Rolling over an old 401K into real estate

[James Zachary]

Does anybody have any advice on rolling over a 401K into long term real estate investments from a previous employer? I heard that it can be done but I’m having a tough time finding information about it on the interwebs. Thanks!

[Jeff S.]

It's remarkably easy and done all the time, James Zachary. The easiest way is to roll your 401k into a self-directed IRA. The basic rules are simple though enforcement is strict. You can begin by searching this board for "self-directed IRA" and also by visiting the web site of a few of the bigger self-directed companies show here:

http://www.pensco.com/
http://www.theentrustgroup.com/
http://www.trustetc.com/
https://www.iraservices.com/

There are many others and all have a pages that explain how investing through an IRA works, your investment options, as well as the rules. If you do some searches here, you read opinions and individual preferences among these companies, pro and con.

Lot’s to read about and to learn but you’re on the right track.

Jeff