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Updated over 3 years ago,

User Stats

16
Posts
15
Votes
Sam C.
  • Rental Property Investor
  • Yuma, AZ
15
Votes |
16
Posts

Defined Benefit Plan and Real Estate Investing

Sam C.
  • Rental Property Investor
  • Yuma, AZ
Posted

How could a non real estate business owner utilize a defined benefit plan (pension plan) to acquire real estate or deal in HML? Is this pushing the IRS limits?

Set up a checking account in the DBP name, disburse the funds to that account, purchase RE or make HML via the account and have all deposits go back into that checking account. Is anyone else doing something similar?

Thanks!

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