Скачать с ютуб Investing a 401(k) into Real Estate | Broad Financial в хорошем качестве

Investing a 401(k) into Real Estate | Broad Financial

Discover how to roll over your 401(k) funds into a Self-Directed IRA and unlock the potential to invest in real estate with tax advantages. Our video explains the process, from initiating your rollover to setting up a Checkbook IRA for ultimate control over your retirement investments. To explore more about investing a 401(k) into real estate, read our blog: https://broadfinancial.com/investing-... Keep up with all things Broad Financial: LinkedIn:   / broa.  . Facebook:   / broadfinancial   Twitter:   / broad_financial   Vimeo: https://vimeo.com/user168479438 YouTube Channel: / @broadfinancialllc Disclaimer: Broad Financial LLC does not provide legal, tax, or investment advice. Please consult with your tax or legal advisor before making investment decisions. Script: In this video, you'll learn how you can roll over 401(k) funds to a Self-Directed IRA to be able to invest in real estate with tax advantages. If you’re looking to invest a 401(k) into real estate, you won’t find the ability to do so in your 401(k) itself. However, there’s a much more exciting option that’s better designed for real estate investing with retirement funds. A Self-Directed IRA allows investment in various real estate opportunities, from rental properties to commercial real estate, providing potential for rental income and appreciation. You can roll over all or a portion of the funds in your 401(k) into your newly opened Self-Directed IRA. You will initiate your rollover with your current plan administrator and complete the required paperwork to roll over your funds to the new custodian, thus funding your new Self-Directed IRA. Broad Financial specializes in a unique Self-Directed IRA option, the Checkbook IRA, offering investors more control and flexibility in their everyday investment transactions. We also refer to it as granting “checkbook control.” To give you checkbook control of your SDIRA, Broad Financial will establish an LLC or trust for your IRA. Once your entity of choice is set up, you will open a dedicated checking account for your IRA. You will then instruct your custodian to move funds from your IRA to your checking account. Then, you’ll be able to simply write a check or send a wire from the checking account for your designated IRA transactions. A Checkbook IRA is particularly beneficial for transaction-heavy investments like rental properties. Our team will assist you during the transition from a 401(k) plan to a Self-Directed IRA and then a Checkbook IRA. Ready to get started? Call us today! (888) GO-BROAD [email protected] broadfinancial.com