White Paper

15 Pages
  • 15 Pages

Using IRAs and 401(k)s to Buy and/or Fund Real Estate Investments


Recognize the money accessible through IRA/401(k) accounts.

Many IRA and 401(k) accounts are invested entirely in Wall Street stocks, bonds and mutual funds. Often account holders don’t know that they are able to invest their tax-advantaged IRA and/or 401(k) money in other assets including real estate, private loans, private placements, etc. Unfortunately, in many cases their advisors don’t know that either. This white paper reviews assets that IRAs & 401(k)s can hold pursuant to ERISA rules, and discusses how to access monies in your retirement account for real estate-related investments.



Mark E. Hodges, Esq.

Mark E. Hodges, Esq.

RealTrust IRA Alternatives, LLC

  • Launched RealTrust IRA Alternatives, LLC, a self-directed IRA administrator/custodian company specializing in alternative asset investments held in IRAs and 401(k)s in 2004
  • In 2019, he obtained a charter for Foundation Trust Company, LLC, which now serves as the custodial entity for alternative assets administered by RealTrust
  • Began his practice as a real estate and transactional lawyer in 1985
  • Founded Exchange Counsel, Inc., a §1031 exchange accommodation corporation, in 1989
  • Written many articles and taught countless law-oriented continuing education courses for various professionals through his state-accredited Real Estate Law School®
  • J.D. degree, Seattle University School of Law; B.A. degree, Washington State University
  • Can be contacted at 800-503-1031 or [email protected]

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.