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Since 1974 Americans have been able to invest tax-deferred and tax-free retirement funds in real property.

According to the Investment Company Institute, there are approximately $3.7 trillion invested in IRA’s. Mutual funds contain about 98% of the retirement industry. A recent national publication suggests that American’s should have at least 25% of their retirement invested in real estate. Today, it is estimated that only 2% the $3.7 trillion is invested in real estate.

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So how do you make that first real estate purchase with your IRA?

First option:

  1. The taxpayer establishes a new account at a Self-directed IRA Custodian.
  2. The taxpayer funds the new Self-directed IRA account.
  3. The taxpayer directs the custodian to have the IRA acquire the real estate.

Second option:

Use an IRA LLC (Derived from legal tax case in 1996: Swanson v. Commissioner.

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The Checkbook LLC allows investors to acquire investments simply by writing a check while using a self-directed custodian saves money to set up. Call IRA Advantage today to review your opportunities and the best path to your next investment!


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David and Thomas Moore, the co-founders of Equity Advantage & IRA Advantage

Whether working through a 1031 Exchange with Equity Advantage, acquiring real estate with an IRA through IRA Advantage or listing investment property through our Post 1031 property listing site we are here to help Investors get where they want to be. About Us…


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