<img src="//bat.bing.com/action/0?ti=5598587&amp;Ver=2" height="0" width="0" style="display:none; visibility: hidden;">

Veronica Alvizar, Real Estate Associate

Veronica Alvizar, Real Estate Associate
Veronica’s 6-year experience in the self-directed IRA industry, specifically working on real estate IRA transactions makes her the go-to person for all things real estate. Veronica enjoys helping clients understand the transaction details ahead of time to make sure they have an excellent experience.

Website: https://www.iraresources.com/

Email: info@iraresources.com

Author's Posts

3 Things You Should Know About Investing in Vacant Land with a Self Directed IRA

by Veronica Alvizar, Real Estate Associate on (May 9, 2019)

 Raw or vacant land— another way many investors chose to diversify their retirement, compounding the flexibility of a self-directed IRA with the flexibility of untapped potential. You can buy and hold the property, develop the land for resale, rent it out for farming or solar energy— there are almost endless options. But, as with all IRA investments, there are some things to keep in mind when investing in this tax-advantaged account— and they can make the difference between massive and meager returns. Here are 3 to anticipate when investing:

Read More

Topics: Prohibited Transactions, Real Estate IRA

How To Re-Register Your Real Estate IRA Assets

by Veronica Alvizar, Real Estate Associate on (March 31, 2019)

Need to move your real estate in-kind, without liquidating the property, to a new self directed IRA custodian? What many real estate IRA investors don’t know is that once your asset has moved to your new account, the process isn’t done. You have to re-register the deed to the property. If you don’t follow through, there can be obnoxious (and expensive) complications down the line.

Read More

Topics: Transfers & Rollovers, Real Estate IRA

5 Steps For Success After Buying Real Estate With Your IRA

by Veronica Alvizar, Real Estate Associate on (July 18, 2018)

Now that you’ve completed your real estate IRA purchase—hooray! You’re on your way to a sound financial future. But wait—this is a self-directed IRA, which means there are a few things you need to do to keep things running smoothly. Ready for those next steps in your post-real estate purchase process? Look no further! We’ve got the steps outlined, so you don’t miss a beat.

Read More

Topics: Self Directed IRA Rules, Real Estate IRA

Prohibited Transactions in Your Real Estate IRA - Examples and Explanations

by Veronica Alvizar, Real Estate Associate on (May 25, 2018)

Investing in real estate with your self-directed IRA is a lot like traditional real estate, but there are a few big differences. The biggest difference? You’re not allowed to do a few things within a self-directed IRA, according to the IRC Section 4975. The IRS, by banning these situations and investments, known as prohibited transactions, is aiming to prevent you (or you, through your family) from benefiting directly from the IRA— at least until you’ve retired.

Read More

Topics: Prohibited Transactions, Real Estate IRA

Update the Fair Market Value (FMV) of Your Real Estate IRA

by Veronica Alvizar, Real Estate Associate on (May 17, 2018)

Are you transferring, selling, or distributing your self-directed assets? Are you taking your yearly required minimum distribution? Is it December and your IRA custodian is asking for an updated “FMV”?

If so— you’ll need to update the fair market value of your IRA’s assets. It’s a simple process, especially at IRAR, but it must be done annually (and whenever you do a “taxable event”, like a sale or distribution).

Read More

Topics: Self Directed IRA Rules, Real Estate IRA, Fair Market Valuation (FMV)

Mortgage Notes: Invest In Real Estate With A Self-Directed IRA

by Veronica Alvizar, Real Estate Associate on (April 23, 2018)

You want to invest in real estate, but don’t want the hassle of finding a tenant, collecting rent, and managing repairs? You can invest in real estate notes instead! With many of the same benefits (but without all the headaches), promissory notes secured by real estate are becoming more and more common, especially with self-directed IRA investors.

Read More

Topics: Self Directed IRA Rules, Real Estate IRA

Is it Required to Hire a Property Manager for my Self-Directed IRA?

by Veronica Alvizar, Real Estate Associate on (September 1, 2017)

The IRS doesn’t always make itself the easiest to understand. Do you need to hire a property manager for your self-directed IRA rental properties? We hear this from real estate investors all the time (particularly if using a direct purchase strategy to fund their deals). Though you’re not required to hire a property manager, the IRS does have rules about who you can and can’t conduct transactions with. The rules also state that you aren’t allowed do any “sweat equity”, or provide benefits due to your work on the property. Investors have worried that this implies a property manager is required, an added expense not all investors want to deal with. This is not to imply that having a property manager is bad— in fact, a property management company or manager can be a huge benefit to an investor, as long as it fits your investment strategy.

Read More

Topics: Real Estate IRA

How to Invest in Real Estate using a Non-Recourse Loan

by Veronica Alvizar, Real Estate Associate on (July 28, 2017)

If you don’t have the funds in your IRA to make a real estate investment, one available option is a non-recourse loan. With this process, the borrower is the IRA itself, not the IRA owner. Non-recourse loans are not offered by most banks— though there are some banks and private lenders willing to grant this type of loan.  Due to the uncommon nature of this funding, not every IRA provider, lender, or real estate professional may be familiar with the process.

Read More

Topics: Real Estate IRA

Why Title Insurance is Important for Your Real Estate IRA

by Veronica Alvizar, Real Estate Associate on (May 16, 2017)

We sat down with Real Estate Associate Veronica Alvizar, who has more than six years of experience working with Real Estate IRA investors. She enjoys sharing her knowledge with clients and is adamant about making sure that they understand the importance of using a title company and/or getting title insurance when purchasing real estate with an IRA, an expense many investors choose to avoid.

Read More

Topics: Due Diligence, Real Estate IRA

IRA Resources Self-Directed IRA Blog

Trending strategies and accurate education for real estate investments and private placements in self-directed IRAs.

Subscribe to Email Updates

Save over 50% on
Self-Directed IRA Fees

Free SD IRA Consultation

 

 

Recent Posts

300x250 Template