I am considering a rollover from a previous employer's IRA to a new custodian that will permit investments in real estate, particularly syndications as an LP.  I have come across Advanta IRA, Provident Trust Group, an...

Does anyone know a way that it is possible to use a self directed IRA to invest in an LLC that I own as well?  According to the IRS rules, i would be considered an unqualified person since I own both.

Hello all. Next year I want to begin the process of buying my first multifamily unit, which I want to live in one unit. But all my money is in IRA's and other money funds, and I think I'm going to need to tap into tho...

I think we all know real estate is a wonderful investment and a proven track to wealth.But my question is: is it always the answer? I know many people on this blog are diehard real estate investors and would not even ...

Hi All,I am interested in transferring funds from my IRA held at a brokerage firm to a SDIRA with a custodian. I've done my homework on SDIRAs and I am aware of the benefits and the restrictions. However, my tax attor...

Greetings BP,
My family business acquired 45 acres of land and plans on developing a Planned Urban Development (PUD) in the Raeford/Fayetteville/ Fort Bragg North Carolina area. We've been in the rental business provi...

Curious if I could purchase a real estate property with an LLC and use the revenue to fund a SEP IRA?  Would it have to be the profit only or could I use all of the gross revenue?  Any hurdles I should think of?  TIA!

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...

My 401K invested in a PPM a few months ago.  It owns a small percentage (6%) of an entity that owns a commercial property.  I'm not sure what percentage of ownership the GPs have but it's less than 50%.  The GPs have ...

I currently have a Roth 401k and a Roth IRA. I need somebody local who can help me figure out how to put those funds to work in REI. Any advisors in INDY that members can refer me to?