Roth IRA
Buy a Home in Your Self-Directed Roth IRA and Get to Live in it Tax Free
One can take advantage of the Roth IRA benefits by investing in an income property, and then distributing it to live in, tax free.
March 10, 2023
Real Estate
Can I use my Retirement Funds for a Down Payment on a House?
The use of retirement funds for a down payment on a house has become quite popular, however you should be aware of the tax implications.
February 22, 2023
IRA Rules & Regulations
Real Estate UBTI – When Does it Apply?
In Mauldin v. Comr. 195 F.2d 714 (10th Cir. 1952), the court explained that there is no fixed formula or rule of thumb for determining
February 4, 2023
Real Estate
Can I Combine a Rehab Loan with my Self-Directed IRA Funds to Secure a Flip?
One can combine Self-Directed IRA funds with a rehab loan to secure a real estate flip; just be mindful of the UBTI rules.
February 3, 2023
Real Estate
Best Way to Buy Real Estate with a Self-Directed IRA in 2023
if you are looking to invest in real estate with a Self-Directed IRA in 2023, learn your options before getting started.
January 11, 2023
Self-Directed IRA
What is the UBTI Tax Rate?
The UBTI Tax Rate prevents tax-exempt entities from competing unfairly with taxable entities. Learn more about the UBTI tax and how it may affect you.
December 4, 2022
Self-Directed IRA
Purchasing Real Estate with a Roth IRA
Did you know that you can use a Roth IRA to purchase real estate? Many banks lead you to believe that you can only use
November 8, 2022
Real Estate
Self-Directed IRA Real Estate vs. Capital Gains
One of the most common arguments against the use of a Self-Directed IRA to purchase real estate is that IRA distributions are subject to ordinary
August 15, 2022
Real Estate
Seller Financing with a Self-Directed IRA
Seller financing an investment property in your Self-Directed IRA is not only allowed, but may be the best and quickest way to sell a property!
July 13, 2022
Real Estate
Using a Self-Directed IRA to Invest in a Real Estate Fund
Be careful of both the Prohibited Transaction and UBTI Tax rules before making an investment into a real estate fund with a Self-Directed IRA
June 17, 2022
