Thursday, August 21, 2025

How One Investor Met Her RMD Without Selling Her IRA Property

Learn more about investing in a self-directed IRA with our Self-Directed IRA Rules Guide: https://www.trustetc.com/lp/self-directed-ira-rules/ What happens when it’s time to take a required minimum distribution (RMD), but your IRA holds real estate instead of cash? In this episode of Getting Real, John Bowens, Head of Education and Investor Success shares the story of an investor named Alice who used her self-directed IRA to hold a rental property and took a partial in-kind distribution to meet her RMD without selling the asset. Key topics: -How to take an RMD when your IRA holds non-liquid assets like real estate -What a partial in-kind distribution is and how it works -Rules around shared ownership between you and your IRA -How some investors use Roth IRAs to avoid RMDs Reimagine Your Retirement with Equity Trust: https://eqtytrst.co/homepage Connect with us on social media! ⭐ LinkedIn: https://eqtytrst.co/linkedin ⭐ Facebook: https://eqtytrst.co/facebook ⭐ Instagram: https://eqtytrst.co/instagram ⭐ Twitter/X: https://eqtytrst.co/twitter ⭐ TikTok: https://eqtytrst.co/tiktok ⭐ Reddit: https://eqtytrst.co/reddit