Archive for the ‘Solo 401K Real Estate’ Category

Investing in Real Estate with Self Directed 401k Plans

June 20th, 2016

Most people mistakenly believe that their 401(k) must be invested in bank CDs, the stock market, or mutual funds. Few Investors realize that the IRS has always permitted real estate to be held inside 401(k) retirement accounts. Investments in real estate with a Self-Directed 401(k) are fully permissible under the Employee Retirement Income Security Act […]

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No California Franchise Tax of $800 When Using a California LLC with a Solo 401(k) Plan to Buy Real Estate

June 9th, 2016

There is only one exemption to the California annual minimum franchise tax of $800 and that is for a title holding companies whose sole purpose is to acquire, hold title to, and collecting from real property. As per California Franchise Tax rules Section 23701(h) and (x), a title holding company whose sole purpose is acquire, […]

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Using a Roth Solo 401(k) to Invest in Real Estate

January 25th, 2016

Using a Solo 401(k) Plan with a Roth component to purchase real estate or make other alternative asset investments is most tax beneficial way to make such investments. With federal and state income tax rates expected to increase in the future, gaining the ability to generate tax-free returns from your retirement investments when you retire […]

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Using Retirement Funds to Purchase Real Estate

August 7th, 2015

It’s a little-known fact that Real Estate can be purchased with retirement account funds. When using a Self-Directed IRA LLC or Solo 401(k) for investments in real estate, your profits are tax-deferred back into your retirement account. More important, if you have full checkbook control over your Self-Directed IRA LLC or Solo 401(k), the purchases […]

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Scottrade Solo 401K Plan – Can I Buy Real Estate?

June 24th, 2015

The Solo 401K Plan is an IRS approved plan that was designed specifically for the self-employed or small business owner with no employees other than the owners(s).  However, not all Solo 401k plans are the same.   When it comes to deciding what type of 401(k) qualified retirement plan is best for you, it is […]

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TD Ameritrade Solo 401K Plan – Can I Buy Real Estate?

June 24th, 2015

The Solo 401K Plan is an IRS approved plan that was designed specifically for the self-employed or small business owner with no employees other than the owners(s).  However, not all Solo 401k plans are the same.   When it comes to deciding what type of 401(k) qualified retirement plan is best for you, it is […]

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Vanguard Solo 401K Plan – Can I Buy Real Estate?

June 24th, 2015

The Solo 401K Plan is an IRS approved plan that was designed specifically for the self-employed or small business owner with no employees other than the owners(s).  However, not all Solo 401k plans are the same.   When it comes to deciding what type of 401(k) qualified retirement plan is best for you, it is […]

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Charles Schwab Solo 401K Plan – Can I Buy Real Estate?

June 24th, 2015

The Solo 401K Plan is an IRS approved plan that was designed specifically for the self-employed or small business owner with no employees other than the owners(s).  However, not all Solo 401k plans are the same.   When it comes to deciding what type of 401(k) qualified retirement plan is best for you, it is […]

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