How can I accomplish the Roth conversion strategy with a SD-IRA while investing in NDF?

National Diversified Fund 7 is Live!

We have a great webinar that goes thru all the steps. In brief:

Set up a self-directed IRA that allows investment in real estate funds. We can recommend several.
Transfer your IRA to your SD-IRA. This might take a few weeks from start to finish.
Use your new SD-IRA to invest in NDF7 or another illiquid fund.
Wait 12-18 months. Consult with your CPA to make sure this strategy fits your overall plan.
Have a CPA do a FMV fair market valuation of your investment. It’ll be 30-50% less than your basis.
Provide the FMV to your IRA custodian, and they’ll update the value for the IRS.
Convert from SD-IRA to Roth IRA. You’ll pay less tax than if you did it before the FMV study.

Important Disclosures

INVESTMENT IN THE FUND INVOLVES HIGH RISK

Investments in the Fund will be offered exclusively to financially sophisticated, accredited investors, high net worth individuals, family offices and institutional investors capable of evaluating the merits and risks of an investment in the Fund. Interests in the Fund are highly speculative and illiquid investments that involve substantial risk. No active secondary market in the interests exists, and the Fund does not anticipate that any such market will develop. Interests in the Fund are suitable investments (if at all) only for a limited portion of the risk segment of an investor’s portfolio. Investors could lose all or substantially all of their investment in the Fund.

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The information contained in this presentation has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any securities or to participate in any investment strategy and may not be used or relied upon in connection with any offer or sale of securities. Any description of the Fund’s portfolio is for illustrative purposes only. The Fund’s actual portfolio may vary from the parameters described herein. The Fund will only sell securities pursuant to the terms and conditions set forth in its governing documents, including, without limitation, its private placement memorandum (“PPM”), its subscription agreement and its operating agreement.

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COMPANY-SOURCED INFORMATION

The information contained in this presentation was obtained from the Fund and other sources identified by the Fund. Any statements, data, estimates, or projections contained herein have been prepared by management of the Fund and may involve elements of subjective judgment and analysis that may or may not prove to be accurate. All information provided herein is on an “as is” basis. While the information contained herein is believed to be reliable, neither the Fund nor any of its respective representatives, by delivery hereof, makes any representations or warranties, expressed or implied, as to the accuracy or completeness of such information. This presentation does not intend to contain all the information that may be required to evaluate an investment in the Fund or any other transaction, and any recipient hereof should conduct its own analysis of the Fund and the information contained or referred to herein. The information contained herein is not intended to be, nor should it be construed or used as investment, tax or legal advice. Before making any investment in the Fund, you should consult with your professional advisor(s) to determine whether an investment in the Fund is suitable for you considering your investment objectives and financial situation.