Disclaimers

Educational use only

Everything on this website — pages, articles, property listings, the downloadable guide, and answers to frequently asked questions — is provided for general educational and informational purposes only. It describes, in plain language, topics that some buyers encounter when considering real estate and self-directed IRAs.

Nothing on this website is a recommendation to open, move, roll over, or transfer any retirement account, to purchase any property, or to pursue any investment, tax, or legal strategy. Whether any of these topics applies to you depends on your individual circumstances, which this website cannot evaluate.

General disclaimer

Rennie Barton is a licensed Michigan real estate broker. Information provided on this website is for educational purposes only and is not investment, legal, tax, or financial advice. Investment decisions involving retirement accounts should be made with your IRA custodian and professional advisors. Rennie Barton and City2Shore Real Estate do not provide legal, tax, retirement-plan, securities, custodial, accounting, or investment advice. Self-directed IRA transactions involve complex rules, risks, expenses, prohibited-transaction restrictions, tax considerations, and custodian requirements. Not all retirement funds are eligible to transfer or roll over, and not all real estate investments or strategies are appropriate for every person or account. Consult your own qualified self-directed IRA custodian, CPA, attorney, financial professional, lender, insurance professional, and other advisors before taking action. No property or investment is approved, endorsed, or guaranteed by the IRS, Rennie Barton, or City2Shore Real Estate. Real estate values, rents, expenses, occupancy, tax treatment, financing, and investment results are not guaranteed.

No investment advice

Rennie Barton is a licensed Michigan real estate broker, not an investment advisor. Nothing on this website recommends any investment or compares investments. Every investment carries risk and should be evaluated with your own professional advisors. Real estate values, rents, expenses, occupancy, financing, and results are never guaranteed, and past performance does not predict future results.

Property listings on this website are presented as real estate information only. A listing appearing here does not mean the property is suitable, appropriate, or available for purchase by any retirement account. Availability for purchase through a self-directed IRA depends on the buyer's individual circumstances, IRA custodian requirements, financing structure, and applicable law.

No tax advice

Nothing on this website is tax advice. Tax treatment of retirement accounts and real estate transactions depends on your individual situation and can change with the law. Consult your CPA or tax professional before moving money, making offers, or taking any action described on this website.

No legal advice

Nothing on this website is legal advice, and reading it does not create any professional relationship. IRS rules regarding self-directed IRAs can be complex, and plain-language descriptions on this website are not statements or interpretations of the law. Your attorney and IRA custodian should confirm that any transaction complies with applicable rules before anything is signed.