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What You Need to Know About the Self-Directed IRA For Real Estate

A self-directed IRA is a type of IRA structure that allows the IRA holder (you) to have more control over your retirement funds. Not all self-directed IRAs are the same. The self-directed IRA is the most popular way to use retirement funds to make alternative asset investments, such as real estate, notes, cryptocurrencies, gold, investment funds, private businesses, and much more without tax or penalty.

Why Work With IRA Financial?

We help our clients take control of their retirement funds and gain the ability to invest in almost any type of investment tax-free. We have helped thousands of clients invest in foreign and domestic assets. You receive direct and unlimited access to our in-house tax and ERISA professionals to ensure that all established tax structures are IRS compliant. We offer a full IRS audit guarantee and stand by the legality of our structures and will fully defend their merits against any IRS audit.

Do You Have Questions?  Give One of Our Specialists a Call.

How It Works

Set-up an IRS compliant “Checkbook Control” Self-Directed IRA LLC with IRA Financial Group.

Rollover existing retirement funds from the current custodian to the new IRA passive custodian.

IRA passive custodian transfers rollover retirement funds to the newly established IRA LLC bank account at any local bank.

Identify the real estate investment property for purchase.

As manager of the IRA LLC, purchase the real estate investment property by writing a check or executing a wire transfer from the new IRA LLC bank account. No need to seek the consent of the custodian with a Self-Directed IRA LLC with “Checkbook Control” solution.

Title to the real estate investment property and all transaction documents should be in the name of newly established IRA LLC. Documents pertaining to the property investment must be signed by the LLC manager.

All expenses paid from the investment property go through the IRA LLC. Likewise, all rental income checks must be deposited directly into the IRA LLC bank account. No IRA related investment checks should be deposited into your personal accounts.

All income or gains from the real estate investment will generally flow through to the IRA without tax!

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