Yes, you can use your inherited IRA to invest in real estate! We will be discussing Beneficiary IRAs and how you can use to invest in alternative assets. IRAs or old employer plans can be inherited, there have been some law changes that have happened recently with the SECURE Act and we want to make sure you are up to date!

Often, we get the question about how to contribute to a Roth IRA if you make “too much” money, per the IRS guidelines for Roth IRAs. We will also go into the details on what a backdoor conversion is and how you can actually still contribute to a Roth IRA even if you “make too much!”

What we covered:
○ What is an Inherited IRA?
○ Inherited IRA Withdrawal Rules

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**Videos may not be 100% up to date with IRS due dates. Please reach out at 866-377-3311 or accounts@mwira.com if you have a question regarding the CARES Act Updates

Federal Tax Filing: July 15, 2020 (at time of posting)
Start Tax Filing: Per State (at time of posting)

*DISCLAIMER: Mountain West IRA, Inc. does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.

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Are you looking for an alternative way to invest your inherited IRA? Investing in real estate can be a great option, as it can provide a steady income stream and potential tax benefits. In this article, we’ll discuss how you can use your inherited IRA to invest in real estate.

First, you’ll need to set up an inherited IRA. This is a special type of IRA that allows you to invest the assets of the deceased without incurring any taxes. You’ll need to contact a financial advisor or a qualified tax professional to help you set up an inherited IRA.

Once you have your inherited IRA set up, you can begin investing in real estate. You’ll need to research different real estate investments and determine which ones are best suited for your goals. You can purchase properties directly, invest in real estate investment trusts (REITs), or invest in real estate crowdfunding platforms. Each of these options has its own advantages and disadvantages, so it’s important to do your research before making any decisions.

When investing in real estate with your inherited IRA, you’ll need to be aware of the rules and regulations that govern these investments. For example, you’ll need to follow the rules regarding self-dealing, which prohibits you from using your inherited IRA funds to purchase property for your own benefit. Additionally, you’ll need to make sure that you’re following the rules regarding UBTI (Unrelated Business Taxable Income), which can be complex.

Finally, you’ll want to make sure that you’re diversifying your investments. This means investing in different types of real estate, such as residential, commercial, and industrial properties. Additionally, you’ll want to make sure that you’re investing in different locations, as this will help you to spread out your risk.

In conclusion, investing in real estate with your inherited IRA can be a great way to diversify your investments and potentially earn a steady income stream. However, it’s important to understand the rules and regulations that govern these investments, as well as the risks involved. With the right research and advice, you can use your inherited IRA to invest in real estate and potentially reap the rewards.