 3) Locate your Investment. Quest Trust Company allows you the freedom of selecting the investment of your choice. However, there are a few investments that are not allowed by the IRS.

Step 4) Complete Investment paperwork. In order for Quest Trust Company to process your investment there are a few things we will need like a Completed Direction of Investment Form and any documents related to the investment.

Step 5) Once Quest Trust Company has received paperwork we will process your Direction of Investment and send funds as requested. Normal processing time is within 24-48 hours.

Option #2: Broad Financial

The Ultimate Checkbook IRA with Broad Financial

Almost every investor possesses a 401(k), Traditional IRA and/or Roth IRA. There’s no required minimum initial investment. You can open an account, and fund it with monthly contributions, including payroll contributions, and it’s just about the easiest diversified investment opportunity available. But have you heard about the most robust investing platform, with no-fee transactions and real-time investing yet?

With the Ultimate Checkbook IRA, you can buy real estate with your IRA, and you can do so without the hassle of crushing fees. It works through the creation of an LLC. When you sign up with a company like Broad Financial, they will set up an LLC for your self-directed IRA, which will then allow you to open a checking account at your local bank. This checking account is under the control of just one person: you.

Option #3: Equity Trust

Invest in real estate using a Self-Directed Account through Equity Trust.

Self-directed retirement accounts offer the ability to invest in several non-traditional assets. Equity Trust allows you to take advantage of the potential wealth-creating benefits of self-directed retirement accounts by investing in what you know.

Once you have opened and funded your Equity Trust self-directed account, these are the basic steps to making an investment using your account:

  • Find an Individual or Entity Interested in Borrowing Money.

  • Request Funds and Direct Your Investment.

  • Complete and submit the Promissory Note and Direction of Investment Form.

  • Equity Trust Processes Your Investment Direction and Remits Money to Borrower as Directed

  • Manage the Investment within Your IRA

  • You must always remain at arm’s length from your IRA investment and avoid prohibited transactions.

  • Act on Your Exit Strategy and Plan Your Next Steps

Change Your Tax Strategy... Change Your Future!

We have experience with using these three companies as tools to fund Real Estate Investment Deals. We recommend any of these three companies as they all have excellent customer service and will help you get started as soon as you are ready.

As a matter of fact, depending upon your portfolio you may find that this is the best tax climate you will ever have. Rolling your regular IRA into a Roth IRA, and paying the tax now may be your best opportunity to get a great tax rate.

If you have any questions about these processes, feel free to call me on my cell at (608) 306-1199 to go over all the details.

—Joshua Dudgeon

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