Real Estate SEP-IRA - Posted by Bryan SC

Posted by Terry (Houston) on June 01, 2000 at 23:32:18:

Wow. Super information!!!
Thanks Bud

Real Estate SEP-IRA - Posted by Bryan SC

Posted by Bryan SC on June 01, 2000 at 15:02:33:

Does anyone know where I can find information regarding conversion of my IRA assests to include real estate? I know there are trust companies that specialize in this area but I would appreciate some names and numbers. Also any personal experinces, positive or negative, investing IRA funds in RE would be helpful.


Try one of these - Posted by Bud Branstetter

Posted by Bud Branstetter on June 01, 2000 at 18:43:57:

You have to have a trustee that allows self directed investments. You just transfer the funds to one of these trustees. Best way to go to postpone or eliminate taxes. I have not investigated all of these but most have slightly different policies on investment directions.

First Trust
717 17th St Suite 2600
PO Box 173301
Denver, Co 80217-3301

First Security Bank of New Mexico
PO Box 1305
Albuquerque, New Mexico 87103
Charles E. Justus III

Retirement Accounts, Inc.
PO Box 3017
Winter Park FL 32790

1910 S. Highland Ave.
Suite 105
Lombard, IL 60148-6164

Mid Ohio Securities Corp.
511 Broad Street
PO Box 1529
Elyra, OH 44035

First Financial Trust Company
8100 Mountain Rd. NE Suite 110
Albuquerque, New Mexico 87110

Lincoln Trust Company
PO Box 5831
Denver CO 80217

Sterling Trust Co.
PO Box 252
Waco, TX 76702

180 Grand Ave., S1030
Oakland, CA

Security Trust Company
925 B Street (92101)
Post Office Box 1589
San Diego, CA 92112
(619) 239-3091
(619) 544-0028 (fax
(800) 445-5652

Western Capital Resources Corp.
Fidelity National Bank in Atlanta

American Church Trust/ 800-228-8825 TX
Bank One*/ 800-926-4556 OH
Colonial Trust/ 602-242-3233 AZ
First Trust/ 800-525-2124 CO
Independent Trust/ 708-873-5300 IL
Intl Environmental Svcs/ 650-591-3335 CA
Retirement Accounts/ 800-325-4352 CO
Sterling Trust/ 800-955-3434 CA
Trustar Retirement Svcs/ 800-209-9019 DE

Re: Real Estate SEP-IRA - Posted by Bob R

Posted by Bob R on June 01, 2000 at 18:01:35:

Your best bet is Mid-ohio Securities-a top notch co.
Their pho # is (404)323-5491. You can do anything that you do as an investor using them as your IRA custodian. Hope this helps.

Bob R

Re: Real Estate SEP-IRA - Posted by Glynn-VA

Posted by Glynn-VA on June 01, 2000 at 16:14:41:

Bryan, In the yellow banner to the left of CREOnline main page, click on books and courses, then select Tax, Asset & Legal strategies. Hugh Bromma has a course dealing with this issue. Regards. Glynn.

Re: Real Estate SEP-IRA - Posted by Scott SC

Posted by Scott SC on June 01, 2000 at 15:33:02:

Bryan, where are you in SC?