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IRA Investors   

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Think Rich, Grow Rich

In 5 years hypothetically you could earn $40,394.54 tax free retirement.

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Leveraging a self directed IRA and HSA 

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Participation in LLC Real Estate Syndication

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(866) 675-3933

 

MKG Financial Group Private Equity Fund Advisors LLC

 

Our 3 C-1 LLC Investment Fund is perfect for those who are considering alternative retirement plan investment and want to decide if it is the right investment for their plan.

 

You can own multiple self-directed IRAs and Self Directed HSA’s  devoted to different asset classes, such as real estate, alternative investments, collateralized debt obligations, fund-of-funds and precious metals, but your maximum total annual contribution remains the same. In 2017, the limit is $5,500, or $6,500 if you are age 50 or older.

 

In 2017,  the HSA Contribution limit for individuals with self-only HDHP is $3,400, and the limit for individuals with family HDHP coverage is $6,750. 

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How to become a millionaire on $56,000 a year

Source cited: CNN Money 

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In 5 years hypothetically you could earn $40,394.54 tax free.

 

Use these alternative investment strategies to create a annual tax free investments of

 

$8,900 for individuals ($5,550 + $3,400)

 

$9,900 if your age 50 or older ($6,500 + $3,400)

 

$13,250 if your age 50 or older with family HDHP ($6,500 + $6,750)

 

https://communityreinvestmentequityfunder.us/ira-investors



Purchasing secured notes and mortgages offers IRA, HSA owners several benefits, including:

Diversification: Many investors create retirement portfolios composed only of stocks, bonds and mutual funds/exchange-traded funds. While these assets certainly are fundamental to any retirement plan, they do not provide the full benefits of diversification afforded by alternative asset types, such as private real estate debt. By diversifying into alternative assets, you increase the likelihood that one asset class will zig when the other one zags, thereby reducing the portfolio’s overall volatility. The returns from private mortgage/secured loan debt is likely to have a limited correlation with other asset classes, such as stock, municipal bonds and corporate debt.


Tax benefits: IRAs are tax-sheltered accounts. Traditional IRAs allow you to deduct your annual contributions from your taxable income and defer taxes on any gains or income. Instead, you add any withdrawals from your traditional IRA to your ordinary income for the year. Withdrawals from Roth IRAs are tax-free if you follow the rules. With a traditional IRA, you can stretch your withdrawals over your lifetime, starting no later than age 70 ½. This allows you to shelter the remainder of your IRA balance for as long as possible. If you predecease your spouse, the IRA moves to the spouse without tax consequences. Non-spousal beneficiaries can also stretch out their withdrawals, usually for a period of not less than five years. Roth IRAs do not require withdrawals in the original owner’s lifetime, and beneficiary withdrawals are tax-free.


Freedom from UBIT: Normally, IRAs that own debt-financed real estate are subject to Unrelated

Business Income Tax (UBIT). Fortunately, UBIT does not apply to interest income from secured notes and mortgages, because you own only the debt, not the underlying real estate. In other words, you are a creditor, not a debtor, and you are not using leverage to buy real estate.


Creditor protections: In most states, the first $1 million in a traditional IRA is protected from creditors seeking to attach your wealth in a bankruptcy proceeding. Laws concerning Roth IRAs are less protective in some states

 

Real estate investing in Individual Retirement Accounts is a alternative ,Self directed IRA can be considered safe and potentially high-yielding alternative to the roller coaster ride of financial markets. Become your own investment bank using your IRA or 401k savings by contacting MKG Financial Group Private Equity Fund Advisors LLC to discuss Real Estate Investing including the IRS rules governing tax savings related to such investments.

 

To learn more about our Investment Fund Options visit us online.

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Real Estate

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Private Equity

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Private Lending

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Precious Metals

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Other Investments

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Crowdfunding Portal Reg CF, Reg D

https://communityreinvestmentequityfunder.us/crowdfunding-stakeholder


Investors Hypothetical return on investments

 

In 5 years hypothetically you could earn $40,394.54 tax free.

 

Base amount: $5,500.00

Interest Rate: 8%

Effective Annual Rate: 8%

Calculation period: 5 years

 

(interest compounded yearly - added at the end of each year)

Year

 

https://www.thecalculatorsite.com/finance/calculators/compoundinterestcalculator.php

 

Whilst every effort has been made in building these compound interest calculators, we are not to be held liable for any special, incidental, indirect or consequential damages or monetary losses of any kind arising out of or in connection with the use of the calculator tools and information derived from the web site. These tools are here purely as a service to you, please use them at your own risk.

 

The calculations given by the compound interest calculators are only a guide. Please speak to an independent financial advisor for professional guidance

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