IRA / 401k Real Estate Program

RealEstateJournal | Using Retirement Money Now On a Vacation Home Can Pay Off

2007-02-20T13:01:00.000-05:00

While I was browsing the internet I came across this great article. The writer details his thought process as he chose to use retirement funds to purchase his second home, before he retired. By using his funds outside of his IRA, he is able to enjoy his vacation home while his family is young and energetic. Read his inspiring story here.

RealEstateJournal | Using Retirement Money Now On a Vacation Home Can Pay Off

Article - Money - IRA investments in property can be valuable

2007-02-11T16:50:00.000-05:00

This is a short Q&A article but I sure do wish I knew how to contact the questioners. These two people are prime candidates for my product.

Article - Money - IRA investments in property can be valuable

Retirement Plans Need Exit Strategy

2007-01-18T11:36:00.000-05:00

Retirement Plans Need Exit Strategy

The word is getting out and we could not be more excited. Read the most recent press release about our product. This press release was distributed this week to thousands of media outlets. The phone has been ringing off the hook, catch us now before we are over extended.

- Terry

The word is starting to spread.

2007-01-03T16:45:00.000-05:00

Grace Lichtenstein, a former New York Times reporter blogs about our program.

So what is this about?

2006-12-06T15:25:00.000-05:00

Sum Total Financial Management is announcing a program that allows for property ownership “outside” of an IRA while using funds from an IRA to pay for it. This program complies with all legislative and IRA/Tax laws. Unbeknownst to many, it is possible to own a home using monies from an IRA to pay for it while avoiding early withdrawal penalties.

When property is purchased “inside” the IRA it cannot be enjoyed or occupied by the investor. Second home buyers want to enjoy their investment, even if it is only on a part time basis. With Sum Total Financial Management’s new program, the investor can occupy the home, rent the home or use it for both, a vacation home and a money making rental property. An IRA can pay for, or assist in purchasing property. Not all IRA/real estate programs can offer the owner the ability to occupy to the property.

Terry Treudt, of Sum Total Financial Management, has been helping investors nationwide use retirement funds to legally and safely buy real estate, even before retirement. Sum Total Financial has done the research and can help navigate the legislative requirements and the IRA tax laws that can encumber many investors.