Buying & Selling Real Estate
Market News & Data
General Info
Real Estate Strategies

Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal


Real Estate Classifieds
Reviews & Feedback
Updated almost 4 years ago on . Most recent reply

Any financing/rollover tricks using Roth IRA?
hi everyone - i have some money through my 457b contributions, a portion of which are in a roth ira. if the math checks out on a property, i think i can do better investing my roth ira into real estate. it'd be great to hear from others who've found some loopholes with the least penalties or tax impact on such a strategy. my account does have a restriction wherein i'm unable to take out a loan against the plan for a property outside of california (my home state). my intent is to invest out of state.
questions: has anyone ever rolled over their funds into an escrow, perhaps? other strategies? what were the tax implications of that? what are some questions i could ask my retirement account plan admins to make this work?
appreciate any insight!