Learn the Rules for Managing Real Estate Inside a Self-Directed IRA
Download my free copy today and take control of my SDIRA real estate strategy.
Real estate is one of the most powerful assets you can hold inside a Self-Directed IRA. Rental income, appreciation, and leverage can accelerate retirement growth while allowing your gains to grow tax-advantaged.
But the IRS places strict rules on how real estate can be managed inside an SDIRA.
One misstep, such as personal use, improper expenses, or dealing with the wrong party, can trigger taxes, penalties, or even disqualify your entire IRA.
This free eBook explains the rules for owning and managing real estate inside an SDIRA so you can invest confidently and stay compliant.
Inside this guide, you’ll gain clarity on:
- What qualifies as an SDIRA real estate investment
- What prohibited transactions are and how to avoid them
- Who counts as a disqualified person
- How property expenses must be handled
- How depreciation, 1031 exchanges, and leverage rules apply
Whether you’re considering your first property or already investing through an SDIRA, this guide helps you avoid costly mistakes and manage real estate inside your retirement account the right way.
The Horizon Trust Advantage
Easy-to-Use Financial Portal
- Total control over your investment decisions
- Ability to access alternative assets like real estate and crypto
- Industry-leading financial account portal
- Transactional-free pricing
Educational Resources
- Self-Directed: Self-Made Success book
- Dozens of account forms and disclosures
- Investment blog with the latest insights
- Educational newsletter with the latest investment trends
- Investment Corner
Multiple Account Options
- Roth SDIRA
- Traditional SDIRA
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- SIMPLE SDIRA
- Individual 401(k)
- HSA
- CESA
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