disqualified-persons-and-prohibited-transactions

Disqualified Persons and Prohibited Transactions

In order to avoid penalties and excess tax payments on the real estate investment properties in your self-directed IRA, you must adhere to certain regulations regarding prohibited transactions and disqualified persons.

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how-to-title-a-property

How To Title A Property

The title of the property is vested in the name of the IRA. The word “vesting” refers to the title and/or registration of the asset held in the self-directed retirement account. For more information click 'learn more'.

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income-and-expenses

Income and Expenses

While it is not required, some investors choose to hire a property manager for the purpose of consolidating expenses. Though the IRS prohibits the IRA holder from being the property manager, Entrust permits IRA holders to receive the rental income and forward it for record keeping.

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property-management

Property Management

Once your IRA has purchased real estate, you can start making management decisions, such as choosing tenants, contractors, or individuals to maintain the property. As the IRA holder, you cannot be the property manager, nor can you perform the labor.

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selling-a-property

Selling A Property

Selling a real estate asset that is a part of your retirement plan is similar to a regular real estate transaction, except The Entrust Group handles and signs all of the documents on your behalf. 

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Discover the Benefits of Self-Directed Retirement Plans

Entrust tax-free or tax-deferred retirement, health, and educational savings accounts provide the opportunity to save money for the future on a tax-deferred or tax-free basis.  Self-directed accounts also allow you to benefit from a variety of alternative investments not available through traditional retirement accounts.