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Self-Directed Real Estate 101:

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Equity Trust is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.

How Does Real Estate Investing in an IRA Really Work?

  • Researching a custodian and possible questions to ask
  • Roth IRA and Traditional IRA comparison
  • Account funding methods
  • Investment titling
  • Working with a title company
  • Managing your real estate investments in an IRA
  • Selling an investment

This report is a valuable resource for investors looking to invest in real estate with an IRA.

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This report reviews the various steps of the self-directed IRA real estate investment process.

From things to consider before opening an account all the way through the investment sale, this report uncovers the mechanics of a self-directed IRA real estate investment, including:

Self-Directed Real Estate 101

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We have clients in all 50 states with nearly $30 billion in retirement assets under custody and/or administration.

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Invest in real estate, private placements, tax liens, foreign currency and much more.

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We have more than 30 years of experience in self-directed IRAs, 401(k)s, and other retirement plans we offer. See why clients choose Equity Trust.

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