Learn To Invest Your IRA In Real Estate

An IRA or (individual retirement account) is a form of retirement plan provided by the United States and many of its companies. However, many people are unfamiliar with the term self-directed IRA. For those unfamiliar with self-directed IRA’s a simple google search provides a clear definition by Wikipedia stating “A self-directed individual retirement account is an individual retirement account (IRA), provided by some financial institutions in the United States, which allows alternative investments
for retirement savings.”. This is essentially the same thing as an IRA with a few extra perks. A self-directed IRA allows alternative investments for retirement savings. This can include a wide range of things, however according to the website Accuplan, “Real estate is by far the most popular asset type for self-directed IRA owners.” This is most likely because investors don’t want their money to be solely tied to the stock market which is constantly fluctuating. Investors seek out opportunity in real estate property seller solutions because it allows investments in real physical properties.

Benefits Of A SDIRA

1. Tax-Deferred Income

2. Able To Invest In Alternative Assets Like Real Estate, Tax Lien Certificates, Precious Metals, Etc.

3. Diversification Of Investment Markets

4. More Control

5. Asset Protection

Call us today at (610) 595-4111 or send a message below

5 Steps To Get Started

1. Identify A Potential Investment
    • Real Estate

    • Limited Partnerships

    • Promissory Notes secured by mortgages/private lending

    • Tax liens certificates, to name a few). 

2. Choose A Custodian

Self-Directed IRAs are so complex and confusing it is helpful to have a custodian, a person who can help you navigate the craziness and confusion that is a Self-Directed IRA. 

  • Checkbook IRA (Custodian & Solo401K Investments)

  • CamaPlan

  • Equity Trust Company

3. Set Up An Account

It is advisable to establish a limited liability company (LLC) or other entity to hold the investment assets.

4. Transfer Your IRA Funds To Your SDIRA Account
5. Begin Your Investing Journey 🙂

We work with several investors in our area who already use their IRA to invest in real estate.

Please fill out the form below to stay connected with us or to schedule a time to grab coffee. We enjoy networking with others in our area.


What Do You Have To Lose? Get Started Now...

Start below by giving us a bit of information about your property or call (610) 595-4111

Fill out the short form…
You’ll Get A Fair Cash Offer – You Choose The Closing Date. We Pay All Costs!