Ever Wonder How Self-Directed IRAs Can Transform Your Real Estate Game—For FREE?

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Tax, SDIRAs & Cost Segregation
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Ever Wonder How Self-Directed IRAs Can Transform Your Real Estate Game—For FREE?

Michael CalveyPro Member
Head of Sales at BiggerPockets · Denver, CO · Member since 2023 · 134 posts · 154 votes

I've been exploring new strategies with the BiggerPockets community, and I recently stumbled upon two completely free courses on self-directed IRA investing that changed my perspective. Imagine turning your retirement savings into a powerful tool for building real estate wealth—without spending a dime!

What These FREE Courses Offer:

  • Clear Fundamentals: Grasp the unique benefits of self-directed IRAs over traditional retirement accounts.
  • Real-Life Case Studies: Dive into actual turnaround stories and see how investors like you have leveraged these strategies.
  • Step-by-Step Guidance: Navigate tax benefits, compliance issues, and smart investment choices with easy-to-follow instructions.

I discovered these courses when I needed fresh ideas to boost my portfolio—and they delivered actionable insights without the fluff. Plus, they're FREE for all BiggerPockets audience members. Whether you're just starting out or looking to level up your investing strategy, these resources are a game-changer.

Discover more and enroll here: Free Courses on Self-Directed IRA Investing

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Philip Barr
Attorney · Member since 2025 · 65 posts · 102 votes
1y

Very cool resources. Thank you for posting.

Self-directed IRAs (SDIRAs) can be a great way to invest in real estate to grow your retirement funds, but it is important to make sure that you do not engage in any prohibited transactions, because that can have dire consequences for your retirement account. It is also typically recommended to set up and create an LLC with your SDIRA's funds to own the property directly so that the liability from that property is contained within the LLC and it does not affect the other assets in your SDIRA.


This post is not intended to replace legal representation or provide legal opinion, give custom drafting services, review enforceability in a particular jurisdiction, or provide financial/tax advice. Please seek a local professional to help you.

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  • Philip Barr
    Attorney · Member since 2025 · 65 posts · 102 votes
    1y

    Very cool resources. Thank you for posting.

    Self-directed IRAs (SDIRAs) can be a great way to invest in real estate to grow your retirement funds, but it is important to make sure that you do not engage in any prohibited transactions, because that can have dire consequences for your retirement account. It is also typically recommended to set up and create an LLC with your SDIRA's funds to own the property directly so that the liability from that property is contained within the LLC and it does not affect the other assets in your SDIRA.


    This post is not intended to replace legal representation or provide legal opinion, give custom drafting services, review enforceability in a particular jurisdiction, or provide financial/tax advice. Please seek a local professional to help you.

    3Reply
  • Steve Smith
    Member since 2020 · 217 posts · 167 votes
    1y

    Good info, but there's an argument to NOT own real estate In your sdira... too much risk. Much easier to just control it with leases and options and reap the benefits of rental income and appreciation easier.

    Also, while Equity Trust may have some good info, be very cautious of who you choose for a custodian. Some have some questionable history with doing things wrong, costing some investors thousands.

    1Reply
  • John Smith
    Member since 2024 · 4 posts · 1 vote
    1y

    Any recommendations for companies to use for SD401k? 

    0Reply
  • Account Closed
    Investor · Member since 2025 · 21 posts · 21 votes
    1y

    Agreed that doing your due diligence and educating yourself is essential! We have seen clients come to us after opening a Solo 401(k) at another provider, only to find out too late they didn't qualify for it, and wanting to undo it. It's important to talk to a tax or financial professional to help you determine what you qualify for and what might be the best approach for you. Directed custodians cannot advise; they can only act according to the account holder's directions.

    2Reply
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