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Easily
Analyze Real Estate
Investments
Owned in an IRA, Roth
or 401(k)
Self-Directed Retirement Account
Instantly Compare to Personal Ownership
We have added a module to our existing Landlord's Cash Flow Analyzer® Software that allows you to quickly and easily analyze real estate
investments owned in a self-directed
retirement account such as an IRA, Roth, or Solo 401k. The software has all of the features of the regular
version but includes the additional retirement account
analysis module.
Owning real estate in a
self-directed retirement account can literally mean
hundreds of thousands of dollars in additional profits
from the tax-deferral and income tax-saving opportunities.
While we all know money can be saved, quantifying the
savings has always been difficult. No other investment software programs
are available that takes into account the potential
tax consequences of owning rental property in a
self-directed retirement account.
Why do you need the module?
If you
own, or plan to own, real estate in a self-directed retirement account,
you need to ensure the income tax consequences are
considered in your investment analysis. Self-directed retirement accounts
that invest in real estate can be subject to the
Unrelated Business Income Tax (UBIT) in certain
circumstances. UBIT is similar to an income tax
that is paid by an individual or corporation. Even
though these rules can be complicated, our module automatically
calculates the UBIT and incorporates the tax expense
in investment cash flow, rate-of-return
and profit calculations.
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Our
reports and graphs make it easy to compare the financial
implications of owning property individually to that of
owing in a self-directed
retirement account.
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