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The Basics

What a Self-Directed IRA Is, and Why Real Estate Investors Use One

Disqualified Persons and Prohibited Transactions

The Consequences of Getting It Wrong

Choosing Your Account

Account Types: Traditional, Roth, SEP, and Solo 401(k)

Module 1 Check: Rules and Account Types

Covers what a self-directed IRA is, the prohibited transaction rules that carry real consequences, and the account types investors actually use for real estate.

Before you buy anything, understand what this account actually is, what the IRS will and won't allow, and which account type fits your situation.

Understanding the Self-Directed IRA

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