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Investing in Real Estate Syndications with Your IRA

 

 

“Can I invest in a real estate syndication with my IRA?”

 

The short answer is “Yes.”

“A self-directed IRA provides the opportunity to invest in alternative investments – not just traditional stocks, bonds and mutual funds. Self-directed IRA custodians offer a variety of investments for retirement accounts, including real estate […] and both non-publicly and publicly traded securities.” (1)

However, although the procedures involved in making a private investment with your IRA are straightforward, many first-time investors may be confused by the role of custodians, their procedures, and the widely varying fees they charge.

Peoples Capital Group has made special arrangements with SDIC Services, LLC, to assist individuals in navigating the various fees, regulations, and custodial procedures required when utilizing an IRA or other tax-advantaged account for private investments.

 

SDIC’s services include:

  • Clarifying for the investor the role of custodians as defined by the Retirement Industry Trust Association (RITA),

  • Help in navigating the complex fees charged by custodians,

  • Determining the most cost-effective custodian for your needs,

  • Assisting you with the forms and documents required by custodians to get the investment funded,

  • Access to high-level decision makers at the custodian to streamline the process and resolve any difficulties you may encounter.

 

To schedule a confidential orientation call with SDIC Services to discuss how you can utilize your IRA for private investment syndications, just follow this Calendly link.  Be sure to mention Peoples Capital Group to receive additional benefits.

 

(1)“IRA 101”, Retirement Industry Trust Association