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Property Flipping in a Self-Directed Retirement Plan

Flipping properties is a popular and potentially profitable way to invest in real estate.

While a self-directed IRA or Solo 401(k) can participate in flip opportunities, there are several considerations related to IRS rules that need to be understood.  This type of investing must be approached strategically, and with a certain degree of caution.

In this series of articles, we’ll cover key topics specifically associated with flipping real estate in a self-directed retirement plan, including the need to keep all activities at arm’s length and the potential tax exposure that can come with any frequency of flipping transactions.   We’ll also share tips for executing flip transactions successfully and alternative ways that a self-directed plan can structure involvement into flips so as to eliminate UBTI tax exposure.