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Bryan Jeffries
  • Investor
  • Scottsdale, AZ
4
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6
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72T provision for Real Estate Self Directed IRA

Bryan Jeffries
  • Investor
  • Scottsdale, AZ
Posted

Hi everyone, my wife recently reached the dream of being able to retire at 49 thanks to rental properties. Some of her properties are in her self directed IRA. A provision in the IRS code known as 72T allows one to receive distributions prior to age 59 1/2. There is a calculation that takes place and usually involves market based investments. I am wondering if anyone out there has knowledge/experience of examining these assessments/calculations for rental properties? Our hope is to simply be able to collect the rents as income, which is approximately 5% of the overall value of her investments. Thank you!!!!!

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