Few people know they can roll over their Retirement Accounts into a Self Directed IRA (SDIRA). This is a great way to control where your retirement funds are invested and ensure a possible greater ROI for your retirement. This process is much simpler and quicker than you may think.

With a "Global Recession" on its way, according to Fortune Magazine and the Fed stating that they will continue to raise interest rates to combat inflation further. I feel that this is very important for you to know and understand so that you're not taking losses with the market.

Last week I went over the Ten Benefits of investing in apartment buildings; now, I'll be going over a way for you to get started through your Retirement Account.

Setting Up a Self-Directed IRA (SDIRA)

1. Open an account with a self-directed IRA custodian. (I have a few that I can connect you with to eliminate you having to look on your own.)
2. Contact your current IRA custodian and complete a funds transfer form. In this form, you specify the amount to be transferred as well as the account information of your new custodian. This process could take up to a month, depending on how quickly you complete the paperwork. Also, when speaking with your current custodian, make it clear that you're rolling it over into a self-directed IRA (SDIRA).
3. Once your funds are in your new self-directed IRA account, you complete an investment directive form that informs your new IRA custodian about the investment you would like to make and instructs them on if they should disburse the funds via Wire or Check and, in some cases an ACH transfer. The investment will be titled in your IRA's name and not your own.
4. When you liquidate the investment you made with your IRA, the funds are sent from the title company handling the sale or refinance directly back to the IRA custodian. You never get to touch any of the funds for tax purposes, meaning they come from the IRA and go back to the IRA.

Summary

To summarize everything above, It's four simple steps to setting up your self-directed IRA and investing in an Alternative Investment like Real Estate. By investing with me using an SDIRA, you will receive passive income that goes back into your IRA, above-market returns, a hedge against inflation to better protect your retirement, and better economies of scale due to our investment strategy of purchasing Multifamily with 100+ units in Texas and the Southeast markets for cash flow purposes.

Click here to learn more about the benefits of investing in multi-family.

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