Passive By Design Podcast – How to Use Your IRA to Invest in Real Estate
What if the money you need to start investing in multifamily real estate is already sitting in an old retirement account?
In this episode of Passive by Design, Victoria sits down with Larissa Greene from Advanta IRA to talk about one of the most overlooked strategies in passive investing: using self-directed retirement accounts to invest in real estate syndications.
Many investors assume their IRA or old 401(k) can only be invested in stocks and mutual funds. But for the right investor, self-directed accounts can open the door to passive real estate investing and diversification outside the traditional market.
In this conversation, we break down:
What a self-directed IRA actually is
Which retirement accounts can typically be used
How the rollover process works
Why self-directed IRAs pair well with passive multifamily investments
Common misconceptions and mistakes to avoid
What investors should know before getting started
For many people, this is one of those “wait… I can do that?” moments.
As always, we encourage listeners to consult with their own financial or tax professionals to determine whether this strategy is appropriate for their individual situation.