Q: How do I actually buy real estate with my retirement plan?

A:

1. You find the real estate within the parameters of what you have in your plan budget, including partners, yourself and debt financing in any combination.
2. You direct us to purchase the property. You will have selected a proper escrow/title company/attorney to work with us to close the transaction
3. We will follow your directions as you specify.
4. We fund the escrow as required and sign all closing documents after you have read and approved them.
5. On closing, the title is vested as shown in the closing documents.
6. Income is received by the plan and expenses are paid in accordance with your instructions from the plan.

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