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Tax, SDIRAs & Cost Segregation

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Daniel Dietz
Pro Member
  • Rental Property Investor
  • Reedsburg, WI
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SDIRA and NON Real Estate (Stock) Investments

Daniel Dietz
Pro Member
  • Rental Property Investor
  • Reedsburg, WI
Posted Aug 1 2013, 09:04

Hello,
I am going to be setting up a SDIRA this week to purchase my first rental property. Currently I invest in mostly stocks within my ROTH IRA, which I will be rolling over into the SDIRA.

My question is this;

1) I will likely have some 'left over funds' in the SDIRA after purchasing my rental. Will I be able to invest the 'left over funds' the way I have in the past? If so, how does that actually happen, as in what Brokerage would I use, etc....

2) If it is easier to keep the 'left over funds' NOT in the SDIRA, can these 'roll both ways'? Meaning if I sell a property, could I roll the funds back into a 'regular IRA'?

Hope this makes sense.

Thanks,

Dan Dietz

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