Case Studies: What Self-Directed IRAs are Doing Now

Join Bill Humphrey and attorney Brad Burnett for this exciting program, "Self-Directed IRAs: The Fastest Growing Segment of Retirement Investing.”  Here, they examine nine case studies on different types of self-directed IRA investment scenarios.  Creativity, partnering, and structuring different investments properly are all important components of these scenarios.  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.  

In this course, step by step instructions on the process are illustrated using a typical real estate deal as a model.  The course also addresses 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, namely Unrelated Business Income Tax.

Learning Objectives:

I.     Understand a typical real estate transaction.

II.    Analyze how an IRA purchase using assets of two IRAs is done and know how to partner an IRA with the beneficial owner of the IRA

III.   Recognize the ability of an IRA to purchase real estate with debt leverage

IV.   Describe a preconstruction sale

V.    Evaluate a mortgage with a deed of trust