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All Forum Posts by: Jeremy Swathwood

Jeremy Swathwood has started 4 posts and replied 8 times.

Post: Self Directed IRA - CPA recommendation?

Jeremy SwathwoodPosted
  • Real Estate Professional
  • Aurora, CO
  • Posts 8
  • Votes 1

@Rick Watt, @Gregory Flores, Jr. - Indeed - love the idea of a group...  Let's meet for coffee sometime soon for sure.  I'll try to connect w/ you offline to coordinate logistics.  Thx..  

Post: Self Directed IRA - CPA recommendation?

Jeremy SwathwoodPosted
  • Real Estate Professional
  • Aurora, CO
  • Posts 8
  • Votes 1

Rick - yes, let’s grab a coffee. Happy to meet and chat.. look forward to hearing from you.

Post: Self Directed IRA - CPA recommendation?

Jeremy SwathwoodPosted
  • Real Estate Professional
  • Aurora, CO
  • Posts 8
  • Votes 1

Got it.  Very helpful.  And makes sense after reading your response that active investment (as I was contemplating) would be treated differently from a tax perspective..  Good to know before we make any moves, so appreciate you educating me!  All the best - Jeremy

Post: Self Directed IRA - contact needed

Jeremy SwathwoodPosted
  • Real Estate Professional
  • Aurora, CO
  • Posts 8
  • Votes 1

Tried to delete post.  Posted multiple times in error.  

Post: Self Directed IRA - CPA recommendation?

Jeremy SwathwoodPosted
  • Real Estate Professional
  • Aurora, CO
  • Posts 8
  • Votes 1

tried to delete - posted multiple times in error.  can't find "delete" button for posts tho.

Post: Self Directed IRA - CPA recommendation?

Jeremy SwathwoodPosted
  • Real Estate Professional
  • Aurora, CO
  • Posts 8
  • Votes 1

I recently invested with an experienced RE investor in Denver and am pleased with the relationship and results.  I would like to continue to invest with this person on future deals.  

My wife has an old 401k rollover from a prior job that we're both interested in rolling into a self directed IRA and investing in RE projects. Can anyone recommend a professional (I'm assuming a CPA vs attorney, but would like guidance) to help with this process?

We live in Aurora (Farm @ Arapahoe County, near Parker CO), so prefer someone within decent proximity (Denver is close, Aurora, Greenwood Village, Parker CO, etc).  

Much appreciate the help.  

Thanks.

Post: Using entities to buy properties

Jeremy SwathwoodPosted
  • Real Estate Professional
  • Aurora, CO
  • Posts 8
  • Votes 1

All - thank you for your tidbits of info.  It's amazing what you can learn from one single, simple post.  Russ, Alexander, Mateusz, Mike, John -  So very much appreciated.  

Post: Using entities to buy properties

Jeremy SwathwoodPosted
  • Real Estate Professional
  • Aurora, CO
  • Posts 8
  • Votes 1

Hi all - 

I'm looking for our first investment property. 41 years old, mid-career, and saved enough money to begin thinking ahead w/ some rental properties, or fix / flip. I have an LLC (just formed - haven't used it yet), and have a Trust formed for personal estate planning.

If I were to buy a property, would I need to buy it personally? Or could I buy it into an LLC with me as the personal guarantor? Or buy it personally and flip it into our Trust, like we did our own personal residence?

What options are available / best to segregate, or protect my personal balance sheet from investment properties?  Thanks.