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Investing In Real Estate Podcast

Smart investors know that utilizing a self-directed IRA is an incredible way to build wealth and maximize your retirement. But is there a way to take a loan from your self-directed IRA in order to take advantage of further tax benefits? That’s the first question I’m answering on today’s show!

This Q&A edition of Investing in Real Estate features three of your questions on self-directed IRA rules, distributions, and getting into real estate as a beginner. Click play to hear my answers to your questions!

On this episode you’ll learn:

  • The rules of self-directed IRA loans.
  • How to take IRA distributions.
  • The lowest barrier to entry for investing.

The Rules of Self-Directed IRA Loans

In theory, it sounds like a great idea to loan yourself funds from your self-directed IRA. However, the IRS has strict rules surrounding this. Your IRA is prohibited from lending funds to disqualified persons, which includes you or any of your entities. You can read more about prohibited transactions for a self-directed IRA here.

How to Take IRA Distributions

There are ways to take IRA distributions in installments, but you’ll need to work closely with your custodian and CPA in order to do so legally.

The Lowest Barrier to Entry for Investing

Investing in real estate short notes through Connect Invest is a great way for beginners to start earning returns. You do not need a certain credit score to invest. You can simply deposit the funds, and start earning! Learn more by filling out the form at morrisinvest.com/connect.

Ask Me a Question at morrisinvest.com/clayton

Episode Resources
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Subscribe to Investing in Real Estate on Apple Podcasts 
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DISCLAIMER: I am not a financial adviser. I only express my opinion based on my experience. Your experience may be different. These videos are for educational and inspirational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. There is no guarantee of gains or losses on investments.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. We recommend them because they are helpful and useful, not because of the small commissions we make if you decide to use their services. Please do not spend any money on these products unless you feel you need them or that they will help you achieve your goals.

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Posted on

December 11, 2023

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