Ken Lindow
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Convert Regular 401k to Roth 401k with Leveraged Real Estate Structuring
Self-Direct Your Retirement Assets Did you know that you could take charge of your own retirement funds and invest them in virtually anything that you believe can make you money, and where they are secure from stock market fluctuations? Yes, the tax law permits you to convert your retirement funds into self-directed IRA or 401(k) plan where you control them. Many individuals have purchased real estate and other assets as alternative investments for their retirement plans. If you invest with IRA funds, you still need an outside custodian that will permit you to invest in alternative investments. Whereas, if you…
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Convert Real Estate or Businesses Into Corporate Equity (Common Stock) Into Tax Free Income
Introduction Did you know that there is a way to convert real estate or business holdings (profits) into tax-free income? The process is fully approved by the IRS under IRC 351 and 1202 and available to anyone but is only known to a few on how to structure the transaction. It involves utilizing various IRS code sections to structure the transactions and then over a period of five years scrutinizing business operations to make sure that all of the IRS rules are followed to permit the tax-free sale. When the specific tax structuring and monitoring is employed it can produce…
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Step Up Basis With a Sale And Buy-Back Using a 1031 Exchange
When And Where To Use Apply this method when you have a property that has a low tax basis and where you want to step up the basis for depreciation purposes and at the same time obtain financing to be utilized in any way that you desire but you do not want to pay tax on the sales proceeds. This is a method that can be used when there was a failure to use cost segregation on the various components of the property originally to enhance a depreciation and when the property was acquired several years ago and most of…
