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Updated about 8 years ago on . Most recent reply presented by

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11
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3
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William Walsh
  • Financial Advisor
  • South Burlington, VT
3
Votes |
11
Posts

Removing a rental property from a SD IRA

William Walsh
  • Financial Advisor
  • South Burlington, VT
Posted

Anyone have experience with this? I'm a financial planner that generally advises against SD IRA's to hold real estate when the client can purchase directly in their own names. But I've just had a client that came to me with one, and I'm wondering if there's an efficient way to remove the property from the IRA.

  • William Walsh
  • Most Popular Reply

    User Stats

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    Dmitriy Fomichenko
    #1 New Member Introductions Contributor
    • Solo 401k Expert
    • Anaheim Hills, CA
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    Dmitriy Fomichenko
    #1 New Member Introductions Contributor
    • Solo 401k Expert
    • Anaheim Hills, CA
    Replied

    William, are you talking about taking property out via "in-kind distribution" or you simply wish to sell the property and reinvest into conventional investment?

  • Dmitriy Fomichenko
  • (949) 228-9393
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