While investing in real estate through a self-directed IRA might sound appealing, it often means losing key tax benefits like depreciation and 1031 exchanges. Before moving forward, it’s important to understand the hidden costs, restrictions, and better alternatives available for real estate investors.
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This material is intended for general use. By providing this content Park Avenue Securities LLC, The Guardian Life Insurance Company of America, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Securities products and advisory offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Forge Financial and the Guyton Group are not affiliates or subsidiaries of PAS or Guardian.
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