💰Turn Your Old 401k into Real Estate — Tax & Penalty Free

🏠 How to Turn Your 401k Into a Rental Property — Without Paying a Penalty

If you’ve left a previous job but still have money sitting in an old retirement account, there’s a little-known way to put that money to work today—by investing it directly into real estate.

This isn’t a loophole. It’s an IRS-approved structure used by thousands of investors who want more control over their retirement funds.

Here’s the short version:

✅ You can do this if your 401k is from a previous employer (some current plans allow it too). Other retirement account types can also be eligible.

✅ You’ll use an IRS-approved Self-Directed IRA (SDIRA) custodian.

✅ You must follow a few simple rules—no personal use or self-dealing—and you’re good to go. Imagine converting dormant retirement dollars into a property that generates real cash flow and long-term equity, all while staying fully compliant and penalty-free.

✅ You can even get a special loan if you need to supplement the funds you have in order to make an acquisition.

✅ No penalties, no taxes, just a great wealth building strategy.

For more details and to get the full setup plan, don't hesitate to reach out by scheduling a quick call with me or contact me here.

Phoenix Metro Update

Activity is up across the board year over year, including listings under contract, closed sales, and monthly median sales price. Good news is that inventory is also up and there is still room to negotiate some great deals. That window appears to be closing in hot markets like Scottsdale, and has already closed in ultra-competitive market segments.

To drill down on these metrics and discuss how they may inform your buy or sell strategy, schedule a quick call with me or contact me here.