Cash Flow Analyzer Pro ® with the IRA, Roth 401(k) Module Using your retirement account to invest in real estate can be smart! But using an IRA to invest in real estate may subject you to the Unrelated Business Income Tax (UBIT). But who cares as long as your overall return is higher than what you would earn if you owned the investment personally. The problem is that until you run the numbers, you may not know if it is better (or how much better) using a retirement account. With a click of a button, our IRA module calculates the investment returns as if you owned the property in your IRA, Roth or Solo 401(k). The UBIT (if any) and investment returns are automatically calculated and compared to the returns calculated as if you personally owned the property. Quickly see which way to hold title to your property!
You can also present investments to prospective "partners" who invest using their retirement money. Simply select the partner "type" in our partner module feature and our software does all the work computing their specific rate of return. There is NOTHING else like this on the market! Since this module is an add-on to our existing Cash Flow Analyzer® Software, you will have access to all of the features plus this module... all in one.
Owning real estate in a self-directed retirement account can literally mean hundreds of thousands of dollars in additional profits over time from the tax-deferral and income tax saving opportunities. Our module allows you to quantify those savings for yourself, partners, or clients. Sample IRA Analysis Reports
With a click of a mouse, instantly compare investment returns and know if you should use your IRA, Roth, or 401(k)!
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