Best Practices of Real Estate Investing with an IRA

So, you’ve decided you want to invest in real estate with your IRA. By now, you’ve explored the different options, you’ve chosen which self-directed plan is the best to suit your needs—and now you’re ready to begin choosing assets that can build income for your retirement. What are the next steps? What do you need to know to help you succeed?

Real estate investing with a self-directed IRA can be quite easy, especially if you are familiar with the ins-and-outs of thecolorful row houses in a tropical setting industry. Whether you choose to rehab-and-flip projects to earn quick income, or to buy-and-hold to capitalize on the appreciation of property—these assets certainly have the potential to help you build a solid foundation for your retirement goals. Real estate adds diversity to your portfolio, presenting many different options to choose that can build income in your IRA.

However, success does not begin or end with simply purchasing the investment. If that were true, we’d all own fat bank accounts and our retirement funds would exceed our wildest dreams. While that is our ultimate goal, even getting halfway there takes a bit of commitment and a lot of knowledge to achieve.

In regards to real estate, we’ve put that knowledge right at your fingertips. We created a short and sweet guide to help propel your success in this realm. Advanta IRA’s Best Practices to Real Estate Investing with Your IRA outlines critical points that you must fully understand in order to invest your retirement funds within the limits of IRS rules and regulations. Failure to do so can cause your account to be penalized, taxed, or even to lose its tax-sheltered status.

From partnering funds to acquire assets to understanding the benefits and risks of your IRA being able to borrow funds to invest—this guide provides the basics that help you understand the nature of real estate in an IRA. Learn about disqualified persons and prohibited transactions, how income and expenses are handled, and how distributions work. These are essential elements of real estate investing in your IRA.

Interested? Download our free guide and contact Advanta IRA today.

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Invest for Success:
Real Estate in Your IRA


About Jack Callahan

Jack proudly earned his bachelor’s degree in finance and multinational business from Florida State University and his law degree from the University of Florida College of Law. He established Advanta IRA in 2003 and has steadily nurtured and grown the company and the team every year since. Prior to founding Advanta IRA, Jack delivered specialized counsel to real estate investors, small business owners, and real estate professionals on tax, legal and financial matters. As an industry expert, Jack is a frequent speaker on self-directed retirement plans. He is an accredited continuing education instructor for the Florida and Georgia Bar Associations, Florida and Georgia Real Estate Commissions, and The American Institute of Certified Public Accountants.