Basics of Rental Property Investing in an IRA

  • Whether you have rental properties outside of your IRA or are discovering the strategy for the first time, find out how investors are receiving tax-free cash flow with buy-and-hold real estate in their retirement accounts.

Basics of Rental Property Investing in an IRA

    1. Real Estate IRA Crash Couse

    1. Real Estate Closing and Titling with a Self-Directed Account

    2. Rental Property Investing with Your Retirement Account

    3. Buying Real Estate with Debt-Financing in a Self-Directed IRA

    4. Leverage in your Self-Directed IRA/401(k)

    5. Analyzing Rental Property Investment - IRA vs. Non-IRA Funds

    1. Take 5: Partnering with Disqualified Persons

    2. Take 5: Processing Your First Real Estate Purchase

    3. Take 5: Depreciation in an IRA Rental Portfolio

    4. Take 5: How to Pay Expenses with your Self-Directed IRA/401(k)

    5. Take 5: Collecting Rents and Loan Payments

    6. Take 5: Property Insurance for your Self-Directed IRA

    7. Take 5: Updating the Value of your Alternative Assets in your Self-Directed IRA

    8. Bill Pay Tutorial

    1. Client Experience: Cynthia and Kevin's Roth IRAs Profit from 14 Properties

    1. Orientation Guide: Real Estate Investors

    1. Equity Trust Client Case Studies

About this course

  • $299.00
  • 18 lessons
  • 5.5 hours of video content
  • Step-by-Step Processes

    Demonstrations, tutorials, and case studies walk investors through the self- directed process from start to finish... plus everything in between.

  • Multi-Level Modules

    From beginner to advanced level self- directed investors, deepen your knowledge no matter where you are in your journey.

  • Industry-Leading Educator

    Equity Trust is recognized as a leading self-directed IRA educator. We’ve optimized our learning resources after interacting with tens, if not hundreds of thousands of investors.

What's Included?

Unlock no-fluff, essential resources including video modules from the Virtual Classroom, straightforward guides, and other valuable downloads. Topics include:

  • Steps to investing in rental properties in an IRA, including details on the closing process

  • Case studies of investors growing their wealth with rental properties in their IRAs and other tax-advantaged accounts

  • How to save time when managing a rental property

  • Partnering multiple IRAs to purchase a rental property

  • ... and more

Don’t take our word for it, take theirs.

“Excellent information by presenter in easy understandable way.”

Maurice S.

“Very informative... especially for a beginner. I appreciated the detailed case studies to further understand the process of property investing through various methods. Thank you”

Lori M.

“I have been an Equity Trust client for many years and it’s great to keep learning about new tools and various strategies to put deals together to build up my IRA funds. Thanks.”

Hannah H.

“Wonderful educational program to learn and a very good information to growth wealth.”

Pramoth A.

Discover the potential tax-saving, wealth-building benefits of investing in rental properties in your retirement account.

Meet Your Instructor

John Bowens

Director, Head of Education and Investor Success

John Bowens is one of the most sought-after and respected educators in the self-directed IRA industry, partly due to his unique ability to take a complex issue and break it down into simple-to-understand terms. As Equity Trust's Director, Head of Education and Investor Success, John draws from his over 15 years in the real estate industry and his experience as an active real estate investor. In his travels across the U.S. and virtually, he has trained 60,000+ investors during more than 300 workshops and classes, spreading the message about the power of building tax-free wealth and leaving a lasting legacy by investing in what you know best.

Bonus Material

Access to supplemental materials to help guide you through processes and the course.

  • Free Equity Trust Client Case Studies

    Access to key concepts and strategies employed by Equity Trust clients to maximize tax-free cash flow from rental properties.

  • Free Orientation Guide

    Your step-by-step guide to investing with your Equity Trust self-directed account. Everything you need to know to successfully complete your investment.