Midland Trust
offers self-directed retirement accounts which allow investing in alternative assets within retirement accounts.
What is a self-directed retirement account? It's a choice to invest your retirement funds in assets that are considered alternative or non-traditional. These accounts are not a special type of IRA. The term self-directed refers to the way the account is administered. With an SDIRA at Midland, you have a wide choice of alternative investments to help you achieve your financial goals.
Self-directed retirement accounts give you the freedom to invest in things you know and understand.
Self-directed accounts can include Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, ESAs, HSAs, and 401(k)s.
The most popular alternative assets include private placements, real estate, and LLCs, but we also see quite a few investments in hedge funds, futures, forex, notes, and more.
Midland Trust can give you the power of self-direction.
Midland 1031
facilitates 1031 Exchanges, allowing real estate investors to defer capital gain taxes by reinvesting when they sell properties. Section 1031 of the Internal Revenue Code is one of the last great tax shelters for investors.
Typically, the seller pays capital gains taxes with the sale of investment real estate. In some cases, capital gains can be as high as 25 percent. By performing a 1031 exchange, investors can defer the payment of these taxes.
A 1031 exchange is the process of a sale or relinquished property being exchanging for a new or replacement investment property. As long as this transaction is a “trade up” in value and debt, taxes are completely deferred.
Midland 1031 has been assisting clients with 1031 exchanges for over 25 years. Our clients are loyal, coming back over and over for exchange services. Our professional partners in the real estate industry include title agents, real estate agents and brokers and attorneys who rely on us as a guide to the process. We start nearly every conversation the same way: "Tell me about your situation..."
If you invest in real estate and are considering buying or selling, talk with us about setting up your timeline to take advantage of a 1031 Exchange.
