Setting Up a Self-Directed IRA


A great way to invest in ADUs is by using a self-directed IRA.

As you may know, my last blog post focused on how the new ADU laws impact you and why it makes sense to invest in ADUs. Since then, I’ve gotten a lot of questions about how to do this. The answer is something quite a few companies offer: self-directed IRAs. Your opportunity zone fund, which is an LLC, will be owned by your self-directed IRA. You, therefore, become the manager of the LLC. So, you simply sell your stock into a self-directed IRA, which then becomes your opportunity zone fund. After 10 years, you can have multiple properties within your LLC, and any gains from the investments are completely tax-free.

If you’d like to know more about using self-directed IRAs, don’t hesitate to reach out to me. I’d be happy to help you.

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