Case Studies: What Self-Directed IRAs are Doing Now
| Faculty: | David Bosworth, Bill Humphrey, Catherine Wynne |
| Production Date: | November 24 2009 |
| Prerequisites: | None |
Description
This exciting program is Part II to "Self-Directed IRAs: The Fastest Growing Segment of Retirement Investing," and examines 9 case studies on different types of self-directed IRA investment scenarios. Creativity, partnering and structuring different investments properly are part of this hour. Although many self-directed IRAs are aimed at those looking at real estate, you will learn that real estate is but one of many investments that can be made within an IRA. Step by step instructions on the process are illustrated using a typical real estate deal as a model. The course will also address tax reporting through file 1065, tax strategies for distribution, and tax consequences of moving into a new property as well as leverage within an IRA and the implications of such leverage – Unrelated Business Income Tax, which is addressed in more detail in Part III of this series.
Learning Objectives:
I. Understand of a typical real estate transaction.
II. Analyze how an IRA purchase using assets of two IRAs is done.
III. Know how to partner an IRA with the beneficial owner of the IRA.
IV. Comprehend the ability of an IRA to purchase real estate with debt leverage.
V. Describe what a preconstruction sale is.
VI. Evaluate a mortgage with a deed of trust.
User Reviews
Douglas (Carolina Beach, NC)
great course
brian (Durham, NC)
excellent
Paul (New York, NY)
liked the practical points a lot - a useful addition to the actual set of rules.
Robert (Memphis, TN)
Very informative seminar.
Robert J (Reno, NV)
Good format with follow-up questions.
Linda (Houston, TX)
Some interesting scenarios
Edwin (Arlington, VA)
Would like to see other pension/IRS/pension topis
Nikki (Arlington, VA)
very much enjoyed this course. great job on presenting the case studies. very useful info- thanks. well prepared, thought out & presented.
Greg (Owensboro, KY)
Faculty has real world experience and are enjoyable to listen to.
Richard (Skokie, IL)
Very well done and a great outline. This is a difficult area of practice and it is good to have experienced guidance.
Beata (Brooklyn, NY)
Great examples!
Ronald (Houston, TX)
Good refresher
Stephen C. (Oak Park, IL)
An excellent program. The case study approach to this very complex area of law and accounting was superior.
Gisbert (Pt. Richmond, CA)
sound practical, nuts and bolts advice.
Robert (Pleasant View, TN)
I didn't realize until the second seminar of this series just how helpful David Bosworth's follow-up comments and observations were. David asked all the questions that I would likely ask a few months down the road while putting this information into actual practice.
Cathleen (Vienna, VA)
It is easier to learn from a session where the written material are in sync with the lecture.
Vicki (Dallas, TX)
Interesting topic and well presented.
Thomas (Washington, DC)
Very clever!
Martha (Delmar, NY)
Excellent, informative presentation.
paul (alexandria, VA)
fabulous
Jenny (Norfolk, VA)
Great practical application for real estate attorneys and investors!
Daniel (San Francisco, CA)
dry. but good.
Pamela (Rochester, NY)
Excellent practical illustrations of how self-directed IRAs can work. Very informative.
Gary (Gainesville, VA)
Joung Ho (Flushing, NJ)
Using examples to explain investment in Real Estate using IRA was effective and informative.
Michael (San Antonio, TX)
excellent speakers
James (New York, NY)
Outstanding!!! The speakers were fascinating. I will listen to this again and again to absorb more and reinforce everything that I took away the first time. Thank you so much!
Donna Marie (Basking Ridge, NJ)
pertinent materials
Lewis (Elmira, NY)
A little light on the legal pitfalls but opened a lot of doors.
Somaly (Vienna, VA)
interesting
Joel (Hainesville, IL)
Love the format (and the content). Thank you.
Retha (Cataula, GA)
Variety of case studies provided good overview.
Graham (Brooklyn, NY)
good introduction to self directed IRA's as innovative use with various risks and complications explained.
Harold (East Syracuse, NY)
very practical presentation
Jeffrey (Helena, MT)
Good, practical case studies.
Price: $40.00
Purchase Course (For CE Credit)Earn CLE Credits
General Credits
| State | Credits |
|---|---|
| AZ | 1.00 |
| CA | 1.00 |
| GA | 1.00 |
| HI | 1.00 |
| IL | 1.00 |
| MO | 1.00 |
| NC | 1.00 |
| ND | 1.00 |
| NJ | 1.00 |
| NV | 1.00 |
| NY | 1.00 |
| PA | 1.00 |
| TS | 1.00 |
Course ( Free )