Self-directed Checkbook IRA LLC Question Answered – How to purchase real estate with my IRA LLC?

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Self-directed Checkbook IRA LLC Question: You helped me set up a self-directed IRA with Forge Trust and I have successfully pulled money into the IRA LLC’s checking account. I even have a home under contract, but having some issues with the lender understanding how to process. Is it possible for the home to close under my name and I transfer the title to the IRA LLC? 


The rules require the following:

1. Offer in the name of the IRA LLC.

2. Escrow funding and the the purchase process have to flow from the IRA LLC bank account directly to the title company.

3. Title has to be taken in the name of the IRA LLC.

4. Income and expenses have to flow through the IRA LLC bank account.

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About George Blower

I have the privilege of educating our clients about our products and services so that they can make informed and confident decisions about their financial future. Prior to joining My Solo 401k Financial, I served as the general counsel for a subsidiary of a Fortune 500 financial services company. Learn more about George Blower and My Solo 401k Financial >>


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