Should You Use Your IRA to Buy Investment Property?


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By Justin Goodbread. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

In episode 212 of Financially Simple, Justin considers whether or not you should use your IRA to buy investment property.

Can you use your IRA savings to invest in real estate? Yes, you can - but should you? Justin looks at the ins and outs of using your IRA to invest in property, and gives his advice on whether or not it is a good idea.

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02:00 - Should You Use Your IRA to Buy Investment Property?

03:07 - Real Estate IRA Rules & Regulations

04:18 - You Cannot Buy Your Own House

05:45 - You Cannot Have “Indirect Benefits”

06:33 - You Cannot Use Your Personal Name

07:18 - Real Estate Can Be Purchased Without 100% IRA Funding

08:25 - UBIT Tax

09:16 - Expenses Must Be Paid From Your IRA

10:20 - Real Estate IRA Income Must Return to Your IRA

10:49 - So, Should You?

15:56 - Wrap Up



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Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

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