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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.

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

Agenda

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

Faculty

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

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