Description
Real estate in a retirement portfolio? Absolutely! Self-directed IRAs (SDIRAs) open doors for savvy investors to diversify into real estate, but they come with rules and risks. For advisors navigating this terrain, understanding the complexities of real estate within SDIRAs is essential. This course breaks down these investments' key benefits, challenges, and tax implications. Whether you're advising clients on unlocking real estate's potential or helping them steer clear of pitfalls, this session equips you with the knowledge you need.
From tax complications like UBTI and UDFI to understanding prohibited transactions, this course covers the full spectrum of real estate within SDIRAs. It's not just about learning the rules—it's about applying practical strategies to maximize client outcomes while avoiding costly penalties. Plus, we'll dive into the benefits of collaborative professional advice, showing you how financial advisors, CPAs, and attorneys can create seamless client experiences.
Key topics covered:
Key Benefits of SDIRAs
Navigating UBTI and UDFI
Identifying Risky Transactions
IRS Compliance Requirements
Using 1031 Exchanges
By the end of the course, you'll have actionable insights, real-world case studies, and valuable tools that will help you guide clients through the maze of real estate investments in SDIRAs. Get ready to take your advisory game to the next level!
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Learning Objectives
Explain the structure of SDIRAs for real estate investments.
Address UBTI and UDFI tax implications effectively.
Recognize and avoid prohibited transactions in SDIRAs.
Ensure adherence to IRS regulations to prevent penalties.
Implement 1031 exchanges for tax-deferral strategies.