Having the VA option is certainly a benefit and we're excited to get started now.  

Interesting - I think it may be a good idea to run full returns on your properties - cashflow, plus loan paydown, potentially appreciation and tax benefits.

I have a distressed condo I was going propose this idea to a Trust that owns the condo.  3) ** Interest only loan at a reduced rate - and create a vehicle for them to also benefit from the MTR model?

If it's not required, then I would advise against it from a cost/benefit standpoint.

If you did finance some of the purchase using a non-recourse loan, then you need to read up on UBTI/UDFI and there are some taxation benefits that the IRA can achieve since it now owes taxes in that scenario.

Meet ups are great and maybe with a mindset shift I could benefit more from them.

So, I'd still have 3 more years to sell and take advantage of that benefit ... unless I'm missing something else.Will definitely keep in mind the occupancy rules, thank you!

Proper planning will protect both parties, maximize tax benefits, and make your venture a success.This post does not create a CPA-Client relationship.

Maintenance and potential repairs will also require a long-term financial plan and setting aside a contingency fund for such expenses.The steady cash flow, appreciation over time, and tax benefits can make a meaningful difference to your wealth in the long term, especially with the principal paydown on the mortgage.However, if managing the property from a distance feels too burdensome, or if you’d prefer the certainty and flexibility that comes with having less debt (especially given the high mortgage rates), selling and using the $100,000 in equity to reduce your loan for your next home may be the smarter move.

There are numerous professionals in these forums.