If the real estate is then distributed in-kind from the self-directed IRA to the IRA participant, a fair market valuation/appraisal is required, with taxes due based on the value of the property at time of the distribution.

I've been speaking with Jeff Greenberg at Synergetic Investment about participating in a multi-family syndication they are currently fund-raising.

@Robert ReineriYes, you can utilize the participant loan to delay your distribution until next year.

@Giannina BialaWhiled a sibling is not a disqualified party on the surface, the translocation can very will be challenged as a step transaction. https://www.irs.gov/retirement-plans/plan-particip...https://www.irs.gov/retirement-plans/retirement-pl...

I've been speaking with Jeff Greenberg at Synergetic Investment about participating in a multi-family syndication they are currently fund-raising.

They carry forward indefinitely until you have passive income to offset or you dispose of the 'activity' (i.e. the property).If you're below $150k in AGI, you may be able to use some or all of the tax loss from the rental to offset other taxable income if you can substantiate active participation."

I'm curious to learn more on what you mean by "learning through guided conversation" and "opportunities for evaluating deals" - any other feedback is welcomed also, I'm trying to make it better, participation/interaction/suggestions strongly encouraged.

Because of the prohibited transaction rules, doing so could be a violation of the rules, or at the very least, would limit your flexibility with the investment and increase the chances of a prohibited transaction occurring after the investment is made.Here are some alternatives to commingling the assets: using the Solo participant loan feature to do the deal outside of retirement funds using non-recourse financing from a lender or private source in combination with retirement funds as the down paymentusing a 401k or IRA and partnering with non-disqualified persons

Account ClosedWhile your plan should have a default interest rate for participant loans in the loan policy, the IRS requires that the interest rate be "reasonable," leaving some room for interpretation.

. :)Such transaction would violate the following solo 401k prohibited transaction rule. https://www.irs.gov/retirement-plans/plan-particip...