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

Choosing a Self Directed IRA Custodian for Real Estate Investments

by Yvonne Garcia, CMO on (November 20, 2018)

You hear it all the time— in endless blogs, books, and articles. The most important part of a successful real estate investor is the team behind you. When investing with your self directed IRA, your custodian is an essential part of that team, one that can help or hinder depending on the company.

Is your provider helping or hindering?

Read More

Topics: Self Directed IRA Rules, Real Estate IRA, SDIRA Fees

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

Socially Responsible Investing: Make a Difference with Your Self-Directed IRA

by IRAR Trust Company on (June 5, 2018)

Nowadays, there’s no excuse for investing in companies that don’t share your values. With the huge variety and the methods available, it’s easier than ever before to invest consciously, and in every aspect of your life— even with your retirement fund. Self-directed IRAs give you a unique ability to truly vet your investments, so you can put your savings somewhere you feel good about. Socially responsible investing lets you put your money in where your mouth is, in investments that line up with your personal morals and beliefs.

Read More

Topics: Private Placements/LLCs, 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

5 Eco-Investments You Can Hold in Your Self-Directed IRA

by IRAR Trust Company on (April 19, 2018)

The world we live in is transforming, and the markets are shifting right alongside it. There’s a persistent myth that eco-investments aren’t as profitable as traditional companies, but that’s proving to be untrue— a recent Harvard Business Review sustainability study has shown that over the next two decades, companies that demonstrate a commitment to environmental responsibility will likely outperform companies that don’t, because they’ll be prepared against new regulations and unknown market pressures. 

Read More

Topics: Private Placements/LLCs, Real Estate IRA

Partnering Your Self-Directed IRA: Using Someone Else’s Money to Invest in Real Estate

by Jason Craig, President on (March 9, 2018)

So, you want to invest in real estate with your IRA, but don’t have enough money to buy the property outright. Does that mean you’re stuck investing in stock? No! Lucky for you, there are plenty of other options for determined investors. Today we’re going to cover one of the most common: partnering your IRA funds.

Read More

Topics: Real Estate IRA, Funding Methods

How to Invest in Real Estate with a Self Directed IRA LLC

by IRAR Trust Company on (February 5, 2018)

Increasingly, more and more investors are diversifying their retirement funds by investing in real estate and other real estate related assets. As recently noted by Bloomberg.com, real estate tends to be just about as effective an investment as stock in the long term— with the added benefit of being a physical asset. In the self-directed IRA space, investors often use an IRA LLC when investing in real estate. This gives you what is known as “Checkbook Control”— meaning you, as the IRA holder, have complete signing authority over your retirement funds. Is a self-directed IRA LLC the choice for your retirement? Whether you’re looking to invest in private stock through an LLC or you’re creating an LLC to invest in real estate, we’ll help break down the process, so you can see if this retirement strategy works for you.

Read More

Topics: Private Placements/LLCs, Real Estate IRA

5 Secrets Every Real Estate Investor Should Know to Build Wealth

by Yvonne Garcia, CMO on (January 16, 2018)

Imagine— a future where your retirement is secured by physical property. A future where you know that no matter what the stock market looks like, there is a tangible asset you can rely on. Investing in real estate is a popular strategy for many of those reasons. Unlike stocks, bonds, and mutual funds, it’s something you can touch, something you can feel, something you can drive up to and say, “I own that piece of property.” Most investors use personal funds or loans to buy real estate, and aren’t aware that you can make the same type of investment with your retirement savings. With the housing market rising steadily at 5-6% on average per-year since the 2008 market crash (according to the Case-Shiller Index), it’s no wonder more and more investors are looking at real estate to ground their retirement portfolios.

Read More

Topics: 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

SDIRA Fees