Invest in Real Estate
Self-direct your retirement account and invest in the most popular alternative asset class in a tax-advantaged way.
GET IN TOUCH WITH A SPECIALIST
As seen in:
Benefits of Real Estate Investing
Tax Advantages
All investments made inside your Self-Directed IRA or Solo 401(k) plan grow without tax. Qualified distributions from a Roth account are TAX FREE.
Cash Flow/Appreciation
Generate a steady income with rental properties, score big with a renovation/flip, or hold until it's the right time to sell.
Estate Planning
By investing in real estate with your IRA or 401(k) plan, you can choose to pass on your properties to your beneficiaries, who will receive the tax benefits of the investments.
Diversification
In order to properly diversify your portfolio, you need to spread your investments across multiple asset classes. Real estate is arguably the best investment for retirement savings.
Flexibility
Gain control and flexibility over your retirement funds and have the ability to invest in the types of properties you want, when you want.
Protection Against the Markets
Real estate investments usually have a low correlation to the stock markets meaning you can mitigate risk and help balance your portfolio.
Types of Investments You Can Make
Residential
Airbnb/Vacation Houses
Fix & Flips
Apartments
Raw Land
Farmland
Commercial
Office Space
Industrial
Hotels/Motels
Mixed Use
Vineyards
Other Investments
Crowdfunding
REIT
Real Estate Funds
Retirement Plan Options
We Do Everything
With a custodian-controlled SDIRA, you tell us the investments you want to make, and we’ll do all the work.
- Zero Setup Costs
- Go Traditional or Roth
- NO Incoming Wire or Check Fees
- Best for Low Frequency of Transactions
Complete Control
Enjoy “checkbook control” to make real estate investments when you want, without custodial consent.
- Use Your Checking Account for all transactions
- Go Traditional or Roth
- NO Incoming Wire or Check Fees
- Best for High Frequency of Transactions
For Self-Employed
Best retirement plan for the self-employed, especially for real estate investors.
- High Contribution Limits
- Compliance Services Included
- Checkbook Control Available
- Pay NO UBTI Tax when Using Leverage for Real Estate
Why IRA Financial?
Experience
Our tax and ERISA experts have helped over 24,000 clients invest $3.2 billion in alternative assets.
Presitge
Our founder, Adam Bergman, was a tax lawyer and is the author of nine books on self-directed retirement plans.
Dedicated Support
In addition to tons of online resources, IRA Financial gives clients access to experienced specialists dedicated to your peace of mind.
Ready to get started?
Simply click the button below to sign up for your free IRA Financial account. From there, choose the type of plan you wish to invest with and submit an application.