Roofstock has partnered with New Direction Trust Company to provide you with an integrated way to buy and hold properties from your Individual Retirement Account (IRA). You can open an account, transfer or rollover funds from an existing IRA or a 401(k) with a previous employer to a New Direction Trust Company without any tax penalty.
The rental income and profits from real estate held in your IRA are tax deferred, becoming part of your retirement savings. When you purchase a property, your self-directed IRA becomes the title holder. If don't have enough assets in your IRA for the full purchase price of a property, you can secure a non-recourse loan
to increase your buying power.
New Direction Trust Company handles the administrative and custodial role for your IRA, so that it can purchase real estate and keep the tax advantages of a retirement account. At Roofstock, we make investing in real estate easy, whether you use your non-retirement funds, your IRA funds, or both.