Skip to content
×
PRO
Pro Members Get Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
$0
TODAY
$69.00/month when billed monthly.
$32.50/month when billed annually.
7 day free trial. Cancel anytime
Already a Pro Member? Sign in here

Join Over 3 Million Real Estate Investors

Create a free BiggerPockets account to comment, participate, and connect with over 3 million real estate investors.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
The community here is like my own little personal real estate army that I can depend upon to help me through ANY problems I come across.
Tax, SDIRAs & Cost Segregation
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated almost 7 years ago,

User Stats

285
Posts
98
Votes
Alex Shaughnessy
Pro Member
  • Real Estate Investor
  • Spring Valley, CA
98
Votes |
285
Posts

Rolling annuity into self directed IRA

Alex Shaughnessy
Pro Member
  • Real Estate Investor
  • Spring Valley, CA
Posted

My mom has an annuity w/ about 40k. She is telling me that is my inheritance. Its currently in a fixed annuity and can barely keep up w/ inflation. I want to use those funds for a deal. I am new to the self directed IRA thing

1. Can her existing annuity be rolled over into a self directed IRA w/o issue?

2. Would it be better to fund the deal as if I was her or use the funds as "private money"?

any feedback is appreciated.

  • Alex Shaughnessy
  • Loading replies...