Invest with Retirement Money

There are lots of ways to use retirement money to invest in real estate. A Self-Directed IRA is the most well-known, but it does have its limitations as you could be subject to UBIT (Unrelated Business Income Tax). The process of investing does take longer as the custodian acts as an intermediary, but they also offer more guidance for the newbie investor as they are well-versed with the rules and regulations of such accounts.

The self-directed Solo 401k (also known as Individual K or Owner-Only 401k) is a qualified retirement plan for those who work for themselves and have no full-time employees other than their spouse. Self-employed individuals can qualify regardless of their business capacity or structure (e.g. sole proprietorship, partnership, LLC, corporation, independent consultant, etc.).

The eQRP provides more flexibility if you’re not self-employed as well as gives you greater asset protection that a Solo 401k albeit at a higher price. You can Rollover your 401(k), IRA, SDIRA, 403b, 457, TSP and Solo 401ks into your eQRP

Get Started in Four Simple Steps

  • 1. Find a Custodian or Administrator

    First, establish an account through an experienced custodian who is well-versed with the rules and regulations of such accounts. See a preferred partner below.

  • 2. Open a new IRA Account

    Open an IRA account by filling out and signing the necessary documents

  • 3. Fund the Account

    You can fund your account by either executing rollover from your existing IRA — or your 401(k) or 403(b) account OR make a new contribution. You are now ready to invest!

  • 4. Authorize and Submit a Purchase

    After due diligence notify your custodian or administrator about your investment and fill out the necessary documents

Our Preferred Partner

Terms and Conditions

None of the information provided should not be seen as tax or legal advice or services, please consult a licensed professional.

No Offer of Securities—Disclosure of Interests

Under no circumstances should any material at this site be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any investment. Any such offer or solicitation will be made only by means of the Confidential Private Offering Memorandum relating to the particular investment. Access to information about the investments are limited to investors who either qualify as accredited investors within the meaning of the Securities Act of 1933, as amended, or those investors who generally are sophisticated in financial matters, such that they are capable of evaluating the merits and risks of prospective investments.

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