IRA rollover options for purchasing real estate have expanded. Now you, as an real estate oriented investor,  can use your IRA, SEP IRA, or 401(k) rollover monies to purchase the real estate you want today and own it outright outside of your IRA. Own your dream home, investment property, oceanfront property, beach house, commercial property, mountain home, ski chalet, a vacation home, or condo on the lake. The choice is up to you! You'll be able to occupy the property you purchase as well.

We can help! Coordinating the IRA and Real Estate with Estate & Tax planning is powerful. We'll take the time to educate you about your options.  Consider using your IRA to make your existing mortgage payments.

Learn more about our process >>