investing in real estate with a self directed solo 401k

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WITH A SELF DIRECTED SOLO 401K

INVEST IN

Real Estate

Dmitriy Fomichenko

President & FounderSense Financial Services LLCwww.SenseFinancial.com

{ }What is a Solo 401k& How to get Checkbook Control

1

A Solo 401k is a qualified retirement plan designed for

small business owners and self

employed individuals.

Self employed business activity with an intention of generating income

No full time employee other than business owners and spouses

SOLO 401K ELIGIBILITY

Real EstatePrecious MetalsTrust DeedsPrivate BusinessAnd more!

INVESTMENT OPTIONS

Take control and invest without a

custodian

CHECKBOOK CONTROL

TRULY SELF-DIRECTED SOLO 401K

{ }Why Real EstateBenefits of investing with a Solo 401k

2

Real estate investing remains a tried and true means of building an individual's cash flow and wealth. 

“ “Robert Kiyosaki

REAL ESTATE INVESTING WITH TAX BENEFITS

TAX-FREE INCOME WITH A ROTH SOLO 401K

TAX DEFERRED: PAY NO TAX UNTIL RETIREMENT WITH A

SOLO 401K

Solo 401kwith Checkbook Control

Plan owners have direct access to the funds and can make

investment decisions with no custodian fee and no delay.

Solo 401k plan allows the

use of non-recourse loans

to purchase real estate

NON-RECOURSE FINANCING

No Unrelated Business

Income Tax (UBIT) for the

use of financing

{ }How to get startedBuying your first Solo 401k property3

3

2

Buying Real Estate within a Solo 401k

1 Set up a self directed Solo 401k: fund the plan by rollover or contribution

Select a Property: Perform due diligence and Beware of prohibited transactions.

Purchase the Property: All income and expense go through the Solo 401k Trust.

I recommend Solo 401k with Sense Financial to everyone I talk to.  The returns I have made in 6 months beat what I made for the past 3 years in my company 401k plan! If you have the opportunity to switch to a Solo plan, take advantage of it NOW!

Renee A. Westerville, OH

“ “

LEARN MOREwww.SenseFinancial.com(949) 228 - 9394

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