How Do I Invest Using My IRA?

Today’s question is how to invest in real estate with your IRA.

First you pick a custodial account such as iPlan, equity trust, Pensco. Then you have to find a brokerage account such as Fidelity or TD Ameritrade or one of those.

Then you have to roll the money from the brokerage house into the self-directed IRA. Once it’s there, you want to get your paperwork in order. Once you get all of the documents in place in entity DOR that needs to be filled out in order to get the money in place and a custodial account will take over. You need your property package, subscription, operating and questionnaire in your articles for organization to make this all happen.

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