Podcasts about checkbook control

Ever wonder how the rich keep getting richer—legally and tax-free? It's not luck. It's strategy. And it starts with knowing how to use a self-directed IRA to invest in real estate, private equity, and even startups—while keeping the IRS out of your profits.What if you could unlock the same wealth-building tools the ultra-rich use—without needing millions to start? On this week's Exit Strategies Radio Show, host Corwyn J. Melette sits down with Adam Bergman, CEO of IRA Financial Technologies and one of the nation's leading experts on retirement tax strategy.A former tax attorney with over 25,000 clients and $4 billion in managed assets, Adam explains how self-directed IRAs offer everyday people the freedom to invest in alternative assets—real estate, startups, private equity—and grow it all tax-free. This conversation breaks down the exact strategies smart investors use to build generational wealth and reclaim control of their financial future.Key Takeaways:01:56 Introducing Our Special Guest: Adam Bergman03:06 Adam Bergman's Journey to IRA Financial Technologies07:31 Understanding Self-Directed IRAs11:12 The Power of Roth IRAs14:41 Tax Strategies and Legacy Building with IRAs16:54 Collaborative Real Estate Investments with IRAs18:05 Leveraging Small IRAs for Bigger Investments20:25 Pitfalls to Avoid in Self-Directed IRA Investments22:28 Using Self-Directed IRAs to Start a Business27:53 Checkbook Control vs. Custodian Controlled IRAsThis isn't just about retirement—it's about freedom, control, and legacy. Don't let this powerful financial knowledge sit on the shelf. Tune in, take notes, and take action.Connect with Adam @:

Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over two decades of experience in real estate, mortgage lending, and property management (and especially Self-Directed IRAs) Kaaren has empowered thousands of people to take control of their retirement funds and invest in alternative assets, such as real estate, private lending, precious metals and more.Her expertise in self-directed retirement accounts has made her a sought-after speaker, and she has been a featured panelist and presenter at industry-leading conferences, including BiggerPockets' BPCON22, 23 & 24.Kaaren is also the founder of OCREIA (Orange County Real Estate Investors Association), where she fosters a vibrant community of real estate investors through education and networking since 2012. Adding to her accolades, Kaaren is now the author of the newly published Self-Directed IRA Investing: A BiggerPockets Guide, the definitive resource for investors looking to unlock the power of self-directed IRAs to build wealth. Published by BiggerPockets Publishing, this comprehensive guide combines actionable insights, real-world examples, and Kaaren's extensive industry knowledge to help investors confidently navigate the world of self-directed retirement accounts.Beyond her professional achievements, Kaaren's entrepreneurial journey has enabled her to support meaningful charitable giving, and inspire others to take control of their financial futures. She also serves on the Board of Directors for The Council on Aging Southern California as well as the board for RITA (the Retirement Industry Trust Association), where she continues to advocate for transparency and education in the retirement industry.Buy her book for $9.99 - https://store.biggerpockets.com/products/self-directed-ira-investing-a-biggerpockets-guideChapters00:00 Introduction to Self-Directed IRAs03:18 Market Trends and Investment Opportunities06:22 Karen Hall's Journey to CEO09:31 Differentiating UDirect IRA Services12:17 Understanding Self-Directed IRAs15:09 Prohibited Transactions and Compliance18:04 Checkbook Control vs. Custodian Management20:44 Navigating UBIT and UDFI Taxes23:33 Fair Market Value Requirements24:25 Understanding Fair Market Value in Self-Directed IRAs28:26 The Importance of Contributions and Retirement Planning30:13 Managing Idle Cash in Your IRA31:23 Educational Resources for Passive Investors34:26 Due Diligence for Passive Investors36:11 Bucket List Achievements and Future Aspirations37:34 Investing in Boutique Hotels38:57 Connecting with uDirect IRA40:11 outroRANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordsself-directed IRA, passive investing, UBIT, UDFI, market trends, investment strategies, retirement planning, fair market value, prohibited transactions, educational resources

Saving for retirement certainly sounds good, but how much control do you have over what you can actually invest in with your accounts? Adam Schroeder talks with Damion Lupo, founder & CEO of eQRP, about how to invest with retirement funds and take full advantage of the opportunities allowed with them. Damion is host of the Transformation Nation podcast, and author of The QRP Book: How to Get Checkbook Control of Your 401k Rollover Money Now. Learn more about HERE: www.EQRP.co -------------------------------------------------------- Website - www.RentToRetirement.com YouTube - www.YouTube.com/RentToRetirement Current Hotlist Properties - www.RentToRetirement.com/Hotlist

Saving for retirement certainly sounds good, but how much control do you have over what you can actually invest in with your accounts? Adam Schroeder talks with Damion Lupo, founder & CEO of eQRP, about how to invest with retirement funds and take full advantage of the opportunities allowed with them. Damion is host of the Transformation Nation podcast, and author of The QRP Book: How to Get Checkbook Control of Your 401k Rollover Money Now. Learn more about HERE: www.EQRP.co -------------------------------------------------------- Website - www.RentToRetirement.com YouTube - www.YouTube.com/RentToRetirement Current Hotlist Properties - www.RentToRetirement.com/Hotlist

The "checkbook control LLC" can be a great tool for investors looking to diversify beyond the traditional investments normally offered in an IRA. PLUS...if this is structured correctly you can retain control of the assets.  Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.   Contact Devin's team at https://www.carrolladvisory.com/ Contact John's team at https://www.rossandshoalmire.com/

Are you wondering how to build the ultimate level of retirement plan control? Alex dives into the benefits of checkbook control IRAs. Alex begins the episode with the market recap for the week of 8/15/2022 and describes what earnings before interest, taxes, depreciation and amortization (EBITDA) is. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Self-Directed IRA LLC with Checkbook Control, and what you should be aware of.

Welcome back to the Real Estate Nerds Podcast. On today's episode, our host and attorney Scott Smith welcomes Dmitriy Fomichenko, the founder of the financial firm Sense Financial Services LLC. The two investors share an affection for self-directed investing of retirement plan assets, and listeners will get to hear exactly why. In addition, Dmitriy also shares about a pair of lending investments he personally made, and what made one a success and the other a failure. Self-Directed Investing 101Dmitriy sits down with Scott to chat about his business and self-directed investing generally. The two investors explore the role of retirement planning professionals and compare the self-directed options available to investors.[2:00] Dmitriy is an engineer by education. After a lay-off, he transitioned into real estate. During this time, he handled conventional financial accounts. In 2010, he founded Sense Financial, a group that deals exclusively with investors. His clients include many real estate investors, but also lenders and investors in newer nontraditional assets like cryptocurrency. [4:00] Dmitriy and Scott discuss the benefits of self-directed investing. Dmitriy points out that Checkbook Control accounts give investors the power to invest in nontraditional assets. He also shares the various ways to fund self-directed IRAs and 401(k)s. [5:30] Dmitriy briefly compares the self-directed IRA to the Solo 401(k). He feels the self-directed IRA option is somewhat limited by its fairly low contribution limits Although the Solo 401(k) is designed for self-employed individuals and small businesses, many types of professionals can qualify. He believes it is a powerful investment vehicle that allows for a high level of tax savings.[6:50] Dmitriy's company sets up trusts to hold plan assets for clients who own Solo 401(k)s. The client becomes the trustee receives Checkbook Control. He mentions that “You need to be educated on what you can and cannot do, because with freedom comes great responsibility.” [07:25][8:45] The clients Dmitriy works with enjoy the ability to control their assets: “You want to be in control? Use the guidance of professionals with more experience than you, but you should be making the financial decisions. That's what the self-directed 401(k) enables you to do.”[9:30] Scott asks Dmitriy about how investors can evaluate providers of self-directed accounts. Dmitriy explains that there are three self-directed options:A truly self-directed IRA. This is an IRA that does not limit your investment choices. Most custodians will limit your options to financial products they offer, and require you to go through them to make or liquidate an investment. The checkbook-controlled IRA, or IRA-owned LLC. This is Dmitriy's specialty, an IRA account with funds moved to an LLC that the client controls.The self-directed Solo 401(k). Dmitriy believes this vehicle is the “best of all” because of its many benefits, flexibility, and tax benefits.[12:49] Scott asks Dmitriy about Solo 401(k) compliance, and which pieces his company handles and which are the responsibility of the clients. His company deals with plan creation, documentation, and maintaining and updating plan documents per IRS regulations. The client, on the other hand, must control the plan assets and keep accurate records of the investments. Clients can also get assistance with administering the plan from their professionals.[15:00] Dimitriy clarifies the role of companies like his: “We aren't attorneys. Our specialty is the 401(k), so that's what we do. We don't give you investment, tax, or legal advice.” While as an investor himself, Dmitriy certainly may have the experience to offer this type of guidance, he will generally know when to refer clients to a financial advisor or attorney.A Tale of Two Notes: Dmitriy's Best and Worst Solo 401(k) InvestmentsScott asks Dmitriy about some of the best and worst deals he has seen made with the self-directed Solo 401(k). In his line of work, Dmitriy has seen plenty of both.[16:50] Dmitriy decides to begin with an example of a bad deal. This particular example is of a private lending deal. He was advised to use a company offering investments in notes. He chose to invest in a small note for $20,000 tied to a property in Pennsylvania.[17:31] In hindsight, Dmitriy can tell you exactly where he went wrong: “The mistake I made from the very beginning is not doing my due diligence.” He overlooked his part because he trusted the individual who introduced him to the company.[18:04] Dmitriy later invested an additional $43,000 on a separate property. Things went well for a couple of years, until there were major property management and late payment issues. Dmitriy reached out to the owner. It turned out his $20,000 property was in terrible shape, had never been rehabbed as it was supposed to be, and had been vacant. [19:10] Scott asks if what happened with Dmitriy's money was theft--but because Dmitriy was lending the money, it technically wasn't. Again, he emphasizes the importance of doing due diligence on properties: “When you invest in a note, there's always a likelihood that it will be defaulted.” [19:50] He feels he should have discussed his deal with a more experienced investor as part of better due diligence.[21:09] Dmitriy shifts gears into one of his best deals, another note, which helped offset the loss from the first deal he talked about. He made a loan of $43,000 in exchange for the deed to a property worth close to $70,000. He became the landlord and had a tenant paying to live there, and the interest on the note was around the same amount as the rent, effectively doubling his income.[22:03] “If you look at these two notes, I ended up winning. But what I want your listeners to learn from this is you've got to do your due diligence,” Dmitriy tells Scott.The Takeaways: Good Communication and Due Diligence Create WinsOur host and guest conclude by comparing the note deals and sussing out what made one so much better than the other. [23:00] When comparing the two notes, Dmitriy highlights that the win covered the loss. He chose to keep the second property because it was a better value. He could have foreclosed on it, but the borrowers chose to deed it to him instead after defaulting.[24:40] Dmitriy won in part because the people he loaned money to defaulted, and failed to manage their own portfolios well. [26:00}Scott observes that Dmitry's good communication with his borrowers played a major role in his investment's success. In his own line of work with real estate investors, Scott sees a lack of clear, consistent communication contribute to unnecessary losses.

Today's episode is a deep-dive into the solo 401(k), which is a 'secret weapon' for solopreneurs. Did you know you can buy cryptocurrencies, gold, real estate, or even a race horse with a solo 401(k)??? Log onto E*Trade and try to buy investment real estate within your IRA. You can't do it. And that's why you need a solo 401(k). Not to mention, the SUPER-HIGH contribution limits. Jordan Sheppherd has helped hundreds of people set up solo 401(k) plans. He's an expert in this stuff and he's a really cool dude. Self-direction is an amazing opportunity that I believe all self-employed people should take advantage of. But don't take my word for it; check out this episode and find out for yourself. Learn more about Jordan's services at https://my.captivate.fm/www.checkbookira.com (www.checkbookira.com). Disclosure: I hired Jordan to set up my solo 401(k) a few years back, and it was the single most important decision I've made in my retirement planning process. Hey, do you have a question about retirement planning you'd like me to answer on a future episode? Email me at matt@rogueretirementlounge.com or visit my https://www.rogueretirementlounge.com (retirement planning podcast) https://www.rogueretirementlounge.com (website) and click the red "Send Matt a Voicemail" button on the side and ask a question there. Also, if you can leave me a review for this podcast on whatever platform you use, I'll be your best friend!

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

Episode ResourcesGet FREE daily content from Robert on InstagramGet a FREE audiobook from AudibleJason DeBono talks Funding Real Estate Deals using Self-Directed IRAsListen to the Financial Underdogs PodcastMatt Faircloth’s book Raising Private CapitalBrandon Turner’s book How to Invest In Real EstateMark Ferguson’s book The Book on Negotiating Real EstateAutomate your money with M1 Finance. Get $30 when you sign up for free today. Do your best thinking with Baronfig's Idea Toolset. Use code TIP20 at checkout to receive 20% off.Mirror the asset allocation strategy of the world’s most successful institutional investors with EquityMultiple.Grow your wealth with passive investments in farming and agribusiness with Harvest Returns.Create automated investment portfolios of diversified, low-cost index funds with Wealthfront. Get your first $5,000 managed for FREE, for life.Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online.All of Robert’s favorite booksSupport our free podcast by supporting our sponsorsRead this episode’s transcript and full show notes on our website.Connect with Damion: Website | YouTube | Twitter

In this Episode we learn about eQRP. "The Ferrari of Retirement Accounts" Ultimate Flexibility, Control & Protection to optimize your investments. Get ready to accelerate your returns 10X faster than a traditional 401(k) plan or Self-Directed IRA! Enjoy the widest range of alternative investment options available. Get the freedom and security of total Checkbook Control.

Generally speaking, for most, the second largest percentage of an individual’s wealth is derived from their retirement accounts. The unfortunate circumstance is that one really can’t do much to control their retirement account, or so you may think...Our special guest on today’s episode is Josh Plave, Founder of Wall to Main. Josh is an expert in understanding how to take control of and leverage retirement accounts to invest in real assets like real estate. By structuring Self Directed IRA’s (SDIRA) and Checkbook Control, Josh has found his niche in maximizing the potential of his retirement accounts and educating others to do the same. Josh also specializes in helping investors use their retirement funds to passively invest in real estate.At a young age of 16, he opened his first Roth IRA due to the influence of his grandfather and mother who were both CPAs. He founded his company, Wall to Main, after the unfortunate passing of his grandfather and mother and funded it from the IRA’s he inherited from them. After forming his company, he pioneered the creation of the industry’s first UBIT calculator aimed to assist investors in calculating the expected taxation from using a Self-Directed IRA to invest. Josh provides all of the tips and tricks needed to invest quickly, safely and inexpensively with an existing retirement account.In this episode, we cover:What is a SDIRA and what are its limitations?When is the right time to utilize your self-directed IRAs and how to properly utilize it? What is UBIT and how does it impact our returns?How does the UBIT Calculator work and what benefits will it provide you as an investor?What strategies did Josh used to build his portfolio?What are some of Josh success stories?Tune in to the entire episode as Josh covers these informative points and so much more!Final Four Questions:1. What are the things that you do for your continued education to help further your investing?Josh: “For my continued education, it's interesting, it's kind of evolved. I've gone from, I started with podcasts. And, you know, I got all the basics. But once you become an operator, I don't listen to podcasts as much that kind of when I see an operator or someone with a special skill set that I want to listen to, I jump in, but I've really moved towards books, and specific, you know, topics that I'm really interested in at the time. And I found that it really is, it's a nice opportunity to expand my mind. I was never really into books early on and I've now read a couple hundred.”2. What have been some of the most impactful lessons that you've learned along the way?Josh: “People may have heard of before, but it's been really impactful for me is really focused on one thing. People get a lot of shiny object syndrome, especially when they have this entrepreneurial spirit and they want to build something for themselves or for their family. I talked to one guy, he does multifamily, he does office space, he does industrial he does this night and like he you know, he's got his finger in his hands and a lot of different pies and which is great. But I like to really master one specific topic. 3. What advice would you give to the listeners to help them grow their businesses?Josh: “It sounds so cliche, but really just educate yourself and stay curious. And so, just don't sit on your laurels, always make sure that you're learning. Stay curious as it makes you become a more well-rounded individual.”4. Tell the listeners how they can learn more about and get connected with you.Josh:Website: www.walltomain.com

When it comes to retirement accounts there is a language and set of acronyms that rival any other business out there. You have a myriad of choices - you are blessed with dozens of options and opportunities within those options. It can be complicated and confusing. Some will say “I prefer to keep it simple” and then proceed on a plan to own ten rental houses - The end. That can work, but you will be paying more in taxes, living on less, and will have missed a lot of opportunity on the way. Today I’m speaking with Damion Lupo who is going to turbo-charge your retirement plans and along the way he might just set your imagination on fire. There’s nothing like planning ahead, right? Ultimate Flexibility, Control & Protection to optimize your investments. Get ready to accelerate your returns 10X faster than a traditional 401(k) plan or Self-Directed IRA! Enjoy the widest range of alternative investment options available. Get the freedom and security of total Checkbook Control. Rollover your 401(k), IRA, SDIRA, 403b, 457, TSP and Solo 401(k)s into your eQRP® account But perhaps the most astounding part of this call is what we did not plan to spend a lot of time on - recovering from a business failure. Damion has an amazing story to share and I bet you will be encouraged and inspired when you hear this. And it’s coming up in a few minutes.  How to contact us www.RogerBlankenship.com. Leave a voicemail right from the home page! Facebook.com/flippingamericamedia Twitter and Instagram @FlippingAmerica Call our National Comment Line: 877-55-ROGER (76437)   ext 1. Leave your message or your question.  Email your questions to questions@rogerblankenship.com. Please always tell us where you are from. We like to know where the show is being heard. And let us know how you found out about us if you don’t mind.  Sponsors American IRA: www.americanIRA.com The Flipping America Buyers Club bit.ly/flippingamericabuyersclub.com Announcements: The Flipping America REIA meets every Wednesday from noon to 2 and Thursday from 7-9. You can join the REIA and learn real estate investing from the comfort of your own home, or get together with a few friends and form a chapter in your area. Learn more at flippingamericareia.com.   Flipping America App is in the app store. You can listen to the show, read the show notes, and the entire catalog of shows is now available to you. It’s a free download and there are no upsells or in-app purchases. Free to download, free to listen. Go ahead and give it a try and drop me a line and let me know what you think. FlipCalcs allows you to enter one data set about a property and consider up to six deal possibilities .  “Real Estate Investing Quick Start” Fifteen lessons to start your real estate investing career. Study from the comfort of your own home. I give you 8 action assignments in lesson 1 and show you how to complete them while holding your feet to the fire over the next 15 lessons. bit.ly/requickstart. News:  The evidence shows the truth - the real estate market is booming.  https://www.housingwire.com/articles/wow-6-million-existing-home-sales-however-context-is-key-with-2020-housing-market-data/?utm_campaign=Newsletter%20-%20HousingWire%20Daily&utm_medium=email&_hsmi=95826669&_hsenc=p2ANqtz-8SOIRfsHhJZ6bxec1tZ-wrQiuxEaFdDxaK8HECWysBMujjA8QUVBIhljw39NmwPuhfL0GwVe1Er8QWqqltcF19LW5MtgxCaoxN0zwToSDaUp2m4QQ&utm_content=95826669&utm_source=hs_email Questions: Ryan, Seattle, WA “What would your advice be for someone living in a high priced area such as Seattle?” Elinore, Covington, GA “Why is the MAO rule 70% of the ARV? I’ve never understood that. It seems arbitrary, and also a bit greedy.” Cary, Arlington, VA “It’s tough to find deals here right now. Wholesalers and banks are asking too much. Is it like this where you are? If so, what’s a fix and flip investor to do?” Motivational Quote: “It’s a slow process, but quitting won’t speed it up.” -Anonymous  

We know that having a diverse investment portfolio is important for you to be able to weather any storms. So, what if there was a way to use your 401(k) or IRA to invest in real estate? Luckily there is, and today’s guest, Dmitriy Fomichenko, is here to share more on solo 401(k)s and checkbook control, which are both vehicles that help you cast a wider investment net. We kick off the episode by learning more about what self-directed IRAs and solo 401(k)s are. We learn about the advantages of each of them, along with the specific criteria that need to be met to hold either of these investment vehicles. We then move onto why checkbook control is preferable over a custodial account. Not only it is more flexible, but you also save on fees. From there, we look at how W-2 employees can use a side job to benefit from UBIT tax. Finally, we round the show off with some final advice from Dmitriy and his last four questions. Be sure to tune in today!Key Points From This Episode:Learn more about Dmitriy’s background and what he’s currently involved with.Find out what self-directed IRAs are.Solo 401(k)s: What they are, fulfilling criteria to get one and some powerful benefits.Custodial account versus checkbook control: The differences and pros of a checkbook.Some common prohibited actions associated with 401(k)s and IRAs.Consequences of committing prohibited actions and the importance of knowing the ropes.The benefits of using a solo 401(k) over an IRA for real estate investing.How W-2 employees can benefit from UBIT and the importance of having multiple incomes.Find out how Dmitriy started investing in multifamily syndications.Self-directed IRAs and solo 401(k)s are incredibly versatile investment vehicles!Final four questions with Dmitriy His biggest mistake Tweetables:“Solo 401(k) is a great alternative to self-directed IRA. Solo 401(k) is specifically designed for those people who are self-employed or own a small business..” — @dfomichenko [0:04:36]“Solo 401(k) is designed as a trust of which you are the trustee as a client.” — @dfomichenko [0:07:46]Links Mentioned in Today’s Episode:Sense Financial ServicesFree Sense Financial Services ConsultationDmitriy FomichenkoDmitriy Fominchenko on Twitter FidelityCharles SchwabMerrill LynchWayne PattonWayne Patton’s phone numberLimitless EstatesLimitless Estates on YouTubeLimitless Estates Monthly MeetupLimitless Estates EmailPassive Income Through Multifamily Real Estate Facebook Group Free Call with Kyle or Lalita

Did you know you can use your retirement dollars to invest in alternative assets? You can use your retirement funds to open a Checkbook Control Self-Directed Solo 401(k) or Self-Directed IRA (SDIRA) account with Rocket Dollar to invest in private assets such as real estate, funds, startups, crypto, and more. No taxes, no penalties, no extraordinary fees. Just amazing opportunities for double-digit returns within your retirement account.   Today, Dan Kryzanowski from Rocket Dollar is here to share more about alternative investing, and how to determine if it's a fit for you. If you've ever wondered about investing with a retirement account, this episode of Investing in Real Estate is for you!   Want to learn more about checkbook control self-directed accounts? Visit Rocket Dollar's Knowledge Base, schedule a call or signup online today! Don't forget to enter referral code DKRYZANOWSKI to take advantage of $100 off.   Book a Call with Our Team

Trust vs SDIRA vs LLC....how do you decide?! On this episode of the Naked Notes podcast Mrs. Lynda Sands explains the difference and what is great (and not so great) about each of them. She gives her personal experiences  and hardships to show you how to best protect yourself and your assets. With over 41 years in the business, 18 of which have been dedicated to Land Trusts and Checkbook Control Trusts, there is nobody more equipped to walk you step-by-step through this sometimes confusing landscape. Jasmine and Natosha get some epic pro-tips from Lynda for the #NAPNation community that you will not want to miss. So, sit back, relax, and be prepared to learn from the best.    Check out Lynda's website for more information about her programs: https://www.dogtailpress.com/   Ready to join The Note Assistance Program? Go to our website at: www.noteassistanceprogram.com

Steven R. Sheppherd of www.CheckBookIRA.com Covers how a Check Book IRA LLC works. This gives you, the client, instant and complete control of your IRA funds which are held locally in an LLC Business checking account. You are named the manager with instant control.

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.

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...

In the second episode of IRA Financial Group’s podcast, Adam Bergman talks about the Self-Directed IRA with Checkbook Control.

As Americans, we are TRAINED to store away a percentage of our wealth to create a "cushion". We are conditioned to think that if we don't put money into investments, a 401k, or an IRA....we will have a miserable end-of-life experience. But is that true? Would we have any REGRETS about the way we handled our money? My guest today is an expert at rejecting regret. Damion Lupo is a best selling author in personal finance and the host of Transformation Nation podcast. Damion was once the owner of a self-established 20 million dollar business in real estate...but then lost it all and actually found himself 5 million dollars in the hole! You will love his story about how he RECREATED his financial position and CHOSE not to live in regret, but to learn from it. Damion now specializes in financial mentorship with the desire to help people become financially free through reinvention. He has sooooo many good nuggets to share with us today: ~Discover the Law of Awareness (see the opportunity and go do the work!) ~Find out the ONE question to get out of any funk in your business! He calls this "going conscious". ~Learn how to change your money mindset by shifting your environment. ~Identify the difference between pain of discipline vs. pain of regret. ~Master the financial trifecta in order to gain both money and fulfillment. ~Expand your money mindset on the issue of retirement! If you'd like to learn more about financially reinventing yourself, check out www.DamionLupo.com. You may also be interested in his best selling books: Reinvented Life Total Control Financial Guide to the QRP: How to get Checkbook Control of your 401K ROLLOVER Money Now! The QRP for Land Investors: How to Create 100 Years of Tax Free Wealth The QRP Book: How to get Checkbook Control of your 401k money now Maverick Mistakes in Real Estate Investing The QRP for Syndicators: Get all the Money you need to Fund your Big Deals Also I want to let you in on an EXCLUSIVE offer! Right now, I am giving all my listeners access to my 90-day action plan that will help you prioritize and plan your schedule with ease....COMPLETELY FREE!! If you would like to gain control of your life and spend more time doing the things that matter most to you, head on over to www.DeniseWalsh.com/action to download your free training NOW! (Valued at over $300. My gift to you!) Support the show (http://paypal.me/bwalsh)

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.  

Today's Guest Damion Lupo is a serial entrepreneur who's mission to free you from your financial shackles will change your though process! Damion Lupo is the founder of Total Control Financial, an alternative investment platform devoted to disrupting the typical IRA model and offering investment opportunities that give control to the individual and take out of the hands of Wall Street. He is no stranger to business development with 40 businesses under his belt. Damion has gained and lost and regained his fortune multiple times, and leveraged his experience into an 8 figure real estate investment business. Today he helps fellow entrepreneurs and small business owners to do that as well. From a College Bookstore owner out of his dorm room to a multimillionaire in his early 20's owning a portfolio he personally grew to 150 houses before the crash... And then a MAJOR reset on his outlook in life, business, values, and mission for existence. Today's powerful show will knock the socks off your real estate investor mind on multiple levels as we discuss: The QRP and Checkbook Control allowing you to own your own precious metals and hold them in your hand-- legally The Chinese Yuan and the next Global Power Move www.goldadvisor.com Determining your core values and your Mission in life www.blackbeltwealth.academy www.Damionlupo.com "Principles" by Ray Daleo Another episode you CAN NOT Miss from the Investor Empowerment Series Radio Show!!!

In today's episode of The Art of Passive Income, Mark and Scott Todd talk to Damion Lupo of Total Control Financial and founder of the eQRP. What is the eQRP and how did it come into existence? The eQRP is the ultimate tool to take control of your money—it's a way better option for people to do all of their investing. Damion has a background in real estate investing, developing and building. From there he worked in the metals world, gold and silver. After a customer approached him about using their retirement funds to buy metals it got him thinking. He wanted something different where we, the investors, are in control and someone else can't play roulette with our money. So he and his attorney did research and together they wrote, Total Control Financial Guide to the QRP: How to get Checkbook Control of your 401K ROLLOVER Money Now. In today's podcast Damion discusses: Everything you need to know about starting up an eQRP GREAT estate planning strategy tips What makes this different than buying and trading on Wall Street How much you can put in your eQRP a year And so much more! There is so much information in this podcast, Scott's head nearly explodes!  This podcast WILL move the needle in your life! And if you didn't get enough of Damion in this episode, be sure to join us at the next Bootcamp in Orlando, Florida where Damion will speak in depth on the eQRP.   TIPS OF THE WEEK Mark: Total Control Financial Scott:  Snapdex - A Wikipedia of snap chatters to find people to connect with. Damion: Grant Cardone's – The 10x Rule: The Only Difference Between Success and Failure   Bonus Book Tips! Mark asks the guys if they were stranded on a desert island what ONE book would they want with them to read over and over again. Scott: Think and Grow Rich by Napoleon Hill Damion: Essentialism: The Disciplined Pursuit of Less by Greg McKeown  Mark: Shantaram: A Novel by Gregory David Roberts—a fictional novel where Slumdog Millionaire meets Good Fellows. Isn't it time to create passive income so you can work where you want, when you want and with whomever you want?

Today, Clay Malcolm goes over the risks of using Checkbook Control IRAs. After breaking down the basics of Checkbook Control IRAs, learn about the balance of saving money and not taking too much risk. Do you want to be a real estate investor but need step-by-step guidance to help get you started? The Investor Machine is a 90-day program with training, weekly tasks, bi-weekly group calls, and more! Schedule a free call to discuss your goals today!

Today, Clay Malcolm goes over the risks of using Checkbook Control IRAs. After breaking down the basics of Checkbook Control IRAs, learn about the balance of saving money and not taking too much risk. Do you want to be a real estate investor but need step-by-step guidance to help get you started? The Investor Machine is a 90-day program with training, weekly tasks, bi-weekly group calls, and more! Schedule a free call to discuss your goals today!

Since the early 2000′s, the number of self-directed IRAs has more than doubled!  These plans give individuals the ability to invest into assets that they understand and can control such as real estate.  Investors who have knowledge and expertise in a particular investment can purchase them in a tax-free or tax-deferred environment The and Checkbook IRA and Solo 401k are viable solutions that allow you to investment in virtually any asset including real estate, provide you with “Checkbook Control” over your retirement account, and minimize or eliminate custodian fees. In this episode we talk to Dmitriy Fomichenko the founder and president of Sense Financial Services LLC, a boutique financial firm specializing in self-directed retirement accounts with checkbook control. We also take a look at another available turnkey investment property in our Deal of the Day segment. – – – – – – – – – – – – – – Download your FREE copy of: The Ultimate Guide to Passive Real Estate Investing. Get your FREE coffee mug by leaving us a Rating and Review on iTunes. Here’s how. See our available Turnkey Cash-Flow Rental Properties. Please give us a RATING & REVIEW (Thank you!) SUBSCRIBE on iTunes | Stitcher | Podcast Feed Learn more about your ad choices. Visit megaphone.fm/adchoices

Achieve prosperity with a Self Directed IRA or Solo 401(k). Listen or call in as we discuss the basics and benefits of setting up a self-directed retirement account with special guest and Self Directed IRA specialist Mark Friedman of Broad Financial. Self-Directed IRA's are being used to make alternative investment choices such as real estate investments, mortgages and trust deeds, tax liens, notes, gold and silver, oil and gas, and much, much more. Are you disappointed with the returns you are receiving or worried about the safety of your current retirement account? Have you suffered losses in the value of your current retirement plan or are you seeking a safer IRA investment alternative than the unpredictable and volatile stock market for your retirement funds? If you have answered yes to any of these questions then you need to know what smart and savvy Individual Retirement Account (IRA) owners (including Traditional IRA, Roth IRA, SEP-IRA and 401k plan owners) are doing to take direct hands-on control of their financial future - They are investing their retirement funds in thier own truly Self Directed IRA LLC with Checkbook Control (sometimes called a Checkbook IRA).