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Real Estate Investing with an IRA

We are not financial advisers and this is for informational purposes only. Do not take it as tax, financial, or legal advice.


One of the ways the savvy investor can invest in real estate is by entering into a Self-Directed IRA, or SDIRA. This type of retirement account allows you to have control over the investments that comprise your IRA. This means that you are no longer limited to stocks, bonds, and mutual funds, but still have the tax benefits of a normal IRA. Not all retirement accounts can be rolled over into SDIRAs, however, and it is important that you speak to your professional adviser before making any decisions. An important note is that if you enter into a SDIRA, you will need to find what is called a "custodian".


A custodian is the financial institution that you manage your SDIRA through that handles the paperwork, reporting, and transactions. This is a regulation that is put in place to avoid violating the rules associated with IRA real estate investing. It is important to note that the custodian will not be advising you, but will be charging fees for the services they provide.  

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