
20 January 2025 | 3 replies
A 1031 exchange doesn’t apply, but funding through a self-directed IRA can defer taxes, though profits from debt financing may trigger UBIT.To reduce taxes, consider forming an LLC for better expense deductions, offsetting gains with investment losses, or holding the property for 12+ months to qualify for lower long-term capital gains rates.This post does not create a CPA-Client relationship.

22 January 2025 | 4 replies
If you’re interested in investing in real estate, you can consider doing so with a Self-Directed IRA to defer taxes on capital gains until you actually withdraw the funds from your IRA.

31 January 2025 | 19 replies
If you have a larger portfolio, are you still self managing?

29 January 2025 | 12 replies
It's a part of my self directed IRA.

13 February 2025 | 1 reply
One of my goals is to go through my past tax returns, and figure the ROI my rental properties with taking into account the tax savings (I typically calculate the ROI on net cashflow at the end of the year)I have a W2 so I generally aim to maximize my pre-tax accounts - 401k, HSA, IRA to a backdoor Roth IRA, 529My "losses" would be passed forward since I don't qualify as a RE professional nor have active RE losses.

27 January 2025 | 5 replies
If 1031 is to be implemented it must be done on the property level.2. 1031 generally does not apply to IRAs since they are tax-exempt. 3.

16 February 2025 | 4 replies
It's not a direct answer to your question, but it's very likely you have no contractual leg to stand on.

14 February 2025 | 8 replies
We're self-managing our properties and working over the next few weeks to get them market-ready.

11 February 2025 | 4 replies
IE - they do not let inexperienced new investors self-manage their own properties.

21 January 2025 | 3 replies
I would encourage anybody with an SDIRA to consider switching over to a Checkbook IRA for some of the following reasons:1.