Optimizing Tax Tools in Real Estate Investing: 1031 Exchanges, IRAs, and More

Investing in property can seem like a jungle, especially when you add a self-directed retirement plan to the mix. This presentation will help unravel the myths about alternative IRA investing and demonstrate the true flexibility afforded through self-direction. Familiar strategies like 1031 exchanges and property qualifications are just as available to retirement investors as they are to everyone else. Other factors like UBIT on debt-leveraged property may apply, but understanding these considerations will help you navigate them with ease. Knowledge is power when adding property to your retirement portfolio, and we’re here to help provide you with that knowledge!

Session Details
  • Date
    Monday, December 3, 2018
  • Time
    2:00 PM - 3:30 PM
  • Room
  • New Jersey Real Estate
    1 Elective Credit
    New York Real Estate
    1.5 Credits