Speak with a Broad specialist:
(800) 395-5200Schedule a CallSign Up Now
Speak with a Broad specialist:
(800) 395-5200Schedule a CallSign Up Now

Real Estate Investing

Real estate is one of the most popular investments with a Self Directed Checkbook IRA. There are many types of properties you can invest in like REITs (Real Estate Investment Trusts), raw land, commercial property, rental property, and more. Explore everything you need to know about investing in and managing a real estate investment in your retirement account.

3 Pitfalls to Avoid When Using Your IRA for Real Estate

With the erratic nature of returns in standard stock market investments, American workers have started moving to platforms that provide them with more asset choices. One of these platforms – the Self-Directed IRA –  has received quite a bit of publicity lately, largely due to the cryptocurrency craze. For the average investor, however, a more […]
Read More >
March 30, 2022

What is UBIT in a Self Directed Real Estate IRA?

UBIT Definition UBIT stands for Unrelated Business Income Tax. This is a tax that applies to the profits of an active business owned by a Self-Directed retirement account. Most investors never run into it, because the types of investments favored by the Self-Directed platform are normally passive in nature and thus are tax deferred, (or […]
Read More >

Sweat Equity: How to Manage a Property Owned by Your IRA

Self-Directed investors are familiar with the concept of Prohibited Transactions – a set of restrictions that define how the investor may interact with his/her property. The obvious ones are easy: Don’t live in it Don’t let linear relatives provide paid services Don’t pay for upkeep out of your own pocket. On the flip side, Self-Directed investors also […]
Read More >
March 30, 2022

Investing in a REIT with a Self Directed IRA

A Self Directed IRA is a versatile tool to invest in a REIT (Real Estate Investment Trust). With it the account holder will get tax-advantaged growth, the freedom to invest in any kind of REIT, and the ability to self-manage the account. Previously we have discussed different kinds of REITS and choosing the most appropriate Self Directed IRA account. Today we’re going to switch gears and discuss the pros […]
Read More >
March 30, 2022

The Pros and Cons of Investing in a REIT with a Self Directed IRA

A Self Directed IRA is a versatile tool to invest in a REIT (Real Estate Investment Trust). With it the account holder will get tax-advantaged growth, the freedom to invest in any kind of REIT, and the ability to self-manage the account. Previously we have discussed different kinds of REITS and choosing the most appropriate […]
Read More >
February 15, 2022

Tips for Successful Wholesaling of Real Estate

Wholesaling is one way to invest in real estate if you don’t have a lot of money and want to avoid the risks involved in house flipping. You can earn a solid return on a real estate investment without actually owning the property. Wholesaling involves specific strategies, knowledge of the market and optimum timing. Once you’ve mastered […]
Read More >

Have Your IRA-Owned Property and Live in it Too

First things first: you cannot live in a property that is presently owned by your IRA. That is one of the chief items in the list of actions prohibited by the IRS regarding investing in a Self-Directed IRA. That being said, I promise I did not mislead you with the title of this post. The truth is that planning to live […]
Read More >

How to Retire Early with Real Estate Investments

With growing uncertainty about the future of Social Security and young adults concerned about having enough money for retirement, real estate can be the key not only to help you retire comfortably but also early. Many people start off with a single rental property, catch the real estate bug, accumulate more properties and end up […]
Read More >

Contact Us

Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

JOIN OUR NEWSLETTER!

Get the latest news and insights on Self-Directed IRAs and Solo 401(k)s right to your inbox.

magnifiermenuchevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram