Tax-Free Note & Real Estate Investing: Maximizing Your Financial Potential Using IRAs
By Steve Case
“I personally have used the strategies and techniques that you will learn in this book to catapult a Roth IRA from just a few thousand dollars into a sizeable account approaching seven figures. I didn’t have to wait 20 or 30 years using compound interest to make it happen. My account is less than 5 years old!
“The end result was my Roth IRA made $2,500 on a $100 investment in less than one month. I don’t know of any other type of investment that can generate this type of return. These types of deals are being done every day by real estate investors all over the country. However, most investors end up with much less than the $2,500 profit represented by this deal due to income taxes. I prefer to keep the whole thing, which is exactly what happens if the deal is done through your Roth IRA.
“These are the secrets that very few professionals know, and that are shared by only a handful of financial advisors to the rich, but that commonly go unnoticed by the rest of the world.
“More than anything else, taxes will undoubtedly reduce your ability to reach financial freedom. With the advent of the Traditional IRA and, more importantly, the Roth IRA, the ability to amass wealth has become much easier.
“Congress has supplied the tools to create tax-deferred or tax-free gains. It’s up to you to find creative techniques to use these tools to your benefit. Some would call these techniques “loopholes” — people who understand their power call them “opportunities.”
“These opportunities are seized most often by the wealthy but can be used by anyone in this country. I personally have used the strategies and techniques that you will learn in this book to catapult a Roth IRA from just a few thousand dollars into a sizeable account approaching seven figures. I didn’t have to wait 20 or 30 years using compound interest to make it happen. My account is less than 5 years old!
My desire is that you will utilize some of the techniques presented in this book to accelerate your goal of financial freedom. I have taught these to investors throughout the country who have surpassed my success.” — Steve Case
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Table of Contents
1 Understanding the Basics 6
2 Traditional IRA 8
3 Roth IRA 10
4 Comparison Between Traditional IRA and Roth IRA 12
5 CESA (Education IRA) 14
6 Your IRA Account Must Be With a Custodian Who Understands Real Estate Investing 18
7 Prohibited Transactions 22
8 Deal Mechanics 27
9 Real Estate Options 29
10 Mobile Homes 32
11 Mobile Home Notes 36
12 Tax Liens 42
13 Mortgages 48
14 Single Family Homes 51
15 Raw Land 57
16 Putting it All Together 61