Holding real estate in a retirement account has the potential for tax-deferred growth and earnings for retirement savers. But it is also complicated, with potential consequences for the unwary - including the potential for prohibited transactions, which can result in serious tax penalties to you. This guide is intended to help educate you regarding the process of - and issues with - holding real estate in a retirement account, but is not a substitute for tax or legal advice. Before you begin the process of investing in real estate in your Millennium IRA or other retirement account (Millennium Account), you should consult with your tax and/or legal advisor.
- CS-140_RealEstateGuide.pdfDownload Now