Real Estate Investments in Your Self Directed Retirement Plan: A Guide

Book Description
This step by step Guide of how to purchase Real Estate and Other non-standard assets with Individual Retirement Accounts (IRAs) and Qualified Plans (Keoghs). This Guide shows actual cases of eleven deals from Real Property and Notes to Tax Lien Certificates and participations. The book provides a How to Get Started section, which explains how to open and account, fund the plan and what documents are required. The large reference section provides the legal background information for the book. Written from the perspective of an administrator and recordkeeper, this book provides the inside story of how self directed investments work in real time.

From the Publisher
Hubert Bromma has been part of the financial industries dealing with self-directed plans for over thirty years. He has written this first book in response to requests from national lecture tours and the response from the many radio and television programs he has been a guest on. He will be writing additional books and guides to reach different audiences in the area of retirement plans, particularly those which emphasize self direction.

From the Author
This guide deals with the real and practical issues which all people who wish to direct their retirement assets in investments that they choose. Oriented specifically to real estate investors, this book shows real examples of how it is done and what to look out for. With this guide, anyone will have a leg up on how to make real estate investments work in IRAs and Qualified Plans.

About the Author
Hubert Franz-Josef Bromma is the CEO of Entrust Administration., Inc., which provides plan administration and recordkeeping services. Prior to founding this company in 1981, Bromma was CEO of Providence Trust Company, an Commonwealth LP. He previously owned Consulting Associates, Inc. a national bank consulting firm. His undergraduate degrees are in Political Science and Economics, and he completed his graduate work in Political Economics.

Excerpted from Real Estate Investments in Your Self Directed Retirement Plan: A Guide by Hubert Franz-Josef Bromma. Copyright © 1999. Reprinted by permission. All rights reserved.
The assets which you direct the administrator, trustee or custodian to purchase are placed in your Plan and account for your exclusive benefit....When you choose diverse investment opportunities, such as real property, deeds of trust, paper, leveraged transactions, private placements, mobile homes, options, limited partnerships, stocks, bonds, mutual funds, certificates of deposit, viaticals, and all the other types of assets available, the most important information you start with is knowing the about the investment you are making...This manual will cover only the most complex purchases and sales involving real estate, notes, and related investments. You must find the asset you wish to purchase. The trustee of a self directed Plan is usually not a product provider, unless that has been disclosed to you. For the purposes of this manual, we will deal only with truly self directed Plans, where you are responsible for finding your own assets to buy.


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