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Tax, SDIRAs & Cost Segregation

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Alonzo Garza
  • San Antonio, TX
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12
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Can my wife and I combine IRAs for the purposes of a Real Estate Self-Directed IRA?

Alonzo Garza
  • San Antonio, TX
Posted Jun 10 2015, 11:30

Hello BP,

In order to gain greater buying power (sooner) I was wondering if it's legal or if anyone here has ever combined their spouses 401k to use in a self directed 401k trust to purchase real estate property.

  • I understand how a trust would work (all monies have to flow through the custodian, etc..)
  • I will probably follow up with my tax advisor / financial advisor / trust companies

All the same, just wondering if anyone has experience w/ this "strategy"?

Thanks in Advance,

-Alonzo

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