Real Estate Investments in My Retirement Account, Really?

By Steven Anderson

Did you know you can purchase real estate investments with your retirement plan? Well, you can!

Contrary to what your stock broker or financial planner may have told you, stocks, bonds and mutual funds are not the only permissible investment choices for your retirement account. If you are increasingly dissatisfied with your stock-market-based retirement plan portfolio, there are alternatives. A self-directed retirement plan may be the solution.

Self-directed retirement accounts are becoming increasingly popular as more and more Americans desire better control over their retirement investments. In many instances, the advantages of self-directed retirement account real estate investing are clear. Benefits may include* greater profit potential, lower or no taxes, tax-deferred or tax-free growth, increased net capital for future deals, added diversification, and no restrictions (similar to 1031 Exchanges and additional options for real estate investors). It is no wonder why self-directed retirement accounts have gained so much press nationally by recognized publications.

The Performance Team works closely with investors who believe that real estate, properly acquired, will continue to be a great investment option for years to come. “The ability to use your retirement account as a real estate investment tool is a little-known fact,” says Steven Anderson of the Performance Team. “As you know, real estate is in a state of change right now, with some experts forecasting gloom and doom. We agree with others who believe that now is the best time to buy, since there is a tremendous amount of inventory with great value available.”

Dan McCallum of the Performance Team says, “We know that now is a great time to invest in real estate based on what we are experiencing in the market. The Performance Team has conducted real estate transactions totaling over $3 million in just the last 90 days.” Learn about the many ways to invest in real estate, including the ability to use your retirement accounts to do so.

*This information is based on anecdotal information, and is not to be construed as tax advice. Please contact your tax attorney or CPA.