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Many individuals are under the mistaken assumption that in order to use your IRA to invest in real estate, they must pull the funds out of the IRA, pay the taxes and penalties and then invest. With a self-directed IRA, you make the real estate investment underneath the IRA umbrella, thus avoiding any taxes or penalties, and preserving more capital to invest.
Do you know who the IRS has deemed a disqualified person when dealing with your IRA? What investments are prohibited? What constitutes a prohibited transaction? During this short webinar, we will discuss the dos and don’ts when it comes to your retirement funds as well as who you are permitted to work with in your investment deals.