This entry treats the self-directed IRA from the capital-deployment angle: using retirement capital systematically to fund real estate investments, lending, syndications, notes, and direct deals, as a deliberate allocation strategy, rather than the single-property ownership framing.
Log in to followSix months in and the thing I still can't settle is whether the tax wrapper is worth what it takes away. Inside the IRA the compounding is clean, especially on interest, and passi…
I've got both a traditional rollover and a Roth sitting at the same custodian, and I have to pick which one funds the real estate side. The money is the same money. The wrapper is…
Trying to settle an argument I'm having with myself before I move anything. The clean version of self-directed IRA deployment is passive and unleveraged. Interest from private len…
A sponsor I've followed for a while is capitalizing a value-add deal and gave me two ways in with the same 150k. Preferred equity at 8 percent current with a share of the upside,…
I've done a few deals with my own cash and I'm now looking at a 140k rollover, and the first decision isn't which deal. It's what fraction of that account has any business being i…
Third year running a small note and lending position out of a self-directed account, and I'm back to the structure question because a borrower needed a partial release on a Friday…
I'm setting up a self-directed IRA to move about 60k of old retirement money into real estate paper, and the two custodian fee models I've been quoted are shaped completely differ…