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4 episodes with bernard reisz
2 episodes with bernard reisz
3 episodes with bernard reisz
2 episodes with bernard reisz
2 episodes with bernard reisz
2 episodes with bernard reisz
2 episodes with bernard reisz
2 episodes with bernard reisz
2 episodes with bernard reisz
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Brett McCollum interviews Bernard Reisz, a CPA specializing in tax strategies for real estate investors. They discuss the importance of knowledge and its application in the field of tax law, exploring the 'tax trifecta' which includes cost segregation, 1031 exchanges, and self-directed retirement accounts. Bernard shares his journey into the world of accounting and tax, emphasizing the need for investors to understand these strategies to maximize their returns and minimize tax liabilities. The conversation highlights practical advice for new investors and the importance of collaboration with tax professionals. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
When planning for retirement, people set financial goals and find the best ways to save and invest to achieve them. That's why we invited Bernard Reisz to share strategies for growing your wealth through retirement fund investments, along with IRA regulations you need to be aware of. Stay tuned for more valuable financial insights! Key takeaways to listen for: An overview of self-directed IRAs and the perks of checkbook control What is a solo 401(k) retirement plan? The value of tax efficiency when investing in real estate assets Ways to maximize cost segregation and 1031 exchanges How to find the right investments for your retirement Resources: The Book on Investing In Real Estate with No (and Low) Money Down by Brandon Turner | Kindle, Audiobook, and Paperback Charles Schwab Fidelity Investments Vanguard The Black Swan by Nassim Nicholas Taleb | Kindle, Audiobook, and Paperback Churchill by Andrew Roberts | Kindle, Audiobook, and Hardcover We offer a scheduling button for 1031 calls, as well as cost segregation consultations. Additionally, we provide a complimentary feasibility analysis to give individuals insights into the potential outcomes. Visit us at https://members.resurefinancial.com/ to learn more. About Bernard Reisz Bernard Reisz CPA is Chief Education Officer at ReSure Financial, curating https://members.resurefinancial.com/ to help real estate investors understand how real estate title and tax tools - 1031 Exchange, Cost Segregation, SDIRA/401k/QRP - can be used to turbocharge ROI and wealth growth. As a financial nerd who's guested on countless financial, tax, real estate, and legal forums, Bernard delivers straight talk and unique insight on nearly every aspect of real estate tax topics. Connect with Bernard Website: ReSure Financial LinkedIn: Bernard Reisz Facebook: Bernard Reisz X: @BernardReisz CONNECT WITH US Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today! Follow Our Social Media Pages Facebook: Great Venture Capital LinkedIn: Great Venture Capital Connect on LinkedIn: Justin Dixon Email: Justin@GreatVentureCapital.com
EPISODE SUMMARY: Discover a world where financial education reigns supreme and product sales take a back seat, as we are joined by Bernard Reisz, CPA and chief education officer at Resurer Financial. Promise yourself a future where you are not just another number in the system, but an empowered individual making informed financial decisions. Through our conversation with Bernard, we shatter the illusion of financial products masquerading as advice and shed light on the transformational power of real estate, an avenue often underexplored by Main Street America. Venture into the realm of retirement accounts with us as Bernard demystifies their true potential. Understand how your IRAs and 401ks can be your secret weapon in breaking into real estate, steering clear from the lottery-like mentality prevalent in the market. Get ready to uncover the latent power of self-directed retirement accounts and the role financial institutions play in creating restrictions, urging you to assert control over your financial future. Closing our enlightening chat with Bernard, we tackle the vital role of financial education and knowledge. Pledge to take control and ownership of your investments, while acknowledging the necessary due diligence. Explore the idea of giving back through one's vocation and access the plethora of resources offered by Resure Financial. Finally, Bernard reveals a unique personal fact, teaching us a lesson in humility and commitment. Tune in, say goodbye to financial confusion and embrace the path to financial empowerment today. BERNARD'S BIO: Bernard Reisz CPA is Chief Education Officer at ReSure Financial, curating https://members.resurefinancial.com/ to help real estate investors understand how real estate title and tax tools - 1031 Exchange, Cost Segregation, 401k/IRA - can be used to turbocharge ROI and wealth growth. ReSure Financial caters to the tax needs of real estate investors, delivering Cost Segregation, 1031 Exchange, and SDIRA & 401k services. ReSure takes an education first approach, so that investors maximize the benefits of real estate tax tools. As a financial nerd that's guested on countless financial, tax, real estate, and legal forums Bernard delivers straight-talk and unique insight on nearly every aspect of real estate tax topics, including life insurance, real estate professional tax status, asset protection, financial planning, business entity selection, S-Corp, C-Corp, partnerships, 1031 Exchange, 453 Installment Sales, UBIT, UBTI, UDFI and advanced tax mitigation strategies. GET IN TOUCH WITH BERNARD: https://www.resurefinancial.com/ https://members.resurefinancial.com/ EPISODE CHAPTERS: (0:00:01) - The Importance of Financial Education Financial products, guidance, incentives, disincentives, and education are discussed to understand how real estate can transform financial profiles. (0:12:30) - Financial Advisors and Self-Directed Retirement Accounts Retirement accounts can be used to leverage other people's money for real estate investments, emphasizing the importance of effort. (0:16:20) - Retirement Accounts and Self-Directed Investing We examine 401k plans, non-discrimination testing, safe harbor plans, and financial institution restrictions to help those unable to access their money. (0:33:31) - Education and Financial Knowledge Importance Access to education and knowledge is essential for informed financial decisions, taking control and ownership of investments, and understanding Bernard's mission. (0:38:37) - Importance of Giving Back in Vocation We discuss how to give back through vocation, access services at Reshore Financial, and a unique personal fact. (0:50:32) - Exploring the 'Why' Behind Success Retirement accounts, 401k plans, education, and knowledge are discussed for financial decision-making. If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/
★ Join Our Investor Club ★ https://forms.gle/AEpWgPg7krd8YzPU8Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let's start the conversation! Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone --About the guest:Bernard Reisz CPA is Chief Education Officer at ReSure Financial, a firm focusing on helping real estate investors understand how real estate title and tax tools - 1031 Exchange, Cost Segregation, 401k/IRA - can be used to turbocharge ROI and wealth growth. As a financial nerd that's guested on countless financial, tax, real estate, and legal forums Bernard delivers straight-talk and unique insight on nearly every aspect of real estate tax topics, including life insurance, real estate professional tax status, asset protection, financial planning, business entity selection, S-Corp, C-Corp, partnerships, 1031 Exchange, 453 Installment Sales, UBIT, UBTI, UDFI and advanced tax mitigation strategies. Connect with Bernard Reisz: ReSure Site: https://members.resurefinancial.com/ Episode Highlights:✔️ Understanding cost segregation and bonus depreciation✔️ Why it's important to understand land allocation in your tax strategy✔️ The double benefit of leverage in real estate: (1) leverage on the purchase price, and (2) leverage on the tax deduction✔️ Recapture mitigation strategies✔️ When it makes sense to do a cost segregation study
In this episode, Bernard Reisz and Tyler discuss the importance of resourcefulness, surrounding yourself with the right people, and seeking professional advice for making informed real estate investment decisions. They also talk about strategic tax planning and optimization in real estate, including examples of 1031 exchanges and cost segregation studies. ✅KEY POINTS ✅ ✅ Understand the true value of tax savings and how it elevates your life. ✅ The immense power of strategic tax strategy and optimization in real estate. ✅ Overlooked tax tools and recognizing there is no one perfect solution for everyone. ✅ The importance of people, connections, and finding hidden opportunities within investment. ✅ Recognizing your value and using it in a meaningful way. LINKS TO BOOKMARK Keep up with the Elevate Podcast: https://elevatepod.com/ Interested in investing with Tyler? Visit https://www.cfcapllc.com/ Ready to boost your web presence? Visit www.sharpwilkinson.com/ FIND BERNARD Twitter https://twitter.com/BernardReisz Facebook https://www.facebook.com/ReSureFinancial LinkedIn https://www.linkedin.com/in/bernard-reisz-cpa/ ReSure https://www.resurefinancial.com/ NAMES & BOOKS Nassim Taleb, “Incerto,” https://www.penguinrandomhouse.com/series/INO/incerto Leonard Mlodinow, “The Drunkard's Walk,” https://www.amazon.com/Drunkards-Walk-Randomness-Rules-Lives/dp/0307275175
If you could lose millions by doing it wrong, hire an expert. If you could save millions by doing it right, hire an expert.The implications are the same. Pay the expert when the stakes are high.Bernard Reisz and his company are masters at using retirement accounts in syndications, funds, and other investments. They are good at things you didn't even know existed, like a Reverse 1031 Exchange.His mission to you as an investor is to be EMPOWERED with clarity, certainty, & control.His team is not just selling paper and contracts but has the expertise and knowledge to ensure full compliance.(Episode re-released from last year!)Bernard's Profilelinkedin.com/in/bernard-reisz-cpaWebsitesmembers.resurefinancial.com/ (Company)resurefinancial.com/ (Company)bbb.org/us/ny/new-york/profile/tax-consultant/resure-llc-0121-170719 (BBB A+ Profile & Reviews)Emailbernard@resurefinancial.comTwitterBernardReiszLive free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.comYoutube Videos now up as well! Subscribe here:https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg
Listen to me and Bernard Reisz of Resure Financial as we dive into a variety of tax and real estate investing topics. We discuss retirement accounts, capital gains planning, grouping elections, material participation, 1031 exchanges, capital gains planning and real estate syndications. Lots of great topics to geek out about!A little about Bernard: Bernard Reisz, CPA founded ReSure to deliver real estate tax and financial tools based on professional expertise, going beyond execution of real estate tax tools to include expert and unbiased investor education.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.As a guest on numerous financial, tax, real estate, and legal forums Bernard delivers straight-talk and unique insight for real estate investors nationwide.For more, go to:https://www.resurefinancial.com/ or email bernard at: bernard@resurefinancial.com
We don't want real losses but it's great to get a tax loss that doesn't actually represent an economic loss. If anyone knows how to make the most of real estate tax strategies and benefits, it's Bernard Reisz. Bernard is the Chief Education Officer of ReSure Financial Services, which specializes on investor tax tools to accelerate and protect the growth of investors assets and wealth, and he helps ensure his clients are maximizing their real estate tax benefits. His approach to expert and unbiased investor education helps them deploy advanced tax strategies and self directed retirement accounts. As he shares with us, The real value of cost segregation and tax deductions through real estate investing is how this gets amplified and compounded; it creates a massive snowball effect. If you keep reinvesting your profits and buying asset, leverage cost segregation and tax deductions, it means more money for you to invest, and you can repeat the process. Over time it can help smart investors build their fortunes. Bernard also dives into how to amplify the impact of great investments through self directed retirement accounts. It's investing in an asset that is giving great risk adjusted returns and great diversification. There is a lot of noise online about self directed retirement accounts and he explains why it's critical to get the optimal account for your self and how getting the wrong one for your tax profile can create adverse tax repercussions that are hard to correct and getting the right one can have some incredible tax upside. Contact Bernard: Website: www.resurefinancial.com On their website you can schedule a Zoom to speak with somebody in the team, whether it's about starting a 1031 exchange, cost segregation or self directed retirement accounts, or more. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level and visit www.bluelake-capital.com. To connect with Jeannette & her team directly & find out how to invest alongside Blue Lake, email them at info@bluelake-capital.com or just complete our potential investor form at https://www.bluelake-capital.com/new-investor-form and they'll be in touch with you. If you'd like to be on our podcast or know someone who should, visit https://www.bluelake-capital.com/podcast and click the link to submit a guest. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bernard Reisz, CPA is a financial strategist and educator at ReSureFinancial.com who helps real estate investors elevate their ROI and wealth growth by leveraging real estate title and tax tools. He serves as the Chief Education Officer at ReSure Financial, where he curates a website to educate investors on topics like 1031 Exchange, Cost Segregation, and 401k/IRA. Bernard's expertise in financial, tax, real estate, and legal topics has made him a sought-after guest on numerous forums, where he shares his straight-talk and unique insights on various aspects of real estate tax matters. He is well-versed in advanced tax strategies such as UBIT, UBTI, UDFI, 453 Installment Sales, and more. Are you looking to create long-lasting wealth through real estate investment? Do you want to learn about the benefits of diversification and how to make cash-flowing deals? Then this episode is for you. Our experts discuss the importance of thoughtful and unbiased financial advice, and why diversification is key to maintaining your lifestyle. We cover various types of investments such as residential and multi-family properties, farmland, mineral oil and gas, and affordable Class C properties. Our speakers also emphasize the importance of real estate tax tools like 1031 exchange, cost segregation, and self-directed retirement accounts to help you maximize your returns. We also discuss the value of charitable giving and the optimal amount of taxation. Tune in to this episode to learn more about creating long-lasting wealth through strategic financial planning and education in real estate investment. [00:01 - 06:08] The Importance of Diversification and Tax Tools for Financial Success Diversification is crucial to achieving financial success Investments in various assets like oil and gas, farmland, and residential real estate can provide a safety net There is no one-size-fits-all approach to investing Thoughtful and unbiased advice is important [06:09 - 12:22] Real Estate Tax Tools and Financial Freedom People prioritize safety once they reach financial comfort Diversification is key to maintaining lifestyle and progressing Good tax advice is necessary for complex tax situations Legitimate deductions should be claimed without fear of the IRS [12:23 - 18:45] Insights on Tax Strategies and Private Charity There is no patriotic duty to arrange affairs to benefit the treasury Organizing transactions to create the lowest tax burden is crucial Private charity is more effective than government bureaucracy [18:46 - 20:04] Closing Segment An optimal tax amount exists, and additional taxation has decreasing benefits Listeners can visit resurefinancial.com and members.resurefinancial.com to learn more about Bernard and his work Tweetable Quotes: “A red flag is only something to fear, if you've got something to hide.” – Bernard Reisz “The first indication that you're dealing with people that are thoughtful and unbiased is when there is no one size fits all.” – Bernard Reisz You can connect with Bernard Reisz through his: Email: bernard@resurefinancial.com Social Media: LinkedIn LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me.
Bernard Reisz, CPA is a financial strategist and educator at ReSureFinancial.com who helps real estate investors elevate their ROI and wealth growth by leveraging real estate title and tax tools. He serves as the Chief Education Officer at ReSure Financial, where he curates a website to educate investors on topics like 1031 Exchange, Cost Segregation, and 401k/IRA. Bernard's expertise in financial, tax, real estate, and legal topics has made him a sought-after guest on numerous forums, where he shares his straight-talk and unique insights on various aspects of real estate tax matters. He is well-versed in advanced tax strategies such as UBIT, UBTI, UDFI, 453 Installment Sales, and more. Are you a real estate investor looking to optimize your taxes and maximize your deductions? In this episode, we bring together industry experts to explore the complex world of taxes and how they impact your real estate investments. From land allocation in cost segregation studies to understanding tax rates and state conformity to federal bonus depreciation, our speakers discuss key factors and share strategies like 1031 exchanges and cost segregation studies to mitigate taxes. They emphasize the need to work closely with CPAs and tax professionals to prepare for complex taxation issues, and even touch on retirement accounts and the impact of bonus depreciation. Whether you're a new investor just starting out or an experienced pro looking to hone your skills, tune in to this episode to stay up-to-date on best practices for optimizing your taxes. [00:01 - 07:55] The Importance of Cost Segregation Land allocation is a key factor in cost segregation studies Actual tax rates and state conformity to federal bonus depreciation affect the true benefit of cost segregation deductions Time value of money is crucial in real estate investing, and tax planning can help maximize returns [07:56 - 16:16] Maximizing Tax Deductions in Real Estate: Strategies and Risks to Consider Tax deductions can be used to offset gains in real estate investments Buying bigger assets creates even bigger deductions Not claiming allowable depreciation can lead to recapture in the future Adjusted tax basis is important in calculating true gain from a property sale [16:17 - 24:49] Understanding the Impact of Cost Segregation and Bonus Depreciation on Retirement Accounts Land does not depreciate, so only allocated amount remains Short-term gains taxed at ordinary income rates, long-term gains have varying rates Bonus depreciation may or may not benefit retirement accounts [24:50 - 29:09] Closing Segment Cost segregation is a no-brainer for syndicated deals Listeners can visit resurefinancial.com and members.resurefinancial.com to learn more about Bernard and his work Tweetable Quotes: “The cash flow comes into the retirement account.” – Bernard Reisz “Every investor is gonna be impacted by cost segregation differently based on our tax plan.” – Bernard Reisz You can connect with Bernard Reisz through his: Email: bernard@resurefinancial.com Social Media: LinkedIn LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me.
Bernard Reisz, CPA is a financial strategist and educator at ReSureFinancial.com who helps real estate investors elevate their ROI and wealth growth by leveraging real estate title and tax tools. He serves as the Chief Education Officer at ReSure Financial, where he curates a website to educate investors on topics like 1031 Exchange, Cost Segregation, and 401k/IRA. Bernard's expertise in financial, tax, real estate, and legal topics has made him a sought-after guest on numerous forums, where he shares his straight-talk and unique insights on various aspects of real estate tax matters. He is well-versed in advanced tax strategies such as UBIT, UBTI, UDFI, 453 Installment Sales, and more. Are you interested in real estate investing, but feeling overwhelmed by the various tools available? In this episode, we sit down with Bernard from Reshore Financial to learn about the importance of title and escrow in real estate transactions. From clearing title to settlement statements, Bernard emphasizes the need for expertise, communication, and responsiveness during the closing process. But that's not all - we also dive into the world of depreciation deductions and cost segregation studies, exploring how investors can take advantage of accelerated depreciation in year one. Whether you're a beginner or a seasoned pro, this podcast will give you valuable insights into the tools available for real estate investing success. Tune in now! [00:01 - 06:28] What are The Different Tools in Real Estate Investing Understand the different tools in real estate investing, such as cost segregation, 1031 exchanges, retirement accounts, and title and escrow Expertise and responsiveness are crucial in resolving title issues and closing deals on time [06:29 - 12:45] Understanding the Importance of Settlement Statements and Title Insurance in Real Estate Transactions Disbursements involve lender funds to escrow, dispersing funds to the seller, and buyer deposits going through the disburser Settlement statement is key for determining depreciation deductions for real property and tangible personal property [12:46 - 19:17] Maximizing Tax Benefits through Cost Segregation Study and Proper Allocation Analysis A clear settlement statement leads to a cost segregation study Bonus depreciation is 100% if property was purchased and placed in service in 2022 [19:18 - 26:42] Closing Segment Cost segregation study buckets items by their usable life for accelerated depreciation Listeners can visit resurefinancial.com and members.resurefinancial.com to learn more about Bernard and his work Tweetable Quotes: “Real estate provides awesome depreciation deductions.” – Bernard Reisz “So a key part of tax strategy and to be able to claim depreciation deductions if you wanna get them for the current year, is make sure that it's at least available to rent.” – Bernard Reisz You can connect with Bernard Reisz through his: Email: bernard@resurefinancial.com Social Media: LinkedIn LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me.
Listen in as Bernard Reisz delivers excellent tax advice and simplified strategies to help you self-direct your finances in today's episode. So tighten up because this show will teach practical techniques for taking charge of your future.WHAT YOU'LL LEARN FROM THIS EPISODE Pros and cons of 1031 exchangeHow to execute a successful 1031 exchangeReSure Financial's clients and servicesWhy you need a good financial advisorAdvice for retaining an ownership mentalityRESOURCES/LINKS MENTIONEDTopics | ReSure Financial: RE Financial Tools https://members.resurefinancial.com/topicsMultifamily Investors Who Dominate by Beau Beery | Hardcover https://amzn.to/3CiKXei and Kindle https://amzn.to/3BZJWqdABOUT BERNARD REISZ Bernard is the founder and Chief Education Officer for Real Estate Centric Financial Services at ReSure Financial. He is a CPA with extensive experience in the alternative investment and finance industries. Through ReSure Financial, he empowers investors to optimize their finances and invest through the strategic use of tax, legal, & financial tools.CONNECT WITH BERNARDWebsite: ReSure Financial https://www.resurefinancial.com/ Website: ReSure Financial Tools https://members.resurefinancial.com/CONNECT WITH USTo book an exclusive FREE consulting session with Tate or to view his current investment offerings, please go to www.investwithgreenlight.com.Want a list of top-rated real estate conferences, virtual meetups, and mastermind groups? Send Tate an email at tate@glequitygroup.com to learn more about real estate using a relational approach.Special Announcement! Tate's brand-new audiobook “F.I.R.E.-Financial Independence Retire Early Through Apartment Investing” is downloadable! Go to: Green Light Equity Group: http://www.investwithgreenlight.com/.Do you have difficulty underwriting deals? Never worry about getting your numbers wrong with Real Estate Lab, a cloud-based platform for investors. Sign up at https://www.realestatelab.com/ using the promo code TAG2 to get 10% off your first 12 months. Automate your acquisitions and underwriting like a boss now!
Bernard Reisz from ReSure Real Estate Financial & Tax Solutions joins the show to discuss alternative business and investment strategies to help amplify life and maximize wealth. As the chief educational officer, he will talk about tax planning strategy holistically, not just letting one little strategy drive the deals you're doing. Bernard discusses how tax planning strategies are a network of interconnected concepts that impact every investor differently, and how getting lost in the weeds can prevent you from seeing different personalities and enjoying what you love. However, he stresses that everything is driven by financial outcomes, and if someone wants to make objective financial decisions without the pressure of the tax system, they should look at long-term returns, not just short-term tax savings. If you want to be educated on all the different tax strategies available to you, then this episode is for you! [00:01 - 04:27] Opening Segment Welcoming Bernard to the show Tax strategies for alternative businesses It's more like a matrix than a rabbit hole [04:28 - 21:06] Honing On Tax Strategies Viewing strategies holistically Everything is driven by financial outcomes Saving taxes is more on the returns Taking the power of leverage into a 10-31 exchange 10-31 exchange is not a tax strategy - it's a real estate financing tool Understanding the high-level particulars of a situation Looking at the bigger picture and seeing how they come together [21:07 - 29:43] Closing Segment Get to know more about Bernard with the Quattro Trio! See the links below to connect with Bernard Final words Quotes: “Cause everybody is different. Everybody has got their profiles, their own goals…that's what it is about. It's about networking it, rather than viewing it as distinct silos.” - Bernard Reisz “Take the broad picture. See the trees, see the forest, and then see how they come together. It's not siloed, and everything is unique.” - Bernard Reisz Connect with Bernard through LinkedIn and Facebook, or visit www.resurefinancial.com. Get more resources on tax strategies by visiting members.resurefinancial.com. LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.
The Investor Relations Real Estate Podcast Episode 41 - When You Invest - The True Power Is The Compounding Host: Jonny Cattani Guest: Bernard Reisz Producer: April MunsonJonny Cattani is joined by Bernard Reisz to discuss: Real estate tax tools: SDIRA, QRP, 401k, 1031 Exchange, Cost SegregationUnderstanding where your money is really going Defining terminology Lead Strategist & Educator @ ReSure Financial, Delivering Investor Tax Tools and Transforming Financial ParadigmsBernard is CEO - Chief Education Officer - @ resurefinancial.com/& @ members.resurefinancial.com/ delivering self-directed investor tax and financial tools for alternative investing using Checkbook Control IRAs, QRPs, Solo 401(k)s, and 1031 Exchange services. ReSure also provides objective advisory services for 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.Linked material referenced during the show: Book: Antifragile: Things That Gain From Disorder - Nassim Nicholas Talebhttps://www.amazon.com/Antifragile-Nassim-Nicholas-Taleb-audiobook/dp/B00A2ZIZYQ/ref=sr_1_1?crid=OFA63A1BGXO7&keywords=Saint+Nicholas+taleb+series&qid=1653339014&sprefix=saint+nicholas+taleb+series%2Caps%2C87&sr=8-1Connect with Bernard!As a guest on numerous financial, tax, real estate, and legal forums Bernard delivers straight-talk and unique insight. Many of these are accessible at: https://www.resurefinancial.com/checkbook-control-retirement-learning-center/self-directed-financial-podcasts/Website: https://members.resurefinancial.com/ Website: https://www.resurefinancial.com/ LinkedIn: https://www.linkedin.com/in/bernard-reisz-cpa/Connect with Jonny!Cattani Capital Group: https://cattanicapitalgroup.com/Invest with us: invest@cattanicapitalgroup.comLinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/Johnny's Instagram: https://www.instagram.com/jonnycattani/IRR Podcast Instagram: https://www.instagram.com/theirrpodcast/TikTok:https://www.tiktok.com/@jonnycattani?lang=enYouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0AFacebook: https://www.facebook.com/jonathan.cattani.1
Bernard Reisz (CPA) takes us on a journey on how to leverage your 401k or IRA utilizing a little known IRS area called ROBS (Rollover as Business Start-up.)This can get complicated so listen and don't try this without a proper financial expert that understands the complexity of this financial tool.Bernard is a Principal at ReSure Financial.Prior to founding ReSure Financial, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence.https://www.resurefinancial.comhttps://members.resurefinancial.com/events/retirement-account-rollovers-strategies-fails?instance_index=20210705T200000Zhttps://www.irs.gov/retirement-plans/rollovers-as-business-start-ups-compliance-projecthttps://fitsmallbusiness.com/rollover-business-startups-robs/#401kToStartABusiness #FinancialDads #ReSureFinancial #ROBS #StartAFranchise #IRSROBS #SelfDirected401k #SelfDirectedRetirement
Bernard Reisz is our in-house wiz at using retirement accounts in syndications, funds, and other investments. His mission to you as an investor is to be EMPOWERED with clarity, certitude, & control.His team is not just selling paper and contracts, but have the expertise and knowledge to ensure full complianceEmailbernard@resurefinancial.comHe has a fantastic educational platform as well, see connection inks below.members.resurefinancial.com/ (Company Website)resurefinancial.com/ (Company Website)bbb.org/us/ny/new-york/profile/tax-consultant/resure-llc-0121-170719 (BBB A+ Profile & Reviews)From his Linked Profile:Are You a Real Estate Investor? Be EMPOWERED with clarity, certitude, & control. Join the ReSure Financial Investor Education Space for Next Level tax, legal & financial education: https://members.resurefinancial.com/For podcast episodes: https://www.resurefinancial.com/checkbook-control-retirement-learning-center/self-directed-financial-podcasts/My goal is to empower you to optimize your finances and investing through the strategic use of tax, legal, & financial tools.https://www.resurefinancial.com/self-directed-retirement-services/: Get direct control of tax-favored funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)shttps://www.resurefinancial.com/resure-1031-exchange-services/: Streamlined 1031 Qualified Intermediary Services, using smart tech & delivering expert personal assistanceAgentFinancial.com: Tax, entity, and financial services for real estate professionals, including 1031 & 453 advisory services, for real estate agents, real estate investors, and mortgage brokers. An integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities.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.As a guest on numerous financial, tax, real estate, and legal forums I deliver straight-talk and unique insight. Many of these are accessible at: https://www.resurefinancial.com/checkbook-control-retirement-learning-center/self-directed-financial-podcasts/Want to connect? https://members.resurefinancial.com/
Bernard Reisz, CPA , a financial pro that has seen it all and knows that you can - and must - be the director of your financial future. Bernard's goal is to EMPOWER you with unbiased info so that you can make informed decisions about all aspects of your money management - tax, legal, financial, investment, cash flow. Bernard is the founder of ReSure Financial, delivering tax and financial tools for real estate. ReSure Financial provides services for self-directed retirement accounts, 1031 Exchange, Entities, and Investor tax & Financial Education. 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. This episode talks about: Examples of Alternative Investments What is Rollovers for Business Startups (ROBS) 401(k)? How can you use ROBS to fund your own business? The steps of how ROBS 401k works Examples of prohibited transactions using this strategy What are ROBS requirements for a qualified employer plan? The downsides of choosing ROBS for your business funding. Methods of mitigating the risks of ROBS. How to structure your company to avoid double taxation using ROTH 401(k) strategy? The importance of working with an unbiased tax professional To connect with Bernard Reisz, please visit:
Bernard is an expert in integrating and executing investor tax products with a focus on self-directed retirement accounts (QRP, SDIRA, Solo 401k, IRA-LLC, IRA-Trust, etc.) and 1031 exchange. Bernard helps investors get it right the first time for optimal tax results, while avoiding concealed pitfalls.
Wondering how the pros minimize your tax burden? Listen in to this episode to learn from a PRO in the tax business. Bernard is the founder of ReSure, a firm specializing in leveraging a number of tax advantaged vehicles for investing including SDIRAs, IRAa, and other means. 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.We cover the following:Matching your investment strategy to your "profile"Considerations of time horizons when investingLiquidity and it's role Debunking common myths of "checkbox control" Download the full episode here: https://www.buzzsprout.com/1650301/8925987-episode-31-crafting-a-tax-strategy-with-bernard-reisz.mp3?download=trueGet in touch with Bernard:401kcheckbook.comLearn more about real estate investing: www.investwithredline.com#podcast #multifamily #assetmanagement #podcasting #podcastlife #financialfreedom #investing #cashflow #redlineequity #crushingit #crushingcashflow #gains #finance #buildingwealth #taxstrategy
Bernard Reisz, Lead Strategist & Educator at ReSure Financial discusses Talmudic phrases and how they apply to the financial services industry and real estate investing. Bernard also discusses the ins and out of self directed IRAs and qualified retirement accounts. Dan tries to get Bernard to dance but it doesn't end so well.
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 JD and Melissa with their guest, Bernard Reisz, on the show today as they talk about 1031 exchanges. How do you find someone to help you with a 1031 exchange? What is a 1031 exchange in the first place? Stay tuned! Here's what to expect on the podcast: The dangers of people representing themselves as “experts” are only looking to sell some sort of a tax product. A 1031 exchange explained through horses and swapping horses in the 1920's. What is a Qualified Intermediary? Real estate and 1031 exchanges – how can you take advantage of it? And much more! About ReSure Financial: ReSure Investor Accounts empower you to create wealth using self-directed Checkbook 401k, QRP, HSA & SDIRA. Invest strategically & compliantly in real estate, crypto, private loans, mortgages, gold & silver or any other asset - TAX FREE! Connect with Bernard! Website: https://www.401kcheckbook.com/ Facebook: https://www.facebook.com/ReSureFinancial/ Email: success@resurefinancial.com LinkedIn: https://www.linkedin.com/in/bernard-reisz-cpa/ Connect with JD, Annabel, and Melissa! Website: https://therealestatejam.com/ Facebook: https://www.facebook.com/therealestatejam/ Instagram: https://www.instagram.com/therealestatejam/ YouTube: https://www.youtube.com/channel/UCa_CWAV1OvH81yp6fITB4lg Shorefront Investments: https://shorefront-investments.com/ Email: therealestatejam@gmail.com
Ask Me How I Know: Multifamily Investor Stories of Struggle to Success
Taxes, not everyone's favorite subject, but what would you do to make sure you are doing your taxes correctly? How about getting support in making better choices? Then there is the Qualified Retirement Plan QRP. Bernard Reisz is the man to go to. He doesn't hold back in expanding the financial world and helping everyone understand in a powerful way. Including a little carrot of information about how to view taxes as an investment. Gain a better understanding of the strategies with taxes in this informative episode.There's an alternative set of rules? What is the other side? How much does a person need to educate themselves to be successful?Why having an investment thought process is such an important key when dealing with taxes?Everyone is selling something, but are they working for you? Taxes, not everyone's favorite subject, however, it is important to get the most value with our earned money. To connect or find out more on Bernard follow these linkshttps://www.linkedin.com/in/bernard-reisz-cpa/https://www.401kcheckbook.com/To find out more about partnering or investing in a multifamily deal schedule a call here https://calendly.com/threekeysinvestments/get-acquainted-callDownload a free e-book on Why Invest in Multifamily at ThreeKeysInvestments.comPlease RSS: Review, Subscribe, Share!Support the show (and my reading addiction)! https://www.buymeacoffee.com/AskMeHowIKnow
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
Welcome to the Next Level American Dream Podcast. We have a wonderful guest for you today, but first please make sure you have subscribed, if you haven't already. We also love getting your feedback through likes, comments, ratings, and reviews. Today, Sean speaks with Bernard Reisz. Bernard is the Lead Strategist at ReSure Financial. His expertise is guiding people through Real Estate taxes, legal strategies, and finances. During the episode, Sean and Bernard touch on the use of Self-Directed IRAs in real estate. If you found any value from today's episode, then please share it with a friend and help us grow. For more information on our sponsor, visit: thomsonmultifamilygroup.com to start taking your American Dream to the next level through passive investing! How to Contact Bernard: https://www.401kcheckbook.com/ https://www.agentfinancial.com/ https://www.linkedin.com/in/bernard-reisz-cpa/ https://www.facebook.com/profile.php?id=100018434525079 https://www.instagram.com/resurefinancial/
Bernard Reisz is founder of ReSure Financial which provides his clients with a full suite of tax and financial services including entity structuring, financial products, tax strategy & planning and financial and investment advisory. We talk about how to take advantage of the "real estate professional" designation in the tax code if you qualify, the best way to put your retirement accounts to work to purchase commercial real estate, and what changes we could potentially see as the new administration has put a "target" on the real estate industry as a whole. Books: Anti-Fragile by Nassim Nicholas Taleb https://amzn.to/3rPm41X
Join Daniel Nickles and Chris Thompson with their guest Bernard Reisz of ReSure Financial LLC as they talk about the misinformation on self-directed retirement accounts and the difference between traditional markets and retirement plan markets. In this episode, Bernard dispels the bad advice that people usually get from those who present themselves as advisors. For Bernard, products with unidentified cons are not worth the risk; he believes these concealed aspects of a product eventually come as an unfavorable surprise in an investment. In this episode you will learn: In the financial space, what you get is what you don't see. Tax-sheltered entities and UDFIs. What to know for those who lean towards self-directed retirement plans. The misinformation that investors should be aware of. ReSure – empowerment and education, not just selling. About Bernard Reisz: Bernard Reisz, a CPA with extensive experience in the alternative investment and finance industries, founded ReSure LLC and ReSure Financial Advisors LLC. With a background in financial and tax analysis for both institutional and personal investors, ReSure is positioned to serve all self-directed retirement account needs. Connect with Bernard Reisz on: Website: https://www.401kcheckbook.com/ LinkedIn: https://www.linkedin.com/in/bernard-reisz-cpa/ https://www.linkedin.com/company/resurefinancial/about/ Facebook: https://www.facebook.com/profile.php?id=100018434525079 https://www.facebook.com/ReSureFinancial/ Connect with Two Smart Assets on: Website: https://twosmartassets.com/ Facebook: https://www.facebook.com/TwoSmartAssets/ Instagram: https://www.instagram.com/twosmartassets/ YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw ✅Check out our free apartment syndication sample deal: https://twosmartassets.com/sample-deal-form
Bernard Reisz empowers investors to own their finances and break the cycle of dependency on the self-serving financial industry. 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 401k's, and checkbook life insurance.He is also the Founder of AgentFinancial.com which provides tax, equity, and financial services to real estate professionals, including 1031 and 453 advisory services for real estate agents, real estate investors, and mortgage brokers. [00:01 – 02:22] Opening SegmentLet's get to know Bernard ReiszBernard talks to us about his backgroundGiving objective information to customers[02:23 – 24:26] Breaking the Cycle of Dependency on the self-serving financial industryRemoving the conflicts of interest to avoid being exploited by the systemWhat they do for their clients/customersWhat makes a good custodianTypes of investments that don't need custodiansSelf-managing 401k and QRP with no outside assistanceSelf-directed checkbook IRARoles of a custodian in IRAs[24:27 – 28:06] Closing SegmentBernard's advice to people getting into the financial industryOwn it. Delegate intelligently and strategically.How Bernard stays on top of his gameHis way to make the world a better placeHow to reach out to Bernard – links belowFinal wordsTweetable Quotes:“The financial industry is fragmented. So it's dominated by folks that have a one-dimensional focus.” - Bernard Reisz “You've got to own it. Delegate intelligently and strategically to find your truth.” - Bernard Reisz“There's no substitute for going straight to the source.” - Bernard Reisz“Once you're out there, you get to network a lot, meet a lot of people and make valuable connections.” - Bernard ReiszResources Mentioned: 401k CheckbookAgent Financial------------------------------------------------------------------------------------------Connect with Bernard on LinkedIn, and check out https://www.401kcheckbook.com/ Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Bernard Reisz empowers investors to own their finances and break the cycle of dependency on the self-serving financial industry. 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 401k's, and checkbook life insurance.He is also the Founder of AgentFinancial.com which provides tax, equity, and financial services to real estate professionals, including 1031 and 453 advisory services for real estate agents, real estate investors, and mortgage brokers. [00:01 – 02:22] Opening SegmentLet's get to know Bernard ReiszBernard talks to us about his backgroundGiving objective information to customers[02:23 – 24:26] Breaking the Cycle of Dependency on the self-serving financial industryRemoving the conflicts of interest to avoid being exploited by the systemWhat they do for their clients/customersWhat makes a good custodianTypes of investments that don't need custodiansSelf-managing 401k and QRP with no outside assistanceSelf-directed checkbook IRARoles of a custodian in IRAs[24:27 – 28:06] Closing SegmentBernard's advice to people getting into the financial industryOwn it. Delegate intelligently and strategically.How Bernard stays on top of his gameHis way to make the world a better placeHow to reach out to Bernard – links belowFinal wordsTweetable Quotes:“The financial industry is fragmented. So it's dominated by folks that have a one-dimensional focus.” - Bernard Reisz “You've got to own it. Delegate intelligently and strategically to find your truth.” - Bernard Reisz“There's no substitute for going straight to the source.” - Bernard Reisz“Once you're out there, you get to network a lot, meet a lot of people and make valuable connections.” - Bernard ReiszResources Mentioned: 401k CheckbookAgent Financial------------------------------------------------------------------------------------------Connect with Bernard on LinkedIn, and check out https://www.401kcheckbook.com/ Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
565 - Thoughtful Financial Advisors with ReSure's Bernard Reisz
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.
5 Talents Podcast - Commercial Real Estate, REI, Financial Freedom
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)
Have you been looking for ways to grow your retirement savings long term and to enjoy potential tax benefits? Look no further! Investing in an IRA will either benefit you from tax-deferred income until you take withdrawals or your investment gains accumulate tax-free and you can also withdraw it tax-free! Tune in to this episode to learn and earn tons of nuggets and mindset shifts from Bernard Reisz, a CPA and the founder of ReSure LLC with vast experience in the alternative investment and finance industries including self-directed retirement account needs. He is full of wisdom when it comes to the tax code and facets of real estate. This might be quite a lengthy episode but you'll surely be blown away with heaps of knowledge about retirement accounts most especially how self-directed IRA works in achieving tax-free wealth! We discuss topics like: Two Groups of Retirement Accounts and its differences: IRAs (Individual Retirement Arrangement) What is IRA (Individual Retirement Account)? How many clients does Bernard get who are quite clueless to the idea of retirement account investing? How to invest in an IRA? What do you do if you don't have an IRA? Types of IRA What is a self-directed IRA and how does it work? QRPs (Qualified Retirement Plans) Pros and Cons of using retirement accounts in real estate Should you invest in 401K as well? What does the tax code say about investing? What do the TPAs do (Third Party Administrators)? ROTH account vs. the Traditional IRA Asymmetric Risk Reward Profile Investing in Syndication Which is more important: The Deal or The Sponsor? How do you vet a good Sponsor? How can you use cost segregation in retirement plans? PPP loans and UBIT Sales and Leaseback transactions Core questions: What is your favorite book? Where are you headed in the future? What is the oddest job you ever had to earn a book? What piece of advice would you give to our listeners who want to succeed in real estate? Resources: Leonard Modinow - The Drunkard's Walk (book) https://www.401kcheckbook.com https://www.agentfinancial.com https://www.resurefinancial.com Listen all the way to the end of this one because we've got some pretty exciting news for 2021 for the future of Ferrari Capital! More to come! For more information about Ferrari Capital, visit us on our website @ https://www.ferraricapital.com
On this episode of Wolfe Bites, we are joined by Bernard Reisz of Agent Financial. Bernard is a Finance Consulting offering services in QRP, SDIRA, 1031, LLCs and tax planning. Join us as we discuss tax implications that may result from the recent 2020 election. Hosted by Barry Wolfe of Marcus and Millichap. Our Guest this week: Bernard Reisz CPA of Agent Financial. LinkedIn: @bernard-reisz-cpa
Bernard Reisz is an accountant and financial advisor who believes that the best way to set up your own finances includes three principles: responsibility, recognition, and empowerment. If you're able to take responsibility for your choices, recognize your financial journey, and take control rather than becoming dependent on an advisor who may not have your best interests at heart, you will find success. No one will be as interested in your personal finances as you are and no one can really do that job for you. Too many people don't want to assess their own risk to reward ratio or can't make informed decisions because they don't know what they're buying into. If most financial professionals want to foster dependency—because it helps them get rich off you—wouldn't you be better off if you took charge of your own financial choices?Bernard believes there are no silver bullets in finances and life. The key is to analyze where you are in life and what your goals are and to use that knowledge to make an informed decision; there is no one right way. That way, you'll never be tricked into purchasing something you don't need. Together, Bernard and Steve discuss:Life Insurance and captive insurance and when to sign up for these and how to assess their risksStructuring yourself and your business up optimally for taxesThe tax code and how it's always changing—sometimes regardless of the administration in office Personal stories Bernard has of people being sold golden toilets for the benefit of the salespeople You can learn more about Bernard here:https://www.linkedin.com/in/bernard-reisz-cpa/ Read the books mentioned in this podcast:The Golden Toilet by Steve BrownEnroll in the QuickStart Academy today to learn how to develop and implement a proven growth strategy that grows your ROI, your business, and your confidence. Learn more HERE.Thinking of starting your own podcast? Buzzsprout's secure and reliable posting allows you to publish podcasts online. Buzzsprout also includes full iTunes support, HTML5 players, show statistics, and WordPress plugins. Get started using this link to receive a $20 Amazon gift card and to help support our show!Support the show (https://cash.app/$stevemfbrown)
Bernard Reisz is the founder of ReSure Financial. Bernard is someone who lives his life, helping people with their Self-Directed Retirement Accounts and empowering others to take control of their financial situations.[00:01 – 12:46] Take Control of Your Retirement AccountBernard shares what brought him to the path of helping people in the retirement space.The story behind why he started ReSure FinancialFacts about retirement accountsThe yeses and noesAre you signing up for the right one?[12:47 – 19:27] Starting ReSure FinancialBernard talks about the challenges they faced when they just started ReSure Financial.Kickstart the process with your emotions but analyze it with your minds.Are you confused about the differences between the different types of self-directing retirement accounts? Check out ReSure’s website! See the links below.[19:28 – 27:04] THE FINAL FOURWhat’s the worst job that you ever had?Doing due diligence for a firm when I was just starting my career.What’s a book you’ve read that has given you a paradigm shift?What the Angel Taught YouWhat is a skill or talent that you’d like to learn?Is it really important for every one of us to master certain skills?What does success mean to you?“Being able to live life in alignment with real values.”“Be able to say that I’m living each moment in alignment with the ultimate purpose.”Connect with Bernard online. See the links below.Final thoughts Tweetable Quotes:“You have to know every component of a financial profile. If you only understand the tax part, you’re gonna miss things. If you only understand the investing side, you’re gonna miss things. If you only know insurance, you’re gonna miss things. It’s really about being able to take a holistic and integrated approach and only then can you really get things to where they have to be optimally.” – Bernard Reisz“The emotion is the catalyst, but let’s analyze [things] with our minds. Because ultimately there’s a technical aspect to it, so we need the emotions to kickstart the process, but then we have to let our minds take over and to assess and analyze choices and make the smartest decisions that we can.” – Bernard Reisz You can connect with Bernard and ReSure at https://www.401kcheckbook.com/ and https://www.agentfinancial.com/ or do a simple google search for ‘Bernard Reisz to find related content about Bernard.WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Support the show (https://www.buymeacoffee.com/weissadvice)
Our guest today is Bernard Reisz, a CPA and the founder of ReSure LLC, where the focus is on simplifying finance and investments. In this episode, we talk about how to make well-informed decisions in our real estate investing strategy and the 3 types of tax shelters. If you want to know more about different retirement accounts and the ways to assess a financial advisor then don't miss out on this episode! Learn more about Bernard and his journey at reiclarity.com! “The biggest mistake you can really make is essentially being poorly informed” 04:00 At the beginning of the episode, Bernard explains that there are no mistakes in real estate investing, just well-informed and poorly informed decisions. As every service provider has a bias, you have to be able to read between the lines while investing. To make the right financial and business decisions, Bernard suggests asking the following questions: How easily can your business be converted to cash? Is there something you are thinking of transitioning to? How many places do you want to be active and how many passive income streams do you want? Based on your perspective, do you think that you have better information about real estate than the market as a whole? If someone is very serious about real estate investing and doesn't just want to do it as a side-hustle, then Bernard suggests going full-time into real estate investing and claiming a real estate professional tax status, which will provide the best tax benefits. For this you don't have to be licensed, you just have to fit the real estate professional tax status. 27:05 How to assess a financial advisor or CPA? Look for people heavy on substance and low on fluff. Even if at the beginning of your business journey, you can't afford a higher level accountant, always choose someone who will be able to grow with you. Work with people who are very committed to helping you. Find someone who is specialized but has enough expertise to understand how every component in that field integrates and interacts with each other. 40:00 Bernard talked about the different types of retirement accounts in the show. They are the following: IRA Traditional IRA Roth IRA SEP IRA Simple IRA QRP 401K profit sharing defined benefit cash balance money purchase “Don't buy tax shelters, invest in them.” 46:00 According to Bernard, you don't want to buy tax shelters off the shelf. You need to understand the risk associated with them first. There are tax shelters that are legal, in the grey area, or fraudulent. A good starting point to determine if the tax shelter is legal or not is to ask your CPA. Mentioned in the show: Leonard Mlodinow - The Drunkard's Walk https://www.401kcheckbook.com/ www.agentfinancial.com www.shineinsurance.com/reiclarity Learn how to grow your portfolio and reach incredible success the right way! Visit us here for everything you need to know: www.shineinsurance.com/reiclarity. Special thanks to Bernard Reisz for taking the time to share so many great insights with us If you enjoyed this podcast, there's a couple of things we need you to do right now: SUBSCRIBE to REI Clarity on Apple Podcast, Spotify, or wherever you listen to podcasts While your there, please RATE & REVIEW the show SHARE with friends Finally, please, JOIN the REI Clarity Facebook Group Then, please share the show with whoever you think it will inspire. Until the next time, We truly appreciate you listening. Need the REI Insurance Guy? More great stories & information at: Youtube - Blog - Podcast Facebook - Twitter
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.
Want to become financially free through real estate? Check out our book on jump starting a cash flowing real estate portfolio at https://www.therealestateinvestingclub.com/real-estate-wealth-book In this episode I interview Bernard Reisz, integrated financial & tax expertise with a focus on real estate, entity structuring, 1031 exchange, and self-directed retirement accounts. Bernard has some great advice about deal structuring and utilizing your retirement accounts to expand your real estate empire. He is an expert in tax with great advice for investors looking to save as much as they earn, so strap in, grab your pen and paper and enjoy the show. Want to connect with the guest? Check out their LinkedIn profile here: https://www.linkedin.com/in/bernard-reisz-cpa/ Enjoy the show? Subscribe to the channel for all our upcoming real estate investor interviews and episodes. ************************************************************************ GET INVOLVED, CONNECTED & GROW YOUR REAL ESTATE BUSINESS LEARN -- Want to learn the ins and outs of real estate investing? Check out our course at https://www.therealestateinvestingclub.com READ -- Want real estate book recommendations? Check out our list of the best books on real estate investing: https://gabepetersen.com/2020/06/14/best-books-on-real-estate-investing/ PARTNER -- Want to partner on a deal or connect in person? Email the host Gabe Petersen at gabe@therealestateinvestingclub.com or reach out on LinkedIn at https://www.linkedin.com/in/gabe-petersen/ CONNECT -- Want to join one of the most active Facebook Groups for Real Estate Investors? Click here to join: https://www.facebook.com/groups/2940993215976264 GROW -- Want for us to bring you leads and run your real estate digital marketing? Reach out to our partner agency at https://www.getclientsquick.com WATCH -- Want to watch our YouTube channel? Click here: https://bit.ly/theREIshow LISTEN -- Want to listen to our Podcast? Go here: https://therealestateinvestingclub.buzzsprout.com/ ************************************************************************ ABOUT THE REAL ESTATE INVESTING CLUB SHOW The Real Estate Investing Club is a podcast and YouTube show where real estate investing professionals share their best advice, greatest stories, and favorite tips in real estate. Join us as we delve into every aspect of real estate investing - from self-storage, to mobile home parks, to single family rentals, to real estate syndication! Join us as we learn about these REI pro's career peaks and valleys and the lessons they learned along the way! #realestateinvesting #passiveincome #realestateSupport the show (https://paypal.me/GabrielWPetersen?locale.x=en_US)
Investing in tax shelters is the route many have used to achieve their financial goals. In this episode, Adam Torres and Bernard Reisz CPA, CPCU, Founder at ReSure Financial, explore investing in tax shelters.Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/
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.
In an attempt to learn more about how successful business and real estate professionals think; I ask every guest of the show my 5 Key Questions. These questions are meant to give you, the listener, a glimpse at what makes a successful real estate professional tick on both a personal and business level. This round of 5 Key Questions is answered by yesterday's guest, Bernard Reisz, I hope you enjoy it.
Bernard's Background:CPA and founder of 401kcheckbook.com which helps you with alternative investing, estate, and tax planningIn this episode we cover:00:03:06 The different roads of tax deferral00:06:46 The grey line on 1031 restrictions00:08:19 Facts and court cases to support IRS jurisdiction00:12:10 Leveraging estate planning to defer tax00:13:47 Renting to yourself with an irrevocable trust00:16:23 Death, taxes, and step us basis00:18:58 Weighing your options00:23:12 A family lessonConnect with Bernard:https://www.401kcheckbook.com/https://www.agentfinancial.com/Connect with Dave:Schedule a callWebsiteE-mailOther ways to listen/watch:https://lnk.bio/multifamilyFollow or Subscribe:Facebook GroupLinkedInInstagramYoutubeIf you enjoyed this episode or like the show, please subscribe and leave a review! It is a huge help for just a little effort
Bernard Reisz has done some very creative deals through private lending, as well as for his own holdings. Bernard know's the in's and out's of doing creative and tax effective deals. He's even helped out self directed investors get into deals with as little as $3,000! You won't want to miss this episode! Topics discussed: Private Lending Check Book 401k's Passive Investing Links mentioned in this episode: *https://www.401kcheckbook.com/ bernard@resurefinancial.com Please go to iTunes to leave us a rating and write a review. Each review helps us reach a larger audience with your episode.
Bernard Reisz has done some very creative deals through private lending, as well as for his own holdings. Bernard know's the in's and out's of doing creative and tax effective deals. He's even helped out self directed investors get into deals with as little as $3,000! You won't want to miss this episode! Topics discussed: Private Lending Check Book 401k's Passive Investing Links mentioned in this episode: *https://www.401kcheckbook.com/ bernard@resurefinancial.com Please go to iTunes to leave us a rating and write a review. Each review helps us reach a larger audience with your episode.
Join Vee Khuu (Real Estate Lab Podcast), Michael Brady, and Alex Shandrovsky's (Madison 1031) discussion about Qualified Intermediaries and 1031 Exchanges. Madison 1031 is a widely-respected company in the real estate industry with many years of experience. They talk about different kinds of exchanges and the differences between a 1031 Exchange and opportunity zones. Can it be used for syndication? What if someone leaves the partnership? When should I NOT go for a 1031 Exchange? These are some of the questions that Michael and Alex answer on the show. Stay tuned, and enjoy!Resources:· Madison 1031 https://www.madison1031.com/· Michael Brady LinkedIn https://www.linkedin.com/in/mikesbrady/· Michael Brady Phone 631-241-3812· Email: mbrady@madison1031.com· Alex Shandrovsky LinkedIn https://www.linkedin.com/in/alex-shandrovsky/· Rev. Proc. 2005-14 http://www.irs.gov/pub/irs-drop/rp-05-14.pdf· Bernard Reisz https://www.401kcheckbook.com/· Yonah Weiss https://www.linkedin.com/in/cost-segregation-yonah-weissSupport 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.
REI Brothers - Financial Freedom through Multifamily Investing
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.
In this episode we discuss retirement accounts and how they work with CPA and Tax Specialist Bernard Reisz. You'll get some really good nuggets of wisdom and things you can use to move forward as you strategize how you grow your wealth over time.Connect with BernardLinkedinWebsiteFavorite BookConnect with us: Facebook | InstagramSchedule a call with Mike or text ADPI to 444-999*** Please help support our friends in the NCHV (National Coalition For Homeless Veterans) as they help fight Veteran Homelessness across the country. You can donate to their cause on our website, or by clicking HERE. *** To learn how to use your VA Loan to create wealth and invest in real estate while in the military take our VA Loan Mastery CourseTo find out how you can build $10,000 a month in Passive Income while investing in the military check out This VideoCheck out "Rich Dad Poor Dad" by Robert Kiyosaki, and other great books on our Resource PageIf you are ready to get started on building wealth and want to learn how to get the most out of your veteran benefits, then make sure you grab our best selling book on Military House Hacking Active Duty Passive IncomeSupport the show (https://www.patreon.com/adpi)
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 is committed to providing unbiased, integrated, expert financial & tax solutions. His focus is the establishment of tax-sheltered accounts (IRAs, 401(k)s, QRPs). Through ReSure Financial, you can get the most cost-efficient, flexible, tax-sheltered investment accounts that give you total control over your money. If you want unrestricted access to any investment you choose, you can’t pick just any investment company. When it comes to financial decisions, your advisors are ultimately salespeople. Learning a little goes a long way toward making the best decisions for yourself. In this episode, we’ll talk about formal education and self-initiated learning — and why you need both. Something as simple as reading a book could help you learn about investing. Perhaps even more than Wall Street wants you to know. Find Bernard at 401kcheckbook.com
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 IRA’s, solo 401(k)’s and checkbook life insurance. He’s also the founder of agentfinancial.com, which provides tax, entity, and financial services to real estate pros including real estate agents, real estate investors and mortgage brokers.
The Commit to Wealth Podcast - Creating Generational Wealth through Real Estate Investing
Bernard is the founder of ReSure LLC and ReSure Financial Advisors where he assists his clients with their tax and financial needs. He's a CPA and an expert in comprehensive retirement accounts and helps others with their self-directed retirement accounts. Topics Covered: Thinking beyond financial advisors to identify what you need Understanding IRAs and QRPs Planning for retirement Tax deferred versus tax free Understanding capital gains and roth IRA Using QRP to avoid UDFI tax C corps versus LLCs How to best utilize a C corp (owned by a tax free entity) Nuggets of Wealth What is a good tool, source, or platform you use daily? VCita What are the most common mistakes clients make? Taking a siloed approach What book do you recommend? Our website, The Drunkard's Walk by Leondard Maldonoff Where can Commit to Wealth Nation go to contact you and find out more about your services? 401kcheckbook.com agentfinancial.com
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
Bernard Reisz, Founder of 401k Checkbook.com, joins us to discuss the flexibility and power or using a 401k with checkbook access for Real Estate Investing. Connect with Bernard at https://www.401kcheckbook.com/
Principal of ReSure Financial, Bernard Reisz, shares how he went from employee to entrepreneur, and how this path helped give him the ideas for creating his own one-of-a-kind operation. In this episode Bernard discusses: 1) Secrets to consistently put yourself in opportunity's way 2) Why ReSure is far from your traditional financial advisory firm 3) The impact and power of questioning common practices Contact Bernard: www.401kcheckbook.com bernard@resurefinancial.com Follow Dream Chasers on: Spotify: open.spotify.com/show/0fqzz3iJS2uARrz4N6dlmN?si=EQrwkWIUSoSsqmKzRRXx8g Apple Podcasts: itunes.apple.com/us/podcast/dream-chasers/id1441685534?mt=2&uo=4 And Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9hbmNob3IuZm0vcy83YTliY2IwL3BvZGNhc3QvcnNz --- Support this podcast: https://anchor.fm/dreamchasers/support
Get your free book: www.audibletrial.com/dwellynn ReSure LLC and ReSure Financial Advisors LLC were founded by Bernard Reisz, a CPA with extensive experience in the alternative investment and finance industries. With a background in financial and tax analysis for both institutional and personal investors, ReSure is positioned to serve all your self-directed retirement account needs. We are committed to empowering self-directed investors to take control of their finances and invest in accordance with their individual styles. Leveraging tax advantaged vehicles, such as SDIRAs & Solo 401(k)s, can be an integral part of a financial strategy that puts you at the center. In addition to Self-Directed IRA-LLCs, Individual 401(k)s, and Defined Benefit Plans we can assist you with your investments in publicly traded securities and many other financial planning needs. Underlying our approach is an overarching commitment to empower you to control your future. Contact Bernard: https://www.401kcheckbook.com/ Content Mentioned: When Genius Failed: The Rise and Fall of Long-Term Capital Management https://www.amazon.com/When-Genius-Failed-Long-Term-Management/dp/0375758259/ref=sr_1_3?crid=3BUJKYZGQ9U8S&keywords=when+genius+failed&qid=1559161585&s=books&sprefix=when+geni%2Caps%2C224&sr=1-3 Follow Ola [www.instagram.com/oladantis] @OlaDantis for all other social media Send me a DM when you follow so I can say hi! www.dwellynn.com/invest
Bulletproof Cashflow: Multifamily & Apartment Investing for Financial Freedom
Bernard Reisz is a CPA focused on using proactive and innovative strategies for real estate financial planning. This focus lead to a passion of protecting wealth for investors, so he founded ReSure Financial. The company gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Qualified Retirement Savings Plans, IRAs, Self Directed IRAs, and other tools. Today, he works with people to earn better returns with their retirement money and avoid heavy tax burdens. In this episode, we dive into how investors can deploy the cash in their IRA or 401(k) to invest in multifamily real estate in an easy and compliant way. Additionally, he shares how you as a syndicator can use other people’s retirement accounts to fund real estate transactions for a healthy return.
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 […]
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.
Financial security in retirement is everyone's joyful finale. This takes a lot of planning and saving up until the time comes when you can already leave the hustle and bustle and reap what you sow. While you undergo preparation, there are few things to take note of – the choice of a self-directed retirement plan, […]
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 […]
The 401K world has always had a big question mark around it. On this bonus episode, Bernard and I discuss the pitfalls of a traditional 401K and how you can take control of your retirement funds to maximize your wealth. Key Points From This Episode: 401k vs IRA, which should you have? How to maximize your retirement match I'm about to graduate college, how should I invest? What 2 things should look for in a service provider Links Mentioned in Today’s Episode: Bernards Website Before the Millions Books: What They Do With Your Money Listen to this book for free! Lifestyle Design App: vCita Free Training: Building A Lifestyle Business Through Real Estate Investing
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.
Bernard Reisz is back on the show to continue our conversation about self-directing alternative investments. (Be sure to check out last week’s episode before listening to this one.) Today we're talking about the incredible opportunity in flexibility and the importance of being educated in order to do this effectively. You can find show notes and more information by clicking here: https://bit.ly/2TjL7x6
We can’t be experts in everything, so we try to find advisors who can help us with the subject matter we don't know as well. Bernard Reisz is a CPA who provides an integrative approach to tax and financial planning for real estate pros that focuses on unique profiles and opportunities. He took notice of the misalignment of interests and how people are not getting a comprehensive picture of the tools and strategies out there, and he decided to make things clearer. You can find show notes and more information by clicking here: http://bit.ly/2IHRnd1
Real estate is an alternative asset that is permitted to be owned by a retirement account. In the case of IRAs, the most common manner in which to purchase real estate is by using Self-Directed IRAs. Forbes (https://www.forbes.com/sites/forbesfinancecouncil/2019/02/20/solo-401k-the-secret-weapon-for-savvy-real-estate-investors/#65107483cd19) Today’s guest is Bernard Reisz, who is the Principal of 401k Checkbook (https://www.401kcheckbook.com/) . His company crafts retirement plans that enhance their clients current and future finances, while giving them complete control over their investments. He holds both security and insurance licenses so that he can keep up with the ever-changing tools and regulations of the financial world. During this episode, Bernard shares his vast knowledge of investing utilizing self-directed IRAs or 401Ks. Other topics that we cover extensively are the differences between a financial advisor vs. a fiduciary advisor. Also, we discuss the dissimilarities between using your 401K plan vs. an IRA, as well as the tax advantages. Bernard also explains his unique business model, where his number one goal is to give his clients greater control over their retirement money. Tip of the Day: Be educated and don’t subordinate your judgement. -Bernard Reisz (https://twitter.com/share?text=Be+educated+and+don%E2%80%99t+subordinate+your+judgement.++-Bernard+Reisz&url=https://www.investthispodcast.com/?p=2533) Tweet This (https://twitter.com/share?text=Be+educated+and+don%E2%80%99t+subordinate+your+judgement.++-Bernard+Reisz+-+&url=https://www.investthispodcast.com/?p=2533) More Useful Information on Utilizing Your IRA for Investing INVESTTHIS Special Episode: (https://www.investthispodcast.com/special-episode-how-to-use-your-ira-for-real-estate-investing/) How to Use Your IRA to Invest in Real Estate Start In Wholesaling: Want to start in wholesaling? I got my first deal going using Real Estate World Wide. TRY IT YOURSELF! (https://jr208.isrefer.com/go/fmsnaw/a717/)
Frederick Advice Givers | Interview Frederick's Brightest Minds | Eric Verdi
ENJOY THIS EPISODE: Bernard Reisz, CPA, through ReSure LLC, 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...
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
If you are a new listener to Peer 2 Peer Real Estate, Let's hear from you. Come visit our contact page https://peer2peerrealestate.com/contact/ let us know how we can help you.About Bernard ReiszReSure LLC, lead by Bernard Reisz CPA, empowers individuals and guides guides them to financial self-determination. We integrate expert tax and financial strategy to defragment your finances. We are the experts in self-directed retirement accounts, giving investors the ability put their tax-advantaged funds in assets that they understand best. We use a variety of tax-advantaged vehicles to achieve results, including checkbook-control IRAs, Solo 401(k)s, Defined Benefit, Cash Balance Plans, and Checkbook Life Insurance. Our Checkbook Control implementation can save you thousands of dollars in fees and provides total investment flexibility. Our tax expertise will keep you compliant as you maximize your ROI.Whether your contemplating real estate, private lending, asset-based lending (ABL) , merchant cash advance (MCA), litigation finance, viatical or life settlements, hard money loans, cryptocurrency, or any other investment - we can help you incorporate some tax alpha.We possess the experience and credentials to provide unbiased advice regarding business and personal finance. With our principal having an extensive background in management-consulting, due diligence, financial analysis, forensic accounting, alternative investments, asset-based lending, and captive insurance, we have a broad-based foundation.In this episode Bernard & I discussWhat is a checkbook IRAWhat investments are allowed by the IRSWhat investments are not allowed by the IRSHaving both a retirement account and checkbook IRAWhy real estate is the best investmentAnd much more...............Book I recommend:What every real estate investor needs to know about cash flow and 36 other key financial measures By Frank Gallinelli Book Bernard Reisz Recommends - The Undercover Economist By Tim Harford You can find Bernard at: 401kcheckbook.com/ bernard@resurefinancial.com linkedin.com/in/bernard-reisz-cpa Bernard will be appearing on a Multi family summit this Thursday January 17th called- The MultiFamily Investor Virtual summit. You can use PROMO Code: BERNARD for a $100 DISCOUNT on registration at: www.MFINSummit.com (Bernard is a presenter)Thanks Bernard Reisz for being on Peer 2 Peer Real EstateYou can find me at:https://www.linkedin.com/in/williemorales/www.peer2peerrealestate.com https://www.facebook.com/peer2peerrealestate/Please subscribe & leave a review on iTunes and look for us at Peer 2 Peer Real Estate Podcast"Keep the momentum going, Good things will happen." See acast.com/privacy for privacy and opt-out information.
In this episode, Whitney interviews Bernard Reisz, Principal, ReSure Financial Advisors LLC. Bernard reveals how you can make real estate investments from your IRA and 401 (k) – and why this is an excellent choice to traditional investment alternatives. You will learn about the basics of IRA and 401(k) from Bernard, an experienced CPA. We reveal how the cumulative effect of portfolio diversification, tax benefits and compounding can help you maximize your 401 (k) returns. Tune in to discover some little known and extremely important investing nuances that can help you generate greater income and lead a comfortable life.
Target Market Insights: Multifamily Real Estate Marketing Tips
Bernard Reisz is a CPA with extensive experience in alternative investments. He founded ReSure LLC & ReSure Financial Advisors. With a background in financial and tax analysis for institutional and personal investors, Reisz helps to empower investors to take control of their retirement accounts in accordance with their asset preferences. On this episode, Bernard shares tips to leverage tax-advantaged vehicles to maximize your retirement investments. Key Market Insights CPA with extensive experience in alternative investments Founder of ReSure LLC & ReSure Financial Advisors LLC Self-directed IRA and 401k specialist Retirement Accounts: 401k and IRAs - tax-advantaged vehicles; can grow tax-deferred Tax-deferred - earn interests and dividends without paying tax until you withdraw the investments ROTH IRA - no tax deductions, but no taxes on earnings either Eligibility: 401k plan, business income; IRAs, any income from owner or spouse 401k plan contribution components: Employee and employer contribution Traditional IRAs - minimal trading fees. Revenues are extracted from every investment activity made on their platform Self-directed IRA - fees include transaction fees and processing fees within your retirement account Self-directed IRA: Custodian or Checkbook Control Custodian - administers a retirement account, including reviewing and processing documents and investing the money Checkbook IRA - set up a private equity investment; transfer all the IRA funds to the entity; IRA owner controls the funds IRA prohibited transactions and disqualified person Checkbook IRA for multiple deals; Custodians for single to limited investments over time Differences: UBIT - Unrelated Business Income Tax, UBTI - Unrelated Business Taxable Income, UDFI - Unrelated Debt-Financed Income (refer to a real estate CPA) Bull’s Eye Tips: Winning Your Market: Have an investment strategy Tracking Marketing Changes: Read tax codes and learn its significance in retirement account. Daily Habit: Take kids to school. Gives sense of meaning and purpose. Resources: Leveraging the Rocket Fuel of Self-Direct IRAs with Carl Fischer, Episode 29 Self-directed IRA for Capital Raisers with Adam Sypniewski, Episode 54 Book Recommendation: Where are the Customers’ Yacht? By Fred Schwed Jr. Tweet This: "Determine which retirement account should be set up and your eligibility." "Checkbook control hands the transaction duties to the investor, not the IRA custodian." Places to Grab a Bite: Starbucks Connect with Bernard: Website: 401kcheckbook.com Emails: bernard@resurefinancial.com Leave us a review and rating on iTunes or Stitcher. Be sure to check out more info at TargetMarketInsights.com.
Bernard Reisz has done some very creative deals through private lending, as well as for his own holdings. Bernard know's the in's and out's of doing creative and tax effective deals. He's even helped out self directed investors get into deals with as little as $3,000! You won't want to miss this episode! Topics discussed: Private Lending Check Book 401k's Passive Investing Links mentioned in this episode: *https://www.401kcheckbook.com/ bernard@resurefinancial.com www.bluespruceholdings.com Register For The Webinar! Join Adam In Chicago!
Bernard is here today to tell us how we can use our, or other people’s, retirement accounts to fund real estate transactions. Not only does that help us get deals done, but also helps people earn better returns with their retirement money. We’ll learn about the tax advantages, as well as what is not allowed by tax law. If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review! Best Ever Tweet: “Over $25 Trillion is sitting there in retirement accounts” - Bernard Reisz Bernard Reisz Background: - CPA and Principal of ReSure Financial and combines tax, financial, and investment expertise - Advises on the use of self-directed IRAs and Solo 401(k)s for real estate investing and lending - Specialized in real estate debt and equity investing using retirement funds, and personally invests in that way - Based in New York City, New York - Say hi to him at: - Best Ever Book: Fishing for Fools Made Possible Because of Our Best Ever Sponsors: Are you looking for a way to increase your overall profits by reducing your loan payments to the bank? Patch of Land offers a fix-and-flip loan program that ONLY charges interest on the funds that have been disbursed, which can result in thousands of dollars in savings. Before securing financing for your next fix-and-flip project, Best Ever Listeners you must download your free white paper at to find out how Patch of Land’s fix and flip program can positively impact your investment strategy and save you money.
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