For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.
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For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.
Partnering is the process of joining your SDIRA with other funding sources. This strategy allows you to leverage your SDIRA and makes it possible to invest in assets that might cost more than the funds you have in your account.
Partnering is often used for real estate transactions or any asset that requires significant capital.
People can also partner with others simply because they want to invest together on a project.
It is important to remember that partnering does not combine your funds into a single account. When your SDIRA is partnering with another IRA or account, the accounts remain individually-owned and the funds are not commingled.
When the investment property is sold, your SDIRA receives a portion of the proceeds proportionate to the percentage of ownership.
When property taxes of $1000 come due on the property, your SDIRA will pay $600 (60%) and your sister’s SDIRA will pay $400 (40%).
When rental income comes in, your SDIRA will receive 60% of the rental income, and your sister’s SDIRA will receive 40% of the rental income.
As with any SDIRA investment, the expenses and income flow in and out of the SDIRA and not personal funds.
When property taxes of $500 come due on the property, your SDIRA will pay $400 (80%) and your personal funds will pay $100 (20%).
The expenses and income that are related to the SDIRA (80%) will flow in and out of the SDIRA and the expenses and income related to personal funds (20%) will flow in and out of your personal account. But remember that the SDIRA funds and the personal funds must be kept separate.
(Three partners form a multi-member LLC in order to invest $500K)
When profits or dividends come in from the investment, they are paid to the LLC rather than the SDIRAs and personal account.
If profits of $50K are then distributed, your SDIRA receives $20K, your friend’s SDIRA receives $20K, and your brother receives $10K.
