Looking for advice on Self directed IRAs to purchase property.

Looking for advice on Self directed IRAs to purchase property.

Member since 2018 · 1 post · 0 votes

I'm over 59 1/2, I want to buy a home with Traditional IRA funds since I'm elibible not to take the 10% penalty but would take such a tax hit now since I'm still working. I know I can't live in this house if I do self-directed Ira but someday I would like to live there. Can I someday have the LLC sell the property to me? Basically my question is if I buy using self directed Ira can I ever since there?

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Carl FischerPro Member
Rental Property Investor · Ambler, PA · Member since 2015 · 2k+ posts · 1k+ votes
8y

@jmacarthur

If you use your SDIRA to buy the house you won’t pay any tax now  unless you convert to a Roth and then buy the house. 

Secondly it is prohibited by the IRS to buy a house using your Ira that you intend to occupy later. 

You should discuss your goals with a professional well versed in SDIRAs. There is some education required that will help you make the correct choices. 

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  • Brian EastmanPro Member
    Self Directed IRA & 401k Advisor · Wenatchee, WA · Member since 2014 · 2k+ posts · 2k+ votes
    8y

    @J MacArthur

    Buying a home you wish to live in in the future with your IRA likely does not make sense.

    The only way you can use that home personally is to take the home out of the IRA as a distribution in-kind at the present value when you take the distribution.

    So, if the IRA purchases a home as an investment today for $100K, and 5 years down the line that home is worth $125K, then when you take a distribution, you are taking out $125K all at once and will get hammered on taxes. You have not sheltered the gain in value of the property and will still be in a high tax bracket due to the size of the distribution.

  • Carl FischerPro Member
    Rental Property Investor · Ambler, PA · Member since 2015 · 2k+ posts · 1k+ votes
    8y

    @jmacarthur

    If you use your SDIRA to buy the house you won’t pay any tax now  unless you convert to a Roth and then buy the house. 

    Secondly it is prohibited by the IRS to buy a house using your Ira that you intend to occupy later. 

    You should discuss your goals with a professional well versed in SDIRAs. There is some education required that will help you make the correct choices. 

  • Retirement Accounts Attorney · Southfield, MI · Member since 2017 · 3k+ posts · 1k+ votes
    8y

    @J MacArthur

    The property would need to be distributed in-kind from the IRA into your name and taxes would apply.

    Before the IRA custodian can distribute the property in-kind, an appraisal is required to determine the value subject to taxes.

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