A custodian is required
A self-directed IRA custodian administers the account and investment process. Custodians do not necessarily evaluate the merits or risks of an investment.
Retirement education
Real Estate and Self-Directed IRAs
Some retirement accounts can hold alternative assets, including certain real-estate investments. The rules are technical and mistakes can create taxes or penalties.
Work with a qualified custodian
Avoid prohibited transactions and disqualified persons
Keep expenses and income inside the account
Obtain independent tax, legal, and investment advice
Restrictions matter
Personal use, self-dealing, extensions of credit, and transactions with disqualified persons may be prohibited. Financing can create additional tax and structure issues.
Do the diligence
Review fees, custody procedures, liquidity, valuation, insurance, title, financing, sponsor history, and exit risk with independent professionals.
Watch the introduction
Real Estate & Self-Directed IRAs
LifeTree's original educational introduction. Confirm current rules, fees, and suitability with your qualified advisors before acting.
Watch on YouTube ↗Important: LifeTree does not provide retirement, investment, legal, or tax advice. Consult qualified professionals before using retirement funds for real estate.
Your next step
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