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Updated almost 5 years ago on . Most recent reply

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7
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Brad Hales
  • New to Real Estate
  • Florida
2
Votes |
7
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Transition Roth IRA into apartments and syndications

Brad Hales
  • New to Real Estate
  • Florida
Posted

Hello Bigger Pockets. I am new to real estate investing and am consideration transitioning my Roth IRA into apartment syndications as a passive investor or possibly partnering with other and becoming more active. What advice would you have with regard to tax liabilities and using Roth IRA assets in syndications? Thank you.

Most Popular Reply

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2,072
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Carl Fischer
  • Rental Property Investor
  • Ambler, PA
1,382
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2,072
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Carl Fischer
  • Rental Property Investor
  • Ambler, PA
Replied

@Brad Hales
Verify the type of entity the syndication is employing-is it a debt or equity position? What reporting will your Roth receive K1, 1099, etc. Is there debt involved and will UBIT apply? Is it for accredited investors only? 
It is done all the time but understand the requirements before committing. Do your due diligence and above all make sure it will be profitable and low risk if your Roth is involved. 

  • Carl Fischer
  • [email protected]
  • 215-283-2868
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