Podcasts about 401kcheckbook

From Bernard Reisz: QRP, SDIRA, UBIT, UBTI, UDFI, 1031, LLCs, entity structuring, financial products, tax strategy & planning, installment sales, financial advisory, estate planning, investing... all of these must be navigated expertly & integratively. The people that you talk to about financial tools & strategies all have something to sell you, making objective info hard to find. Get objective info from a guide that knows every neck of the woods and has nothing to sell you, delivering unbiased expertise. Be EMPOWERED with clarity, certitude, & control. Join the FREE member zone: https://members.resurefinancial.com/ My goal is to empower you to optimize your finances, using proactive and innovative strategies. 401kCheckbook.com: Gives investors direct control of tax-favored funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance. Delivered with the expertise & integrity, and accounting for the nuances of your personal tax profile and the tax rules applicable to tax-sheltered accounts. Implementation, compliance advisory, & tax strategy for Checkbook Control Retirement Accounts, including SDIRA, QRP-LLC, IRA-LLC, IRA-Trust, QRP, & Checkbook 401k plans - nationwide. Self-directed retirement accounts are not one-size-fits-all and have far more tax nuance than promoters want you to know. Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies. Please add any links you want me to share in the episode's description, including your social media. https://www.linkedin.com/in/bernard-reisz-cpa/ https://members.resurefinancial.com/ https://www.facebook.com/BernardReiszCPA/ https://www.401kcheckbook.com/ https://www.instagram.com/resurefinancial/ _____________________________________________ #RealEstatePodcast | #RealEstateAdvice Wanna know more about Barri Griffiths and the WWRE Podcast: https://linktr.ee/wrestlingwithrealestatepodcast The WWRE Podcast is available on all platforms

From Bernard Reisz: QRP, SDIRA, UBIT, UBTI, UDFI, 1031, LLCs, entity structuring, financial products, tax strategy & planning, installment sales, financial advisory, estate planning, investing... all of these must be navigated expertly & integratively. The people that you talk to about financial tools & strategies all have something to sell you, making objective info hard to find. Get objective info from a guide that knows every neck of the woods and has nothing to sell you, delivering unbiased expertise. Be EMPOWERED with clarity, certitude, & control. Join the FREE member zone: https://members.resurefinancial.com/ My goal is to empower you to optimize your finances, using proactive and innovative strategies. 401kCheckbook.com: Gives investors direct control of tax-favored funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance. Delivered with the expertise & integrity, and accounting for the nuances of your personal tax profile and the tax rules applicable to tax-sheltered accounts. Implementation, compliance advisory, & tax strategy for Checkbook Control Retirement Accounts, including SDIRA, QRP-LLC, IRA-LLC, IRA-Trust, QRP, & Checkbook 401k plans - nationwide. Self-directed retirement accounts are not one-size-fits-all and have far more tax nuance than promoters want you to know. Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies. Please add any links you want me to share in the episode's description, including your social media. https://www.linkedin.com/in/bernard-reisz-cpa/ https://members.resurefinancial.com/ https://www.facebook.com/BernardReiszCPA/ https://www.401kcheckbook.com/ https://www.instagram.com/resurefinancial/ _____________________________________________ #RealEstatePodcast | #RealEstateAdvice Wanna know more about Barri Griffiths and the WWRE Podcast: https://linktr.ee/wrestlingwithrealestatepodcast The WWRE Podcast is available on all platforms

Join Mike Cavaggioni and Bernard Reisz on the 43rd episode of the Average Joe Finances Podcast as they discuss providing unbiased and innovative strategies to optimize your finances. Bernard Reisz is a certified public accountant, financial advisor, and ReSure's founder. The company focuses on self-directed retirement accounts, giving investors the ability to put their money in assets they understand best. Today, Bernard shares his story of working towards his certification, turning down big companies, and starting a financial solutions firm himself. In this episode, you'll learn: ● How financial certifications can only do so much and how learning starts on the job. ● The value of going back to the basics when solving unique financial cases. ● What to know when optimizing your finances and the limitations of corporate procedures. ● Where to find guides with financial expertise when most companies only sell paperwork. ● How sharing and scaling your “expertise” can lead you and others to financial freedom. ● And much more! About Bernard Reisz: Bernard Reisz is a financial and tax expert who focuses on investing, due diligence, alternative assets, and entity structuring. He believes tax strategy and financial advisory needs guidance from an expert who knows every neck of the woods and has nothing to sell them, delivering unbiased information. Hence, Bernard aims to empower clients to optimize their finances using proactive and innovative strategies. Before founding ReSure, Bernard served as Director of CoMetrics Partners, managing various engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies. As a guest on numerous economic, tax, real estate, and legal forums, he delivered straight talks and unique insight on 401KCheckBook's Website. Find Bernard Reisz on: 401k CheckBook Website: https://www.401kcheckbook.com Agent Financial Website: https://www.agentfinancial.com LinkedIn: https://www.linkedin.com/in/bernard-reisz-cpa Facebook: https://www.facebook.com/profile.php?id=100018434525079 Check out Average Joe Finances: Our social media links are all on our Flow Page: https://flow.page/avgjoefinances

Get holistic financial & tax expertise with a focus on real estate, entity structuring, and self-directed retirement accounts. Implementation, compliance advisory, & tax strategy for Checkbook Control Retirement Accounts, including SDIRA, QRP-LLC, IRA-LLC, IRA-Trust, QRP, & Checkbook 401k plans - nationwide. Bernard Reisz empowers individuals to optimize their finances, using proactive and innovative strategies. He provides an integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities. Bernard is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance. He is also the founder of AgentFinancial.com, which provides tax, entity, and financial services to real estate professionals, including 1031 & 453 advisory services, for real estate agents, real estate investors, and mortgage brokers. Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies. (00:01-03:29) Opening Segment - Introduction of the host into the show - Alpesh introduces the guest of the show, Bernard Reisz - Bernard shares something interesting about himself (03:30-32:20) Real Estate Investing Journey and Planning For Biden Tax Changes - How and Why Bernard invested in real estate - What makes private real estate great? - Tax Mitigation Strategy - What does Bernard think will happen under Biden Tax Changes? - Is the opportunity zone will tamper? - Will the state tax tamper as well? - How can an investor navigate through the possible Biden tax changes? - Bernard's recommendations about possible Biden tax changes - Importance of Due Diligence and Diversification - The importance of tax diversification - Will migration from a blue state to a red-state might happen due to the Biden tax changes? - "Don't do anything rash just for tax benefit" - Exercise due diligence - "Tax tools are about investment" (32:21-32:39) Break (32:40-32:59) Second Segment - Welcoming listeners and guest back to the show (33:00-39:32) Fire Round - Will Bernard change the business strategy after Coronavirus? - Bernard's favorite real estate, finance, or other related books - Tool or website Bernard recommends - Bernard's advice to beginner investors - How does Bernard give back? - How can Wealth Matters Podcast listeners reach out to Bernard? (39:33-39:56) Closing Segment Reach out to Bernard by googling ReSure Financial Advisors LLC or visiting https://www.401kcheckbook.com/

Bernard Reisz is a CPA and a Principal at ReSure Financial Advisors LLC, where he provides financial consulting and tax advisory services. Bernard offers holistic finance and tax expertise, focusing on real estate, entity structuring, and self-directed retirement accounts. Bernard is also the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance. In this episode… What is the real cost of a financial advisor? The short answer is 1.5% per—but that is only half the truth. According to Bernard Reisz, paying a financial advisor a percentage of your portfolio will set you back in millions over the long run for little or no value add. So why pay so much when you can empower yourself to manage your portfolio and save millions in fees? Is it even possible for you to learn to manage your own financial or investment portfolio? On this episode of the Tax Resolution Ninja Show, Allan Rolnick interviews Bernard Reisz, the Principal at ReSure Financial Advisors LLC, to discuss the real cost of hiring a financial advisor and why he thinks it's a bad idea for you to hire one. Bernard also explains why it's important for everyone to know how the financial industry works, what you can do to take control of your investment portfolio, and how you can manage this successfully without leaking millions in fees. Stay tuned.

Our guest for today is Bernard Reisz, Founder and Chief Executive Officer of 401KCheckbook.com, which supports investors on investments through retirement accounts. Bernard covers a lot of areas in this real estate space, which we don’t usually talk about. He will demystify qualified retirement plans, share the secrets of different tax services, and give us tips to leverage all these in real estate investing. Let’s tune in now and learn more about financial and tax services in real estate! [00:01 - 09:14] Opening SegmentLet’s get to know Bernard Reisz His story about leaving Corporate AmericaThe different risk management and insurance designations[09:15 - 20:27] Maintain Your Retirement AccountsThe importance of knowing financial and tax servicesBernard explains What are “naked retirement accounts” for Bernard?Bernard tells us how to invest passively with our retirement accounts Keep your money on your retirement accountsWhat’s this specific scenario where it’s advisable to withdraw your money? [20:28 - 31:19] Unrelated Business Income TaxThe 3 common mistakes on Unrelated Business Income Tax (UBIT)Facts about Qualified Retirement Plans (QRPs) you should knowInsights about Unrelated Debt-Financed Income Tax (UDFI) you shouldn’t miss[31:20 - 48:16] Unrelated Business Taxable IncomeHow to leverage the net taxable income? Bernard shares his thoughts about Unrelated Business Taxable Income (UBTI)?How are QRPs and solo 401(k) related?Bernard talks about the services they offer [48:17 - 53:54] Closing SegmentConnect with Bernard - links belowFinal words from Bernard and meTweetable Quotes:“Real estate is tax-efficient whether you’re a passive [or] active investor.” - Bernard Reisz“The title itself and the designation and certification [don’t] mean that much. It’s more about what you are as a person.” - Bernard ReiszResources Mentioned:Yonah WeissMarques Ogden------------------------------------------------------------------------------------------Connect with Bernard on LinkedIn. Facebook, and Twitter. Visit his company online and on LinkedIn and FacebookGuest email: bernard@resurefinancial.comConnect with me:https://www.5tcre.com/FacebookLinkedInInstagramWatch 5T CRE on YouTubeLeave us a review and receive your free ebookEmail us --> abel@5tcre.comSupport the show (https://www.buymeacoffee.com/5Talents)

Bernard Reisz, is a CPA and is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance. He’s an expert on self-directed IRAs and how to compliantly use this vehicle to invest in real estate.He is also the founder of AgentFinancial.com, which provides tax, entity, and financial services to real estate professionals, including real estate agents, real estate investors, and mortgage brokers.Connect with Bernard:Email at: bernard@resurefinancial.com or success@resurefinancial.comGoogle: Bernard Reisz, ResureFinancial, or ReSure LLC401kCheckbook.comAgentFinancial.com

Bernard Reisz, founder of 401kCheckbook.com, explains the benefits of using self-directed accounts to invest in real estate. Bernard provides an integrated approach. He gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance.

Bernard empowers individuals to optimize their finances, using proactive and innovative strategies. He provides an integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities. Bernard is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance. He is also the founder of AgentFinancial.com, which provides tax, entity, and financial services to real estate professionals, including 1031 & 453 advisory services, for real estate agents, real estate investors, and mortgage brokers. Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies.

Join Oscar and German Buendia (The Millionaire Enlisted Podcast) and Bernard Reisz (ReSure LLC) as they tax about taxes, 401K’s, IRA’s, and QRP’s. Bernard is a CPA that’s got a passion for taxes, financial strategy, and helping people. Why do people put their money into stocks, bonds, and mutual funds instead of real estate? Bernard gives us the answer. He tells QRP’s and IRA’s apart, the nuances in between, and shatters false myths around them. By the end of the episode, you will put more importance on getting education and expertise and know where the blacks and whites are, along with the gray areas. Stay tuned to the podcast! ~ About Bernard Reisz: Integrated financial & tax expertise with a focus on real estate, entity structuring and self-directed retirement accounts. Implementation, compliance advisory, & tax strategy for Checkbook Control Retirement Accounts, including SDIRA, IRA-LLC, IRA-Trust, QRP, & Checkbook 401k plans. Bernard Reisz CPA, empowers individuals to optimize their finances, using proactive and innovative strategies. He provides an integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities. Bernard is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, Solo 401(k)s, and Checkbook Life Insurance. He is also the founder of AgentFinancial.com, which provides tax, entity, and financial services to real estate professionals, including real estate agents, real estate investors, and mortgage brokers. Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies. ~ You can find Bernard Reisz on... Website: https://www.401kcheckbook.com/ LinkedIn: https://www.linkedin.com/in/bernard-reisz-cpa --- Connect with Oscar and German! Website: http://themillionaireenlisted.com/ Instagram: https://www.instagram.com/themillionaireenlisted/ Twitter: https://twitter.com/Millionaire_Enl Facebook: https://www.facebook.com/themillionaireenlisted YouTube: https://www.youtube.com/channel/UCHQxZM5HVM3LqNgk7jLTCbw

Bernard Reisz CPA is the founder of 401KCheckBook.com which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using checkbook controlled IRAs, QRPs, Solo 401K(s) and Checkbook Life Insurance. He's also the founder of AgentFinancial.com which provides tax strategy, entity, and financial services to real estate professionals, including real estate agents, real estate investors and mortgage brokers. SHOW NOTES:[00:07:01] Bernard explains the different types of QRPs out there. [00:11:17] Bernard explains how to correct a mistake you make in a check book 401K.[00:12:40] Bernard explains about prohibited transactions[00:13:21] What are the differences between IRA and 401K? [00:15:02] Bernard explains the rules required to have a solo 401k.[00:21:51] You have to include someone in a 401K plan only when they work a minimum of 1000 hours per year for your business.[00:25:36] Traditional IRA, you can put in on an annual basis of $6,000. With QRPs, you can put in $56,000 a year[00:26:33] Bernard explains UBIT and UDFI.[00:30:49] Bernard explains how UDFI tax works.[00:43:33] Cannabis businesses qualify for QRPs.FOLLOW BERNARD REISZ:Websites: https://www.401kcheckbook.comLinkedIn: https://www.linkedin.com/in/bernard-reisz-cpa/Consult and Free Entity Formation Call: https://bit.ly/2Rw9N1vEmail: Bernard@ReSureFinancial.comJoin our free Facebook Group at www.EastWestVentures.com/AIMSListen, subscribe, rate and review: Apple: https://apple.co/2BdPdeJiHeartRadio: https://ihr.fm/2MPxyAuSticher: https://bit.ly/2pUgd0vListen Notes: https://bit.ly/2JtpZxiTuneIn: https://bit.ly/2NhRCe2Support this show http://supporter.acast.com/the-real-estate-lab. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Bernard Reisz is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, Solo 401(k)s, and Checkbook Life Insurance. He is also the founder of AgentFinancial.com, which provides tax and financial services to real estate professionals, including real estate agents and mortgage brokers. — To learn about our investment strategy and business plan If you’re interested in real estate investing, particularly passive real estate investing Dwaine Clarke has the resources you need to achieve financial freedom and wealth. If you are an accredited investor you can partner with Dwaine in a passive investment opportunity, receiving all the benefits of an active owner without being an active owner. http://passiveinvestorsclub.com/invest-with-us/ Thank you and I appreciate you watching this video. Please like, subscribe, and share with others that you may find this valuable. Your comments are useful and help us generate better quality content based on your feedback. — Subscribe to my channel here: https://www.youtube.com/channel/UCb66-jA-WR4-LlJqp8Sn2wg?sub_confirmation=1 — Dwaine Clarke is the Founder and Managing Partner of Jackson Clarke Capital Partners a real estate investment firm focused on the acquisition and re-positioning of Apartment properties in major metropolitan markets. http://jacksonclarkegroup.com In addition to Jackson Clarke Capital, Dwaine is also the Founder and President of GCT Net Lease an investment real estate services firm exclusively focusing on Single and Multi-Tenant Net Lease Properties. The firm provides a full range of brokerage and advisory services nationwide to High Net worth Investors, Developers, REITs and Institutional Investment Funds. http://buynnnproperties.com Dwaine is also the host of Wealth Through Real Estate Investing and Small Business, Big Ideas Podcasts. He is also the author of three best selling real estate investing books. https://www.amazon.com/Dwaine-L-Clarke/e/B005GLEUKO — Follow Me Online Here: Instagram: https://www.instagram.com/dwainelclarke/ Facebook: https://www.facebook.com/DwaineClarkeOfficial LinkedIn: https://www.linkedin.com/in/dwaineclarke/ Website: http://passiveinvestorsclub.com Twitter: http://twitter.com/dwaineclarke Medium: http://medium.com/@dwaineclarke SoundCloud: https://soundcloud.com/dwaineclarke Podcast: https://podcasts.apple.com/us/podcast/wealth-through-real-estate-investing/id1457606006 Spotify: https://open.spotify.com/show/7B2wIQyiMgrcEJoqBUJzRR Subscribe to my weekly Newsletter for upcoming investment opportunities, exclusive content and giveaways here: http://www.jacksonclarkegroup.com/investors/

Today you’re going to learn what the experts don’t tell you about Self Directed IRAs, Checkbook IRAs, UBIT and UDFI, and everything you need to know to get started with your self directed retirement account investing. Bernard Reisz, CPA, joins us and is bringing a TON of actionable knowledge to you.You can invest in real estate with your retirement account! This insider interview will teach you how to use these accounts to their fullest benefit.Quotes:“Custodians are incentivized not to tell you about checkbook control, just like the financial advisor at your local Community bank, doesn't want to tell you about self directed IRAs. self directed IRA custodians don't want to tell you about checkbook control.”“Real estate is relatively tax efficient, compared to other investments.”“The fact that IRAs are subject to UDFI doesn't qualify you for a QRP.”Get in touch:www.401kcheckbook.com  LinkedInOther Similar Episodes:Making Self Directed IRAs Work For You with Kaaren HallSelecting markets for Long Term Investing with Greg RandGuest Bio:Bernard Reisz CPA, empowers individuals to optimize their finances, using proactive and innovative strategies. He provides an integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities.Bernard is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, Solo 401(k)s, and Checkbook Life Insurance. He is also the founder of AgentFinancial.com, which provides tax, entity, and financial services to real estate professionals, including real estate agents, real estate investors, and mortgage brokers. Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies.

Bernard Reisz empowers individuals to optimize their finances, using proactive and innovative strategies. He provides an integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities. FREE DOWNLOAD - The Top 7 Key Market Drivers for Real Estate: http://www.sethferguson.org/free-report/ Connect with Bernard Reisz: http://www.401kCheckbook.com http://www.AgentFinancial.com Connect with Seth Ferguson: http://www.SethFerguson.org http://www.ALBACapitalGroup.com

Download This Awesome Podcast: http://bit.ly/2HoSevt   Bernard Reisz CPA, empowers individuals to optimize their finances, using proactive and innovative strategies. He provides an integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities. Bernard is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, Solo 401(k)s, and Checkbook Life Insurance. He is also the founder of AgentFinancial.com, which provides tax, entity, and financial services to real estate professionals, including real estate agents, real estate investors, and mortgage brokers. Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle market companies on advanced tax mitigation strategies. Some topics covered: -What is Bernard doing now? -Items of due diligence for beginners in real estate when preparing to build their business? -Use a house flipping example of when you should set up an LLC -How protected am I with the LLC set up? -Should I have am LLC for every asset I have or group some together? -Moving to Passive Investing and Syndication, is it safer to invest in an LLC or my personal name? -Bernard goes explains what a Charging Order Protection is -Other strategies when providing asset protection for larger syndications -Asset protection type that Bernard likes to suggest to his clients -How Bernard helps investors prepare themselves for investing in certain vehicles? -Bernard explains what a QRP is and compares it to Solo 401(k) -Best way to reach Bernard: 401kcheckbook.com or agentfinancial.com   We appreciate you for listening. If you like what you hear it would mean a lot if you can give us a 5 star rating and review on iTunes. https://goo.gl/N4pp6T Google Play - https://goo.gl/RHjVzX Podcast on YouTube: https://youtu.be/eqAdqnCUN_g Check out our Facebook page at Yarusi Holdings. https://www.facebook.com/YarusiHoldings/ REI Foundation Podcast: https://thereifoundation.libsyn.com/ Jason Yarusi: https://goo.gl/maps/gQxAKY2vRnJ2 Yarusi Holdings: https://goo.gl/maps/r6C864Cc8WM2 Real Estate Foundation Podcast: https://goo.gl/maps/TpM43UPhKHD2 For our YouTube Channel click here. https://goo.gl/SJiYh A full list of podcasts are available at https://www.yarusiholdings.com/podcast/ And if you have any questions feel free to reach us at info@yarusiholdings.com See acast.com/privacy for privacy and opt-out information.

Bernard is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRA’s, Solo 401(k)s, and Checkbook Life Insurance. He is also founder of Agent Financial.com, which provides tax and financial services to real estate professionals, including real estate agents and mortgage brokers.

Bernard is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRA’s, Solo 401(k)s, and Checkbook Life Insurance. He is also founder of Agent Financial.com, which provides tax and financial services to real estate professionals, including real estate agents and mortgage […]

IRA or Individual Retirement Arrangement is a way of saving your money for retirement in a tax-advantaged way. However, you can encounter a problem if you are not sufficiently knowledgeable about your IRA. Bernard Reisz of 401kCheckbook.com helps with this as he shares the many forms IRA takes, discussing how those can be used either […]

Bernard Reisz, a CPA with extensive experience in alternative investment and finance industries, is the founder of 401kCheckbook.com, a company that crafts retirement plans that enhance your current and future finances. Bernard shares how they empower individuals to optimize their finances using proactive and innovative strategies. He provides an integrated approach to tax and financial […]

On this show, we talked about checkbook control retirement accounts, how they work, the IRS guidelines, what you can invest in and what to watch out for with Bernard Reisz, CPA, CPCU and Principal of Resure Financial Advisors and 401KCheckbook.com  Listen to learn the process for using your retirement account to invest in real estate and alternatives! For the Difference Making Tip, scan ahead to 17:40. You can learn more about Bernard at 401KCheckBook.com, Twitter, Facebook and LinkedIn. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George at Contact@GeorgeGrombacher.com.

Being a real estate professional undoubtedly has its own perks. One of which, especially for those investors who are also high-income earners, is the huge tax benefit. Having the status as a real estate professional equips you with one of the most powerful tax tools which could potentially help bring someone’s tax bill from 35% down to 15% or even lower. Some of you may not even aware of this. That is why we will take a dive into this subject as we talk about huge tax benefits and how you could qualify for it with founder of 401KCheckbook.com Bernard Reisz, CPA, CPCU. Learn more about your ad choices. Visit megaphone.fm/adchoices