Topic Archive: Real Estate

Can Participants Invest Their 401(k) Accounts in Real Estate?

DWC | 10/16/18

Facts

I am the 100% owner of my company, and we have a 401(k) plan that allows all our employees to direct the investment of their own accounts from a menu of mutual fund options via our recordkeeper’s website.  The plan has been in place for a while.  Not only have total plan assets grown quite a bit, but I have personally accumulated a significant plan account for myself.  I am considering using a portion of my plan account to invest in real estate.  Most likely, I will purchase a rental condo.

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Donald Trump, Elves and 401(k) Plans – Part 1

Adam C. Pozek | 04/25/11

“Real estate doesn't interest me. It's no doubt a great flaw in my personality, but I can't think in terms of boundaries. Those imaginary lines are as unreal to me as elves and pixies.”  -- Kurt Vonnegut, Jr.

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