Investing in Real Estate with your Self- Directed IRA

27/12/2022 33 min

                    Investing in Real Estate with your Self- Directed IRA

Listen " Investing in Real Estate with your Self- Directed IRA "

Episode Synopsis


Learn about the ins and outs of Investing in Real Estate with your Self-Directed Retirement Account from Carrie Cook, CEO of Preferred Trust Company.

Time Codes:
00:50 A Self-Directed IRA = A Real Estate Investment Opportunity
1:40 3 Types of Tax Deferred Retirement Plans
3:30 Rental Property and Trust Deed Investments
5:27 Start an IRA now or diversify your current IRA?
6:15 Steps to set up a SD- IRA
10:55 The cost of a SD- IRA
14:44 Steps to Investing in Real Estate with your IRA
24:55 Common Mistakes
28:00 UBIT - Unrelated Business Income Tax
29:16 UDFI - Unrelated Debt Financing Income
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Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.

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