For Real Estate Pros

Why Real Estate Professionals Need to Know about Self-Directed Real Estate IRAs

As a real estate professional, you know the value of purchasing property and what it means as an investment, whether for yourself or for your clients. But you might not know that you can incorporate real estate into your own retirement portfolio as part of a self-directed real estate retirement plan with real estate IRAs by Next Generation Trust Services.

Build Your Retirement Wealth with What You Know

With a self-directed IRA, you truly manage your own investments and control your retirement savings strategy with a variety of nontraditional investments unique to your particular areas of interest or knowledge, such as real estate. And with a self-directed real estate IRA, who knows the real estate market better than you?

Buying and selling real estate through a self-directed real estate IRA could be a powerful way to build retirement wealth for you or your clients. In addition to a real estate IRA, self-directed retirement accounts offer tax-deferred and tax-free investing in mortgages, notes, limited partnerships, commercial paper, precious metals and more. This broad selection of investment opportunities creates greater potential for investors—such as you or your real estate clients— to build a more secure future by developing a more diverse portfolio.  A real estate IRA can be a great part of that diversified portfolio.

Investments in a  Self-directed Real Estate IRAs or a 401(K) Might Include:

  • Commercial or residential properties – bought, owned and sold by the IRA which shelters your gains
  • Rental property – earn tax-free rental income
  • Rehabs or new construction
  • Foreclosures
  • Undeveloped land, farm land
  • Mobile homes
  • Lease options

Create Value for Your Clients, Earn More Commissions for Yourself with Real Estate IRAs

A self-directed real estate IRA that includes residential or commercial real estate purchases could make an excellent investment strategy for your own clients who understand the value of controlling their retirement plans themselves. As their realtor, you are their trusted adviser…someone who can explain the value of tax-sheltered real estate IRAs and investments through self-direction.

When clients realize they can tap into their IRA or 401(k) savings to purchase real estate within a self-directed real estate IRA, with all the tax advantages that come with it, you’ll be there to help them shop the market for property that will become part of their new retirement plan.

Even better, you can earn more in commissions when you act as the selling agent in these client transactions, which in turn can become part of your own growth strategy. It’s a win-win for everyone.

Advantages of Buying and Selling Real Estate within Your Self-Directed Real Estate IRAs


  • Invest in your area of expertise
  • Use existing capital from traditional IRA—not your disposable income
  • Avoid capital gains tax on sales
  • Earn tax-deferred rental income


  • Boost your value to clients
  • Potential for more real estate sales commissions
  • Higher probability of closing sales with clients who are investors
  • Build referral list with niche clientele

Self-directed Investing and Real Estate

Real estate maintains its value long term—in spite of short-term market fluctuations – because it’s finite. As a result, property becomes a valuable investment and when it comes to your retirement portfolio. When done right, it can really pack a punch.

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Open the Door to Real Estate Investments Within a Self-Directed Real Estate IRA

Next Generation Services provides free educational seminars to realtors, brokers, and their clients who want to learn more about self-directing their IRAs or 401(k) portfolios with real estate IRAs. If you are interested in taking a new approach to your retirement plan and invest in what you know best—or recommend property investments to your clients who might not know about this alternative–consider opening a truly self-directed retirement account! Or contact us today to arrange your free seminar or webinar today at (888) 857-8058 or Info@NextGenerationTrust.com.