Buy with an IRA

IRA (Individual Retirement Account)

You can invest in one of the hottest international real estate markets while taking advantage of the tax shelters of your IRA. 
   • A tremendous opportunity for appreciation
   • International diversification for your investment portfolio 
   • The ability to lock in a retirement home at today’s prices
   • No need to wait until you retire

Purchasing With a Retirement Account
IRA’s, ROTH IRA’s, 401K’s, 403B’s, SEP’s and KEOGH

How do I know if my IRA is qualified?
We are fully qualified for IRA’s, ROTH IRA’s, 401K’s, 403B’s, SEP’s and KEOGH plans, which is the investment vehicle that about 50% of our clients utilize for 2 primary reasons:

   1. It provides a great tax shelter for future capital gains
   2. You don’t have to reach into your pocket to take out any cash because those funds are already tied up.

It’s just a simple matter of transferring funds from one qualified plan into another with no penalties from the government.

Does the income from my property have to be transferred back into my IRA account at Equity Trust Company?

That is completely up to you. Many of our clients who have rental income returned to their retirement accounts at Equity Trust Company while others choose to simply take the cash.

How much capital gains do I pay?
We work with some of the top real estate attorneys and accountants in Mexico. Under most situations our clients pay a maximum of 10% in capital gains.

Are their tax treaties with Mexico?
Yes, there are tax treaties with USA, Canada, UK and most developed nations where by there is a one-for-one tax credit. Please consult your own account in your country of residence for this advice.

Is There an Advantage to Using My Retirement Account? 
Certainly, because a retirement account provides a great tax shelter for rental income as well as future capital gains tax from the appreciation. Also, you do not have to reach into your pocket to take out any cash in that those funds are already tied up.

Also in some situations its a way of having a FREE Mexico vacation home.

How Do I Invest Using My Retirement Account? 
It is a very simple matter of transferring funds from one qualified plan to another called a "rollover" which is an easy custodian to custodian transfer. The money is transferred from your current custodian to a new account that will be set up for you for the purpose of purchasing the M exico real estate property, with no penalties from the government.

We at Investment Properties are experts in the use of utilizing your retirement account for the purpose of foreign property acquisition. We use one of the largest, most knowledgeable, experienced companies in the world with over 33 years of reputable service. They have unsurpassed experience in the use of retirement accounts for foreign real estate purchases.

With the constant fluctuations in the stock market versus the continuous growth in Mexican real estate, the use of your retirement plan is encouraged as an option for the purchase of your Mexican dream property.

Count on us to make your experience worry-free and hassle-free.

 

Name *		Comments
Email *
Phone
* Required		We value your privacy. Privacy Policy