How to Invest in Real Estate With Your IRA and 401K & Pay Little or No TaxesMcGraw Hill Professional, 10. stu 2006. - Broj stranica: 256 Real estate investment strategies that put the gold in the golden years This accessible, easy-reference guide shows how to turn a retirement savings plan into a tool for generating major income. Hubert Bromma, an experienced investment professional in real estate and retirement funds for nearly 30 years, take you through the basics of investing with retirement accounts, from choosing the right plan to buying real estate. The book also includes information about the various retirement options, including IRAs, Roth IRAs, individual 401(k)s, and more. |
Sadržaj
| 1 | |
| 17 | |
3 The Reicher Family Explores Its Contribution Limits | 33 |
4 Buying and Selling Real Estate | 51 |
5 Positive Cash Flow and Appreciation | 65 |
6 Borrowing Money | 79 |
7 Getting into the Lending Business | 95 |
8 Asset Protection | 107 |
9 Prohibited Transactions | 113 |
10 Taking Distributions | 129 |
Section 4975 Tax on Prohibited Transactions | 143 |
Glossary | 171 |
Index | 195 |
Ostala izdanja - Prikaži sve
How to Invest in Real Estate With Your IRA and 401K & Pay Little or No Taxes Hubert Bromma Pregled nije dostupan - 2006 |
Uobičajeni izrazi i fraze
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Popularni odlomci
Stranica 142 - The rate of tax shall be equal to 15 percent of the amount involved with respect to the prohibited transaction for each year (or part thereof) in the taxable period. The tax imposed by this subsection shall be paid by any disqualified person who participates in the prohibited transaction (other than a fiduciary acting only as such).
Stranica 151 - ... renders investment advice for a fee or other compensation, direct or indirect, with respect to any moneys or other property of such plan, or has any authority or responsibility to do so, or (iii) he has any discretionary authority or discretionary responsibility in the administration of such plan.
Stranica 144 - Secretary may not grant an exemption under this subsection from section 406 (b) unless he affords an opportunity for a hearing and makes a determination on the record with respect to the findings required by paragraphs (1), (2), and (3) of this subsection.
Stranica 147 - State supervisory authority, and (B) the extent to which such ancillary service is provided is subject to specific guidelines issued by such bank or similar financial institution (as determined by the Secretary...
Stranica 144 - ... (C) protective of the rights of participants and beneficiaries of the plan. Before granting an exemption under this paragraph, the Secretary or his delegate shall require adequate notice to be given to interested persons and shall publish notice in the Federal Register of the pendency of such exemption and shall afford interested persons an opportunity to present views. No exemption may be granted under this paragraph with respect to a...
Stranica 148 - ... bank, trust company, or insurance company, or an affiliate thereof) who has authority to manage and control the assets of the plan. (9) The making by a fiduciary of a distribution of the assets of the plan in accordance with the terms of the plan if such assets are distributed in the same manner as provided under section 4044 of this Act (relating to allocation of assets).
Stranica 152 - employee stock ownership plan'' means an individual account plan — (A) which is a stock bonus plan which is qualified, or a stock bonus plan and money purchase...