Self Directed IRA: Investing in Real Estate with Retirement Account

Ramez headshot

We will hear from Ramez Fakhoury, Vice President of IRA Club, a self directed IRA custodian.  What is a self-directed IRA, you ask?  Most IRA custodians will only let you invest in their mutual funds, some will allow most wall street products (stocks, bonds, mutual funds).  But very few IRA custodians allow main street investments (real estate, personal lending etc.).  These are known as self-directed IRA, because you, the investor, direct what you invest in.  All the tax advantages of a retirement account, without the constraints limiting local investment.  But there are some constraints and there are some tax implications.  For example, UBIT.  What the heck is UBIT?  Come and find out, and learn more about self-directed IRAs.    

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Country Inn & Suites by Radisson: 5997 E Valley Center Road, Bozeman 59715.