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INVESTMENT CONSULTING
Our experienced team will explain how to invest SDIRA and 401K funds into multiple non-traditional investments. One of our secrets? A Self Directed Individual Retirement Account (SDIRA) - learn how this can amplify your investment by booking a free consultation with our experts.
A Self-Directed Individual Retirement Account (SDIRA) is our secret to successful property investment, and...
is a type of individual retirement account that allows the account owner to have more control over their investment choices. Unlike traditional IRAs or Roth IRAs, which are typically limited to investing in stocks, bonds, and mutual funds, SDIRAs allow investors to invest in a broader range of assets, such as real estate, private equity, precious metals, and more.
Read more about SDIRAs below or book a call with our team to see how you can utilize an SDIRA to kickstart your rental property business.
what IS A
Self-Directed IRA?
In good hands
WITH Our EXCLUSIVE PARTNER
Quest Trust Company is the leading Self-Directed IRA custodian in the nation, administering IRAs for the purpose of investing in "alternative" investments including real estate, notes, oil and gas, and more.
We've partnered with Quest to provide our clients expert account administration as a part of the REvolution Investments process.
WHAT TO EXPECT
Step 1: Schedule your free consultation with our team to discuss your goals for your rental property business and determine next steps.
Step 2: Meet with our exclusive partner, Quest, to determine your eligibility and create your personalized plan.
Step 3: Work with our team to find the perfect property, best fit for your financial goals and utilize your SDIRA to make the purchase.
Step 4: Watch the magic happen when our team launches your listing and your booking calendar (and wallet) start to fill up.
More ON
Self-Directed IRAs
Tax Rules for SDIRAs vs Traditional and Roth IRAs
The tax rules for SDIRAs are similar to those for traditional and Roth IRAs, with some important differences. With a traditional SDIRA, the account holder typically pays taxes on the money they withdraw from the account, including both contributions and earnings, at their ordinary income tax rate. However, with a Roth SDIRA, the account holder pays taxes on the money they contribute to the account upfront, but the earnings grow tax-free and are not subject to taxes when withdrawn in retirement. It's important to note that SDIRAs may have additional tax implications depending on the type of investments held within the account. For example, if the SDIRA holds investments in real estate, the account holder may be subject to taxes on rental income or capital gains when the property is sold.
Structure to Meet IRS Guidelines
Compliance? No problem. We'll ensure that your SDIRA is set up and organized correctly with proper documentation to appropriately meet IRS guidelines and compliance.
What Does a Private Equity Use a Self Directed IRA for?
Private equity firms may use Self-Directed Individual Retirement Accounts (SDIRAs) to invest in private companies, start-ups, or other types of illiquid assets. This is because SDIRAs offer greater flexibility and control over investment choices compared to traditional retirement accounts. By using SDIRAs, private equity firms can invest in a wider range of assets, including those that may have higher potential returns but are not publicly traded or available through traditional investment channels. This allows them to take advantage of investment opportunities that are not available to investors using traditional IRAs or 401(k) plans. However, it's important to note that investing in private equity using an SDIRA carries additional risks and considerations. These include potential liquidity issues, higher fees associated with administering the SDIRA, and the need to carefully vet and select investments to ensure they comply with IRS regulations. It's crucial to consult with a financial advisor before making any investment decisions with an SDIRA.
Other Considerations
With an SDIRA, the account holder assumes greater responsibility for making investment decisions, and they may need to conduct additional research to ensure that their investments comply with IRS regulations. Additionally, SDIRAs may have higher fees and require additional paperwork, so it's important to thoroughly research the account custodian before opening an account.
