Ask the title company or closing attorney.I would think that trying to move the ownership out of the inherited IRA or change the deed might be considered liquidating the IRA and trigger taxes.

@Wiey Underwood Prior to pulling the trigger on a Cost Seg study, you should evaluate 2 things:1 - How much net additional deprecation tax deductions a Cost Seg study would provide: Best way to get this is by requesting a free feasibility analysis from a Cost Seg provider.

@Eric Lowe Prior to pulling the trigger on a Cost Seg study, you should evaluate 2 things:1 - How much net additional deprecation tax deductions a Cost Seg study would provide: Best way to get this is by requesting a free feasibility analysis from a Cost Seg provider.

I have a Freddie Mac mortgage, so if I make this transfer, would it trigger the due-on-sale clause, or would the mortgage company allow it as long as I am the sole owner of the LLC?

(Class B built in 2003)Would there be a rate change between the recourse and non-recourse with a springing trigger?

I did not end up pulling the trigger on any of them for that reason.

Therefore, transferring our jointly owned investment property into my SMLLC would not trigger a due-on-sale clause?

In Phoenix, I might call up a friend who invests in mixed-use properties south of Roosevelt Row, and that friend might know a local title rep who’s been working with out-of-state buyers who like to pull the trigger fast.

I am sure someone has worked out the best workflows, triggers, messaging etc....

I’ve always wanted to renovate my investment properties, but it’s so hard to pull the trigger.