"Investing is laying out money today to receive more money tomorrow."

--Warren Buffet

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Having been a real estate investor in California and Montana for close to 20 years, I believe buying the right property is an ideal way to grow your investment dollars or prepare for retirement.  We've recently put together a report on using your IRA or 401(k) to invest in real estate.  This is but one way you can start purchasing real estate sooner rather than later.

Get our downloadable whitepaper by clicking the image below:

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You might not realize it, but an IRA can invest in real estate instead of stocks and bonds. The rental income generated by IRA owned real estate, plus any profit from sale all goes right into your IRA just like dividends and gains from stocks or bonds. Your IRA doesn’t even have to have the entire purchase price of a property; the IRA can partner with a person, company/entity, or another IRA, or it can secure a non-recourse loan to buy real estate.

 

Since our clients are often unaware of the process for buying real estate with their retirement plan, we created this special information page to help. Please download the report and/or submit questions about either the real estate purchase itself, or the retirement plan rules and process. We have arranged for the Self-Directed IRA specialists at New Direction IRA to answer questions about account processes and IRS rules while we are available to help with finding and choosing a property.

 

Of course, we are always happy to help with any real estate purchases you might have in mind, with retirement funds or not.

 

 

(NOTE: The IRS does not allow the IRA holder and certain family members to live in, work on, or use real estate assets while they are held by the IRA.)

 

Newest Investment Property Listings

$320,000
413533 MLS
Zoned mixed use and a great location for your business! No HOA. No covenants.Located just one block off Highway 191 in the rapidly growing Four Corners area, this 0.22 +/- acre property offers easy access, and exceptional potential. Whether you are looking for an investment property, live/work opportunity, future business location, or redevelopment project, this property offers flexibility in one of the Gallatin Valley's fastest-growing corridors. The existing 672 SF home has been used as a rental and features 1 bedroom with a walk-through closet, 1 full bathroom, and an open living room and kitchen layout. The home needs significant updating, including all appliances. Tenant has only used a washing machine, but there is space to accommodate a stacked washer and dryer. Home include an attached 2-car garage and an attached shop, providing excellent storage, workspace, or business flexibility. Recent improvements include a newer metal roof and a newer septic tank. It has its own well and single septic septic drainfield. Back yard is fully fenced. One of the property's biggest advantages is its future utility potential. Water and sewer lines from the Four Corners Water & Sewer District are nearby. Buyers have the opportunity to petition for annexation into the district and connect to public water and sewer, a process that typically takes about 90 days. Estimated connection costs are approximately $22,000, plus the cost of extending service lines from the property to the district connection point. Buyer to verify all costs, availability, timelines, zoning, permitted uses, and all annexation requirements. Whether you renovate the existing home, remove it and build new, or explore commercial or redevelopment opportunities, this property offers exceptional flexibility in one of the Gallatin Valley's most desirable growth areas.

13 Central, Bozeman

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