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Updated over 6 years ago on . Most recent reply presented by

User Stats

13
Posts
3
Votes
Alex Rodriguez
  • Real Estate Agent
  • South/Central Florida
3
Votes |
13
Posts

Taking out pension for Real Estate.

Alex Rodriguez
  • Real Estate Agent
  • South/Central Florida
Posted

Hopefully my BP family can help me with this. I'm a Realtor in south Florida and someone came to me with this question to invest in Real Estate:

If they wanted to invest with their pension, what's their best option?

Background info: Has about 100k, They are not 55+ , do not want to use a self direct ira since they are not presently working, and wanted the less penalty/tax hit possible.

I'm crossing my fingers.

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