Posted by Terry (Houston) on June 01, 2000 at 23:32:18:
Wow. Super information!!!
Thanks Bud
Terry
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.
Bryan
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
303-293-2223
800-525-2124
First Security Bank of New Mexico
PO Box 1305
Albuquerque, New Mexico 87103
505-765-4592
Charles E. Justus III
Retirement Accounts, Inc.
PO Box 3017
Winter Park FL 32790
407-644-2002
800-683-1465
Intrust
1910 S. Highland Ave.
Suite 105
Lombard, IL 60148-6164
708-916-5300
Mid Ohio Securities Corp.
511 Broad Street
PO Box 1529
Elyra, OH 44035
216-323-5491
800-433-1190
http://www.mid-ohio-securities.com/default3.htm
First Financial Trust Company
8100 Mountain Rd. NE Suite 110
Albuquerque, New Mexico 87110
505-265-8466
800-996-9000
Lincoln Trust Company
PO Box 5831
Denver CO 80217
303-771-6042
800-825-6231
Sterling Trust Co.
PO Box 252
Waco, TX 76702
817-751-1505
800-955-3434
Entrust
http://www.entrustadmin.com./
180 Grand Ave., S1030
Oakland, CA
800-392-9653
Security Trust Company
925 B Street (92101)
Post Office Box 1589
San Diego, CA 92112
http://www.securitytrust.com
(619) 239-3091
(619) 544-0028 (fax
(800) 445-5652
Western Capital Resources Corp.
760-414-9999
Fidelity National Bank in Atlanta
404-240-1563
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?