Real Estate Investments Held by Pension Plans and IRAs

Approved by the Dept of State for 3.75 hours of Continuing Education

Cost:  $50 
 

CLICK HERE for additional ONLINE information on this topic. Select Hondros and/or Dearborn

Course Objectives

This course is applicable to professionals in the real estate business and investors in real estate. The opportunity to free up pension, IRA and/or trust moneys to invest in real estate will add a great deal of flexibility to and enlarge their investment asset base and can add diversification to their holdings. The tax, legal, real estate, pension and procedural intricacies will be examined in depth.

Course Highlights

      PENSION PLANS

Why hold real estate in pensions
Tax benefits
Creditor protection
Long life of pensions-corporate characteristics
Centralized management
Tax deductibility
Limited deduction amounts
Tax exempt nature of pension trusts
Loss of deductions: real estate tax, mortgage interest, and repairs and depreciation cost
Use of raw land
Types of pension plans
Defined contribution plans, profit-sharing plans, 401(K)
Defined benefit plans, traditional pension plans
Employee control versus employer control
Self-employed, independent contractor individualized plans
Single employee, multiple employees

IRA’S

IRAs, what is an IRA
Traditional, deductible IRAs
Nondeductible IRAs
Roth IRAs
Contribution limitations, $5,000, $1,000 and spousal
IRAs need for custodians to hold property
Rollovers and transfers between IRAs and from IRAs to pensions
Long-term growth and taxation of gain upon sale, within pension or IRA

 

Who is the instructor?

Steve Goldberg is a hands on tax attorney with his own practice for over twenty years. He comes across and executes many strategies with his clients. He consults for accountants, attorneys, and real estate professionals. He is an adjunct professor at Baruch College where he teaches income tax courses for graduate and undergraduates in the accounting and real estate departments. His students enjoy his real life examples regarding tax, legal, real estate and investment strategies. Students give him praise for his straight forward and plain English presentations where he breaks down complex strategies into easily understandable concepts. He is a graduate of New York University Law School and has taught numerous courses for NYU.


 

 

Where do I take this course?

New York Real Estate Institute
139 West 35th, 2nd floor
New York, NY 10018
see map