Asset Optimization Blog - Ken W. Stone
Is a Self Directed Retirement Account Best (part 3)?
In Retirement Planning by Ken Stone (September 19, 2008 11:35 pm)
It’s critically important to understand the Tax Consequences of the decision to purchase investment real estate with a self directed retirement account.
Here’s the scoop on the tax treatment for investment real estate at the time of sale (setting aside the tax benefits that are realized during ownership):
–>Gains as defined by the IRS are subject to […]
Is a Self Directed IRA Best (part 2)?
In Retirement Planning by Ken Stone (April 24, 2008 10:19 pm)
How does a Self Directed Retirement Account work with investment Real Estate?
The company that taught the training class I attended indicated that the average account size they manage is $70,000. This is shocking when thinking about using a self directed retirement account to purchase investment real estate.
Here’s why:
When you opt to self direct a retirement […]
Is a Self Directed Retirement Account Best?
In Retirement Planning by Ken Stone (April 15, 2008 9:26 pm)
Here’s the background: a couple of weeks ago I attended a continuing education (CE) session on self directed retirement accounts. I haven’t felt good about these since they first made a serious push onto the real estate scene several years ago - but I thought I’d attend, and see what I could learn. Let me […]
