Karen Lee
Exit Strategy for IRA Owned Property?
A few years ago, I went self-directed on my IRA and purchased investment property with it. So far so good. But, what can I expect when I reach retirement age? Will the IRS want to review my records, purchase history, ...
Lane Donatelli
Does anyone have a suggestion for a good self directed IRA?
I have money in an E*Trade IRA and want to transfer it to a self directed IRA for a down payment on a rental SFR. Any suggestions on best way to go? Thanks!
Robert Karnes
Self-Directed IRA to purchase Short Term Rental with Arbitrage
Hi All,I am looking at making a purchase of a vacation rental with my SDIRA. I have had long term rentals held this way and I am pretty familiar with the basic rules related to performing work, UBIT, etc.To set it up ...
Rob K.
Development issues with Self Directed Roth IRA property
I am interested in some input from some of the Self-Directed IRA folks on an opportunity I may have.I currently own in my self-directed Roth IRA a free and clear triplex and an adjacent commercial lot well located on ...
Shera Gregory
Beneficial ownership rule for new bank account for SD IRA LLC
The new bank rules require someone to be named as the beneficial owner of the account.
Under the Beneficial Ownership Rule,1 a bank must establish and maintain written procedures that are reasonably designed to iden...
Nathan Shankles
Can I invest my IRA and/or Roth IRA funds in real estate?
I currently have two rental properties and I’m looking to fund my third. I have 11,000 in a traditional Ira and 16,000 in a Roth Ira that I would like to use to help fund my next deal. Can I use this money without pen...
Alonzo Garza
Can my wife and I combine IRAs for the purposes of a Real Estate Self-Directed IRA?
Hello BP,In order to gain greater buying power (sooner) I was wondering if it's legal or if anyone here has ever combined their spouses 401k to use in a self directed 401k trust to purchase real estate property.I unde...
Harold Groetsema
Self Direct Roth IRA or SD 401K?
Wanting to roll over my traditional 401K to a SD Roth IRA or SD 401K. Which one is the best for real estate investing? Pros and cons?
Drew Kenwood
Real Estate Crowdfunding & self directed IRAs
Hello: I've been hearing alot of news about crowdfunding sites for real estate lately and several of my former business partners have been bragging about their ROIs (10-12%) using their self directed IRSa. I've heard ...
Matt Ferch
Utilizing funds from my 401K and/or Roth IRA?
Hello, I am trying to understand whether or not it's possible the use funds from a 401K and/or Roth IRA to invest in a local multifamily unit? If yes, how does it work, and what are the key considerations in deciding...