Important Facts

Important Facts to Remember when investing in Real Estate with IRA Funds

Title: When purchasing real estate for your IRA, it is imperative that it be properly titled. Specifically, it must read: "John Smith Self-Directed Real Estate IRA, LLC, Southern Financial Services, Custodian, FBO John Smith."

Funding: When purchasing an investment (or any portion of an investment) for your IRA, funds must come directly from your IRA.

Expenses/income: Any expense associated with your IRA investment must originate in your IRA account and any income must be remitted to your IRA account.

Signatures: Documents pertaining to your IRA investments must be signed by Southern Financial Services, serving as custodian on behalf of your IRA.