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

Richard FertigApr 11, 20184m 4s3.5K viewsScore 75
Pricing & Profitability
intermediate
self-directed IRA
real estate investing
tax-deferred accounts
STR investment
IRA real estate
M

Summary

AI-generated

Learn how to leverage a self-directed IRA to invest in real estate, specifically short-term rentals. The video explains the concept, benefits, and crucial considerations like legal restrictions and seeking expert advice before making investment decisions.

Key insights

  • Investing in real estate through an IRA means the rental income and appreciation are tax-deferred until withdrawal, typically after age 59.5.

Mistakes to avoid

  • A significant downside of owning investment property within an IRA is the inability to personally use or enjoy the property until retirement age (59.5), as personal use is restricted.

Tools & resources

  • Short-Term Rental University (STRU)course

    Richard Fertig offers resources and courses on short-term rental investing, including guidance on buying properties and optimizing taxes.

Frequently Asked Questions

Curated by Learn STR by GoStudioM · Summary & key insights generated by AI · Reviewed by editorial