Real Estate

TAKE CONTROL WITH A SELF-DIRECTED IRA

Investing in real estate through your self-directed IRA may be the key to turning vacation or retirement dreams into reality. 
While most self-directed custodians accommodate tradtional investments such as mutual funds and stocks there are specialized companies that allow clients to invest in all forms of real estate.

If your retirement assets are now in a
IRA, SEP IRA, Roth IRA, 410(k), Profit Sharing
or other plan you may qualify to invest those funds
into real estate in your favorite local community, vacation state
and or foreign country.

Beginning January 1, 2010 you may be eligible to convert a
tranditional IRA to a Roth IRA, regardless of the amount of your income.
Currently you are restricted if your AGI exceeds $100,000.
There are tax liabilities for the conversion which can be
spread over tax years 2011 and 2012.  As a result of the conversion,
you can purchase real estate in your retirement while limiting your future
tax liability significantly.

Please contact me for more information:
Julie K. Danielson at 619.888.2948 or
email: jdan5284@sbcglobal.net
Click here to contact Julie