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Independent Executive Management is a subsidiary of CAP Asset
Management, a Fee-Only Financial Planning Firm. IEM was created in response
to the continued demand for tax efficient strategies from the real estate
investing community.
Through careful research and consultation, we are able to offer our
clients the opportunity to increase their net worth by facilitating real
estate transactions in a tax deferred or tax free manor without the hassle
of 1031 exchanges.
The IRS does not exclude real estate from being purchased within
your retirement account, however, the IRS does give the IRA Custodian (the
company where the IRA is issued) the opportunity to exclude real estate as
an investment choice.
Most investment firms do not allow an IRA member to invest in real
estate other than real estate investment mutual funds or trusts. There is no
incentive (for the investment firm) to allow such individual transactions.
It is costly and time consuming for the investment firm to appropriate
divisions to handle the individual transactions of each client.
There are only a handful of firms that offer true self-directed
IRAs, which enable a client to purchase individual real estate. These firms
do not offer investment advice, but rather offer the ability to hold real
estate within the retirement account and make sure that the annual account
administration is consistent with IRS regulations.
For more
information regarding the ability to purchase real estate within your
retirement account as well as the tax advantages of doing so, please
Contact Us. |
