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 Scott Maurer

Scott Maurer, Vice President of Sales for Advanta IRA, is a recognized expert in the field of self-directed IRAs. With a law degree from the University of Florida and as a designated Certified IRA Services Professional (CISP), Scott’s keen understanding of rules and regulations fuels his passion to educate others on the power of investing in alternative assets using self-directed IRAs. Scott is a frequent guest on retirement and investing webinars and podcasts, and he has shown thousands of individuals how to achieve financial freedom by teaching them how to use their retirement funds to invest in private placements, real estate, private lending, and more. Throughout his two decades in the industry, he has watched numerous unique investments unfold, giving him great perspective of what is possible when people take control of their retirement funds and investing decisions.