Hidden IRA Real Estate Strategy!

July 02, 2025•1 min read

R. Kenner French discusses the possibility of investing IRA money in real estate, highlighting the misconceptions held by financial advisors and the benefits of such investments. He explains the tax advantages of real estate investments and the importance of understanding the rules and custodians involved in these transactions.

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Kenner emphasizes the need for proper guidance and encourages listeners to explore their options for investing in real estate through their qualified plans.

Takeaways

• You can invest your IRA money in real estate.

• Many financial advisors are unaware of this option.

• Real estate investments can offer tax advantages.

• It's important to consult with a financial advisor or CPA.

• Investing in real estate can simplify asset management.

• Qualified plan money can be invested in real estate under certain circumstances.

• There are specific rules governing these investments.

• Custodians are necessary for holding IRA assets.

• Self-trustee options allow more control over investments.

• Feedback and suggestions are welcomed for future discussions.

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