Real Estate IRA Articles

Self-Directed IRAs – Investing Retirement Funds in Real Estate

By: Bill Humphrey

Diversification is one of the most important qualities of a successful retirement portfolio. Among the many investment options available, real estate is often overlooked. Few people are aware that opening a Truly Self-Directed IRA or Qualified Plan create…

Three Questions Realtors Should Ask Every Client

By: Catherine Wynne

Realtors should look at their clients, not just in terms of buying and selling their personal residences, but also in terms of being real estate investors. You think your clients do not have enough cash to invest in real estate? Think again.

Is It True That You Can “Buy Real Estate With Your IRA and Use It NOW!”?

By: Catherine Wynne

You have seen this on the Internet and wonder, “Is it possible to use your IRA to purchase real estate that you can actually live in?” The answer to that question is NOT a simple “yes.”
There are two ways to buy real estate with your IRA…

Joe’s IRA Hits a (Rental) Home Run

By: Bill Humphrey

Joe’s retirement plans were coming back into focus as the result of his newly found investments for his IRA. You may remember his IRA purchasing an interest in a local bar and grill as well as the discovery that his IRA’s new banker’s pinstripe suit fit very well.

To Insure or Not To Insure

By: Catherine Wynne

We, as administrators, do not require insurance on any property owned by the IRA, nor do we recommend not insuring – it is up to you to make that decision…

What You Need to Know About Foreclosures Crisis and Opportunity

By: Ben Brazda

When a borrower defaults on a loan, the bank will foreclose on the property. In a foreclosure, the bank has the right to have the property sold to pay off the loan. This is not a good option for the borrowers and is not something that the bank wants…

UBIT – It’s a Good Thing, It Means You’re Making Money!

By: Bill Humphrey

If there ever was a subject that will stop an accountant is his or her tracks it is UBIT, which stands for unrelated business income tax. The origins of UBIT…