Processing Real Estate Transactions with a Self-Directed Account


In this segment, John Bowens walks through how to execute a real estate transaction with a self-directed IRA, self-directed Roth IRA, self-directed 401(k) or other small business plans, HSA or CESA.

John explains each of the following steps involved in a real estate transaction:
1. Open and Fund Your Self-Directed Account
2. Direct Your Investment
3. Manage Your Investment

Access our free guide to real estate investing with a self-directed account.

Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.

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