Purchasing Real Estate with your IRA can be broken down to three general steps:

  1. Identify and fund a custodial account
  2. Identify a suitable investment property
  3. Direct your IRA custodian to close and cash flow!
Real Estate as an investment in your IRA or 401(k) can create a substantial amount of wealth to your retirement. Using funds from your retirement plan can add stability to your financial future. Many of our clients choose this option to invest in real estate with a two to ten year time horizon. We accomplish this by helping our investors move all or part of their IRA or 401(k) into a Self Directed IRA and purchase real estate. Self Directed IRAs and 401(k)s allow our clients to aggregate traditional and non-traditional assets in their retirement accounts and maintain their tax-deferral status. This innovative strategy creates diversity and risk protection for our clients to actually own a piece of real estate, a tangible asset, instead of stock certificates. We use tried and proven trust companies that allow our clients to invest in virtually all IRS-permitted investment types.
Self-Directed IRA Investment Options Include the Following:
Real Estate Investments
    
Purchase of Property (Any Type)
    Secured Loans (Trust Deeds / Mortgage Notes)
    Tax Lien Certificates
Private Placements
    
Limited Liability Companies (LLCs)
     Limited Partnerships (LPs)
     C-Corp
     S-Corp (Certain Banks Only)
     Unsecured Loans
For more information on taking control of your retirement and financial future please contact us at (512) 473-0808 or Chad@DobbsRE.Com


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Dobbs Real Estate
2406 Lake Austin • Austin, TX 78703
Phone: (512) 473-0808 • Fax: (512) 473-0909