investing in real estate with a self directed solo 401k
TRANSCRIPT
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WITH A SELF DIRECTED SOLO 401K
INVEST IN
Real Estate
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Dmitriy Fomichenko
President & FounderSense Financial Services LLCwww.SenseFinancial.com
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{ }What is a Solo 401k& How to get Checkbook Control
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A Solo 401k is a qualified retirement plan designed for
small business owners and self
employed individuals.
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Self employed business activity with an intention of generating income
No full time employee other than business owners and spouses
SOLO 401K ELIGIBILITY
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Real EstatePrecious MetalsTrust DeedsPrivate BusinessAnd more!
INVESTMENT OPTIONS
Take control and invest without a
custodian
CHECKBOOK CONTROL
TRULY SELF-DIRECTED SOLO 401K
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{ }Why Real EstateBenefits of investing with a Solo 401k
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Real estate investing remains a tried and true means of building an individual's cash flow and wealth.
“ “Robert Kiyosaki
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REAL ESTATE INVESTING WITH TAX BENEFITS
TAX-FREE INCOME WITH A ROTH SOLO 401K
TAX DEFERRED: PAY NO TAX UNTIL RETIREMENT WITH A
SOLO 401K
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Solo 401kwith Checkbook Control
Plan owners have direct access to the funds and can make
investment decisions with no custodian fee and no delay.
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Solo 401k plan allows the
use of non-recourse loans
to purchase real estate
NON-RECOURSE FINANCING
No Unrelated Business
Income Tax (UBIT) for the
use of financing
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{ }How to get startedBuying your first Solo 401k property3
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Buying Real Estate within a Solo 401k
1 Set up a self directed Solo 401k: fund the plan by rollover or contribution
Select a Property: Perform due diligence and Beware of prohibited transactions.
Purchase the Property: All income and expense go through the Solo 401k Trust.
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I recommend Solo 401k with Sense Financial to everyone I talk to. The returns I have made in 6 months beat what I made for the past 3 years in my company 401k plan! If you have the opportunity to switch to a Solo plan, take advantage of it NOW!
Renee A. Westerville, OH
“ “
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LEARN MOREwww.SenseFinancial.com(949) 228 - 9394