How I Used a Self-directed IRA to Buy Real Estate (here's what I did)

3.5K viewsover 7 years ago4m 4sScore: 82

Richard Fertig

Regulations & Compliance
intermediate
Tax Strategy
Profitability
Investors

Summary

Richard Fertig from STR University discusses investing in real estate using a self-directed IRA, highlighting its benefits in leveraging tax-deferred funds and cashing out of stocks at high values. He shares his personal experience investing in fairway units at Snake River Sporting Club, emphasizing the importance of consulting experts like Adam Bregman to navigate the rules and restrictions associated with using an IRA for real estate investments, to avoid IRS penalties.