Podcasts about sdira

In this episode, Dave Putz and Nathan Turner sit down with Nate Hare from Directed IRA to dive deep into how note investors can use self-directed retirement accounts to build wealth tax-free. Nate explains the difference between traditional and Roth IRAs, how to contribute up to $70,000 per year using solo 401ks, and strategies like the mega backdoor Roth. The trio also covers legal compliance, using checkbook LLCs, and leveraging multiple accounts for one investment. If you're a note investor looking to raise capital or defer taxes, this episode is packed with actionable insights.Sponsored by Call The Underwriter, go to calltheunderwriter.com/jpk and get a free seller finance deal toolkit! To obtain this week's Real Estate Notes Show guest Nate Hare's information, use this link https://bit.ly/3FEZ69V**Never Miss a Live Show**, Add our Calendar to yours! Google - https://bit.ly/3Djr8GL Apple/Outlook - https://bit.ly/3Dhj9tyWe Buy Notes go to our site for more information! FAQs and Submit Your NoteWatch this video on Youtube: Watch VideoOur new Website Updated Tools, Resources, Bid Calculator, Education and over 100 assets for sale: ⁠https://www.jkpholdings.com/note-investor-education⁠Youtube Channel: https://www.youtube.com/c/JKPholdingsllc?sub_confirmation=1Upcoming Live Webinars: https://www.jkpholdings.com/webinarsDME (Diversfied Mortgage Expo) Note Conference Video Recordings - ⁠PurchaseSOCIAL MEDIAFB Group: https://www.facebook.com/groups/EastCoastDistressedNoteInvesting/Facebook: https://www.facebook.com/JKPHoldings/Linkedin: https://www.linkedin.com/company/jkp-holdings-llc#noteinvesting #mortgagenotes #investor #mortgagenote #realestate #realestateinvestor[00:00:00] Show Intro and Guest Update[00:01:03] Best DME Conference Success Story[00:02:29] Who the Conferences Are For[00:03:18] Toolkit from Call the Underwriter[00:04:24] Creating High-Value Notes[00:05:02] Funding Notes with Retirement Cash[00:06:42] Tapping 401k Money for Notes[00:08:54] Meet Nate Hare from Directed IRA[00:10:04] How Nate Got into IRA Investing[00:12:03] Why Use IRA for Note Investing[00:13:10] What You Can't Invest In[00:14:56] Real Estate and Notes in IRAs[00:17:02] Moving Money from Fidelity to SDIRA[00:19:02] IRS Stats on Wealthy IRA Investors[00:21:03] Using IRA to Lend on Notes[00:23:14] $7K vs $70K IRA Contributions[00:25:04] Traditional vs Roth Tax Benefits[00:27:11] Who Qualifies for Solo 401k[00:30:46] Real Estate Leverage with Retirement[00:32:04] Contribution Math Made Simple[00:36:12] Roth Conversions and Backdoor Strategy[00:38:54] Understanding Roth Income Limits[00:42:30] Legal Rules on Self-Directed IRAs[00:44:04] Who IRAs Can't Transact With[00:47:04] What Is a Checkbook IRA LLC[00:51:00] Partnering Multiple IRAs in One Deal[00:54:02] Raising Capital Using Other People's IRAs[00:56:00] Market Outlook for Alternative Assets[00:59:15] Show Wrap-Up and Next Steps

The wealthy are using one unique retirement account to build their fortunes tax-free. You may have never heard of it, but knowing about it can change the course of your retirement planning, allowing you to invest in much more than stocks, index funds, and bonds in your retirement accounts.  We're talking about making passive real estate income tax-deferred, flipping houses and sheltering the profits for when you retire, or having a rental property portfolio producing massive passive income, all with the tax benefits of your 401(k), IRA, or Roth IRA.  We're, of course, talking about the self-directed IRA (SDIRA) and the sizable benefits that come with it.  To help, John Bowens (Certified IRA Services Professional) from Equity Trust is on the show to share the tax advantages most Americans have zero clue about. Scott starts the interview by coming in hot, throwing out his most significant objections to an SDIRA. We were even surprised by just how many benefits this single account has and how you can use it in ways most people would never assume of a retirement account. We're talking about how to buy rental properties IN your retirement accounts (and profit from them tax-free/deferred), whether a self-directed IRA or 401(k) makes the most sense for you, the “material participation” rule that you CANNOT afford to break, and how much this account costs to set up. This is a game-changing account for retirees who want to live a rich life, so do not skip out on it! In This Episode We Cover Scott's biggest objections to the self-directed IRA (is he wrong?) How to get tax-free/deferred passive income from real estate in your retirement accounts  The one tax that you MUST know about before investing in an SDIRA  Can you get a mortgage for a rental property in an SDIRA? How much an SDIRA costs to set up and keep going (less than you'd think) And So Much More! Links from the Show Mindy on BiggerPockets Scott on BiggerPockets Listen to All Your Favorite BiggerPockets Podcasts in One Place Join BiggerPockets for FREE Email Mindy: Mindy@biggerpockets.com Email Scott: Scott@biggerpockets.com BiggerPockets Money Facebook Group Follow BiggerPockets Money on Instagram “Like” BiggerPockets Money on Facebook BiggerPockets Money YouTube Channel How to Access Retirement Funds Early Maximize Your Real Estate Investing with a Self-Directed IRA from Equity Trust Want More Smart Tax Strategies? Grab “The Book on Tax Strategies for the Savvy Real Estate Investor” Sign Up for the BiggerPockets Money Newsletter Find Investor-Friendly Lenders The Self-Directed IRA: What You Should Know About This Wealth-Building Tool Connect with John   (00:00) Intro (08:26) Tax-Free Real Estate Gains (16:45) One Tax to Watch Out For (19:59) Self-Directed 401(k)s vs. IRAs (27:36) Making $34,000 Tax-Free! (30:42) The "Material Participation" Risk (35:41) Financing Rentals in an SDIRA (39:40) SDIRA Fees and Costs (50:05) Completely Passive Income (51:56) Active Investing in an SDIRA Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-611 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Carson, the host of the popular Note Closures podcast and YouTube channel, recently shared his no-nonsense approach to raising capital for note investing. He challenges the common excuses investors make – lack of experience, fear of failure, and the dreaded "I don't have any money" – and reveals practical strategies for securing funding, even with limited resources. Get ready for a dose of real-world advice, seasoned with Carson's signature humor!Carson emphasizes that while using personal funds is ideal, it's not a requirement for success in note investing. He playfully points out that everyone eventually runs out of their own money, making it critical to develop strategies for securing external funding.Five Actionable Strategies to Raise Capital:Here are five actionable strategies from Carson's webinar to help you find capital:Tap into Self-Directed IRA Investors: This is where the magic happens! Carson highlights self-directed IRA investors as an often-overlooked source of funding. They often have significant funds sitting idle, earning minimal returns. By marketing directly to them, investors can potentially tap into a large pool of capital. Carson suggests using direct mail campaigns targeted at self-directed IRA account holders, adding a personal touch to increase response rates. Think of it as "warm-lead" marketing; these investors already have an established interest in real estate.Utilize Lines of Credit: Another readily available option is securing lines of credit through companies specializing in lending to real estate investors. While this involves some upfront cost, it provides a relatively quick and convenient way to access funds.Build a Powerful Network: Networking remains a critical component of success in real estate, regardless of how you acquire capital. Carson reminds listeners to actively engage in their local real estate investor community, attending meetups and building connections to find deals and funding sources. Don't be afraid to market your services and sell your expertise! It's like fishing; if you don't cast your line, you won't catch any fish!The Power of a Professional Website: Having a well-designed website, complete with social media profiles, is essential for establishing credibility and attracting potential investors and partners. The website is your "digital storefront" – it showcases your skills and experience, building trust and credibility.Leverage Virtual Assistants: Carson explains how virtual assistants can significantly boost productivity. They handle tasks like lead generation, marketing materials creation, and even initial outreach, freeing up valuable time for deal-making and closing.Beyond the Obstacles:Carson tackles the mindset challenges that often hinder investors, particularly the fear of failure and self-doubt. He encourages listeners to embrace their fears, view setbacks as learning opportunities, and persevere. His humorous anecdotes and relatable experiences make this aspect of the webinar both engaging and reassuring. Remember: The worst thing that can happen is that someone says no! And it's always easier to move forward after a "no" than when you're doing nothing at all.Conclusion:Carson's webinar delivers a wealth of practical advice and inspirational insight, particularly emphasizing the importance of networking, building relationships, and overcoming fear to achieve success. By adopting his strategies, aspiring note investors can significantly improve their chances of finding capital and growing their real estate portfolios. Don't be afraid to reach out – the potential rewards are immense!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes PinterestClick HERE to Get Your Road to Retirement Started Today with American IRA!

From scraping together a down payment to deploying millions, real estate investors face a unique set of challenges at every stage of their journey. Tune in as we explore the nuanced financial strategies, tools, and mindsets needed to succeed, whether you're just starting out or scaling an extensive portfolio. WHAT YOU'LL LEARN FROM THIS EPISODE   Three essential elements for real estate investing success How to honestly evaluate your readiness to invest and avoid costly mistakes Strategies for beginners to save for a down payment and gain the knowledge needed to start Why tracking your net worth is a game-changer for intermediate investors Benefits of permanent life insurance, self-directed retirement accounts, and HELOC on your investing journey RESOURCES MENTIONED IN THIS EPISODE Insurance Tips to Keep Your High-Yield Investments Profitable | Apple Podcasts  CONNECT WITH US: If you need help with anything in real estate, please email invest@rpcinvest.com  Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community Instagram: @ronphillips_ YouTube: RpCapital Get the latest trends and insights: RP Capital Newsletter

This Note Investing Case Study Will Blow Your Mind (and Maybe Your IRA)Hey note-heads! Welcome to another episode of The Note Closer Show, where we dissect deals, dish dirt, and deliver the delicious details of the note investing world. Today's episode is extra special, so grab your coffee (or tequila – we don't judge!), and let's dive in.We're exploding with excitement because one of our Newark coaching students just closed their FIRST EVER DEAL – and it's a doozy. Not only did they close in under 90 days, but they achieved a staggering 28% ROI (Return on Investment) in the first couple of years! And the cherry on top? They funded the entire thing with their self-directed IRA—making it completely tax-free! Talk about a win-win!Before we spill the beans on this incredible success story, let's make sure we're on the same page about what a Non-Performing Note (NPN) is. Basically, it's a loan where the borrower has fallen behind on payments. Secured Equities buys these notes at a discount, aiming to help the borrower get back on track or finding alternative solutions, and then reaping the rewards. Think of it as real estate's version of a fixer-upper—only way more profitable.This isn't a get-rich-quick scheme. A lot of folks think finding deals is tough, but the truth is, it's about knowing where to look (and having a good teacher!). This student went through a few duds before hitting the jackpot, which just goes to show the importance of persistence. Remember: even the most successful investors experience setbacks!Here are five key takeaways from this amazing case study:Fast ROI: This deal showcases the potential for incredibly quick returns in note investing. 90 days to a deal and a 28% ROI?! Yeah, that's what we're talking about.Tax Advantages of Self-Directed IRAs: Leveraging a self-directed IRA for note investing can significantly reduce taxes and increase your overall profits. Think of your IRA as a high-yield savings account that's also a real estate investment!Borrower Rehabilitation: The focus wasn't just on maximizing profit; the team worked to help the borrower get back on track with a Chapter 13 bankruptcy plan. This is not only ethical but can often lead to a more favorable outcome for everyone involved. It creates a win-win!Risk Mitigation: Through careful due diligence, the student identified a property with a clear path to profitability. They understood that while the home itself wasn't perfect, the numbers made sense and the strategy to help the borrower minimized risk.Power of Persistence: Remember, this success didn't happen overnight. This student went through several offers before hitting the big one. The key takeaway here is that even seasoned professionals face failures, it's about learning from them and moving on.This deal is a testament to the power of education, a strategic approach, and knowing where to find the deals. Note investing isn't just about finding cheap properties; it's about finding deals with good underlying value and sound financial strategies.Want to learn more about note investing and possibly turn your own IRA into a passive income machine?Check out our upcoming workshop in Austin, Texas! It's jam-packed with note-finding secrets, fundraising strategies, and deal structuring techniques. Get your discounted ticket now (before we change our minds). Visit HTTP://notebuyingfordummies.com to get started!Stay tuned for more exciting case studies, tips, and tricks. Until next time, keep closing those deals, and don't forget to subscribe for more Note Closer goodness!Watch the original VIDEO HERE!Book a call with SCOTT HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Unlock Your Retirement Riches: Self-Directed IRAs for Real Estate InvestorsLet's be honest: burying your cash under the mattress or hiding it in a can of tomatoes isn't a winning long-term investment strategy. But what if there was a way to secure your financial future, minimize taxes, and build wealth through real estate investments? This week on The Note Closure Show, we had Kyle Moody, Business Development Manager at American IRA, sharing his expertise on self-directed IRAs (SDIRAs). Get ready to ditch the piggy bank and embrace the power of smart investing!Kyle's insights come from years of experience working with real estate investors, just like you. He understands the unique challenges of our industry and the need for investment vehicles that deliver both flexibility and tax advantages. SDIRAs fit the bill perfectly.Why Self-Directed IRAs are Game-Changers for Real Estate Investors:Control Your Investments: Unlike traditional IRAs, SDIRAs give you complete control over your investments. You decide where your money goes, not some faceless financial institution. You can invest in a wide range of assets, including real estate, notes, private placements, and more.Tax Advantages: SDIRAs offer significant tax advantages. Contributions may be tax-deductible, and your investments grow tax-deferred, meaning you only pay taxes when you withdraw the funds in retirement.Flexibility: SDIRAs give you the freedom to invest as you see fit. Unlike 401(k)s, there are no restrictions on investment choices, nor any limits on the amount you can contribute each year. Protection: SDIRAs provide asset protection that traditional IRAs often lack. Your assets are shielded from creditors and lawsuits, offering valuable peace of mind. Leveraging Other People's Money (OPM): An SDIRA allows you to leverage OPM (other people's money) through joint ventures and syndications, exponentially expanding your investment potential.Humor and Relatable Moments:Kyle's story was filled with relatable anecdotes about the frustrations and triumphs of building a successful real estate business. He shared stories about dealing with bureaucratic hurdles (like the infamous "medallion stamp") and the importance of choosing a provider that offers top-notch customer service. American IRA's commitment to personal service makes them stand out from the crowd, according to Kyle and Scott.The discussion also touched on the various types of SDIRAs available (solo 401(k)s, traditional and Roth IRAs, etc.), the different contribution limits for each, and the importance of working with a qualified CPA and attorney to optimize your tax strategy. Kyle emphasized that while SDIRAs are not for everyone, they can be incredibly powerful tools for building wealth through real estate and other strategic investments.Actionable Steps for Real Estate Investors:Research and Choose a Provider: Do your homework and find a reputable SDIRA provider with exceptional customer service.Set Your Investment Goals: Determine your investment strategy and asset allocation.Establish Your SDIRA: Once you've chosen a provider, open your SDIRA account.Fund Your Account: Begin contributing to your SDIRA as soon as possible. Remember, time is money in the world of investing.Scott and Kyle make a powerful team, bringing their insights and expertise to the topic of investing for the future. Their podcast offers practical advice, relatable anecdotes, and a few laughs along the way. It's a must-listen for any real estate investor looking to build a secure financial future!Book a call with KYLE HERE!Watch the original VIDEO HERE!Book a call with Scott Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Raising private capital is the lifeblood of any real estate investor who plans on being a long-term investor. But how do you find and connect with sdira investors to get them to start funding your deals? It might seem complicated at first but when you see how simple the process is when you've put some simple features in place to build credibility and touch your IRA investor contacts numerous times.In this episode, Scott shares:How to use NETRONLINE.com to find SDIRA investors at the County Appraisal websites.How to find the correct mailing address of IRA Investors by reverse engineering addresses.How to use LinkedIn and social media to find the contact info of investors.What to share on your social media profiles to build report with investors.Why Q1 is the best time to market for private money investors.Why waiting to start building your money marketing tools is the biggest mistake most investors make.How to stand out from the competition to get SDIRA investors to say YES to your deals.Watch the original VIDEO HERE!Book a call with SCOTT HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/In today's podcast, we dive into utilizing qualified retirement plans, such as self-directed IRAs and solo 401ks, for business owners and side hustlers. We discuss the recent Fed rate cut and its impact on the economy and interest rates. The importance of value-added real estate deals, private equity, and the strategic use of retirement accounts for high volatility investments like cryptocurrencies are covered. We also explore tax benefits of different investment strategies, leveraging non-tax advantaged funds, and the hierarchy of financial objectives. Finally, we offer insights on the optimal use of various investment vehicles to achieve financial freedom and effective wealth management.07:32 Exploring Advanced Tax Strategies and Investment Vehicles10:30 The Bucket Theory Reimagined: Financial Planning Over Time Hosted on Acast. See acast.com/privacy for more information.

Self-Directed IRAs: Maximize Returns and Take ControlHave you heard these myths about self-directed IRAs in real estate investing? Myth 1: Self-directed IRAs are only for the wealthy. Myth 2: Self-directed IRAs are too complicated and risky. Myth 3: You can only invest in stocks and bonds with an IRA. I will reveal the truth behind these myths, but first, let's dive into the real advantages of using self-directed IRAs in real estate. We'll spend time talking with Jaime Raskulinecz, CEO and Founder of Next Generation Trust Company, about the different advantages of using a SDIRA in your investing and diversification.In this episode, you will be able to:Discover the advantages of self-directed IRAs for maximizing retirement earnings with alternative investments.Learn the potential for higher returns by investing in real estate within your IRA, unlocking new opportunities for growth.Navigate the complexities of avoiding prohibited transactions in IRAs, ensuring compliance and safeguarding your retirement savings.Explore effective Roth IRA contribution strategies to optimize tax advantages and build a more robust retirement portfolio.Diversify your retirement investments beyond stocks to mitigate risk and potentially enhance long-term financial security.How Next Generation Trust Company was started and how it differs from other SDIRA companies.Open an account with Next Generation Trust Company HERE!About Jaime Raskulinecz: Jaime strives to empower clients with the knowledge needed to shape their financial future proactively and is a frequent speaker on non-traditional investments within retirement plans.Ms. Raskulinecz has more than a decade of experience within the real estate industry. She has served on the executive board of the Institute of Real Estate Management, Chapter 1 in New Jersey. Ms. Raskulinecz has been frequently interviewed and asked to contribute to articles about self-directed investing which have appeared in The Wall Street Journal, BusinessWeek, InvestmentNews, Financial Advisor Magazine, Investment Advisor Magazine, FoxBusiness.com, NJBIZ, The Record, RIS Media and Real Estate Weekly. She has recently been recognized by Real Estate New Jersey as one of their “50 Women of Influence” (2207 & 2008) and by the New Jersey Association of Women Business Owners (NJAWBO) as one of the “30 Most Successful New Jersey Women Business Owners.” Entrust Northeast was also selected as a “Best Practices In Marketing” finalist by The New York Enterprise Report for the firm's education outreach to the public regarding real estate investing in self-directed accounts.Watch the original VIDEO HERE!Book a call with Scott HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Earn Above Average Returns With Under $25KI know that many new investors struggle to do their first deal. They overthink the process and will often struggle with "overanalysis paralysis" when it comes to pulling the trigger. But you will learn more about investing in a niche by doing your first deal than you would if you took every class on the subject. The same is for note investing, but we have a solution for you! This episode is designed to help you pull the trigger!We've got a list of 12, small-balance, performing, first liens available for sale from a client of ours. All of these notes are well seasoned, performing, and are backed by property values way above the payoff balances. The best thing about this is that you can step into some cash flow and earn a decent return without breaking the bank. With balances ranging from $3K to $37K, you can cherry-pick this list with most selling for under $25K! This is a great opportunity to help you put your small balance SDIRA, ESA, or HSA to work today!DOWNLOAD THE LIST OF NOTES HEREAll of these loans are serviced with Madison Management and have clean collateral files! There are ZERO broker fees as we are just helping our friend move these notes so that they can raise some capital for another deal (If you wanted to pick up the whole tape, you could do so for $175K). WATCH ME GO THROUGH THE TAPE HERE!BOOK A CALL WITH SCOTT HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Today's episode is the next in my series covering some of the key tax benefits of investing in real estate and my guests are the CamaPlan duo of Joe Fulvio and Will Mucker. CamaPlan is a company that specializes in self-directed IRAs (SDIRAs) and Joe and Will share their insights into how to create SDIRAs, the regulations around them, and how they can be used by real estate investors. We begin by defining SDIRAs and exploring how they differ from traditional IRAs and 401(k)s and then we focus on how investors can use these accounts to invest in real estate syndications to  generate tax deferred (or tax free) returns. A significant portion of our discussion covers the tax implications of using an SDIRA and the push back you may have heard from your accountant – as I did when I first researched this type of retirement planning. We cover the concepts of UBIT (Unrelated Business Income Tax) and UDFI (Unrelated Debt-Financed Income), which can trigger taxes within the SDIRA under certain circumstances and is what led to my accountant advising (erroneously it turns out) against using these instruments. You'll learn two main things from today's podcast; one, you should definitely investigate setting up and SDIRA if you have not already done so, and two, to ask your accountant for more information. These things are not as easy as they appear at first glance so working with someone knowledgeable is going to be important. **** In this brand new podcast series at GowerCrowd, The Real Estate Reality Show, we take a realistic view of commercial real estate investing, providing pragmatic insights for passive investors who are looking for sponsors they can trust and distressed opportunities they can invest in. You'll find no quick fixes or easy money ideas here, no sales pitches, big egos or hype. You'll learn how to build your wealth while protecting your capital investing as a limited partner in commercial real estate investments, even and especially during an economic downturn. Subscribe to our free newsletter here. 

Find out how a self-directed IRA differs from a regular one, who can benefit from using one, and other types of self-directed accounts you might consider.Money Girl is hosted by Laura Adams. A transcript is available at SimplecastHave a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308.Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.Money Girl is a part of Quick and Dirty Tips.Links:https://www.quickanddirtytips.com/https://www.quickanddirtytips.com/money-girl-newsletterhttps://www.facebook.com/MoneyGirlQDThttps://twitter.com/LauraAdamshttps://lauradadams.com/

In this episode, IRA Financial founder Adam Bergman discusses Self-Directed IRA investments for 2024. Tune in and learn how to diversify your retirement!

In this episode of AdBits, Adam Bergman discusses the benefits of a Self-Directed SEP IRA. Learn how you can take control of your retirement account today!

Investing with Taylor at www.investwithtaylor.com Start your Solo 401k or SDIRA at www.passivewealthstrategy.com/rocket/ Brian Boyd is a tax attorney and experienced real estate investor. He has a master's degree in tax from Georgetown Law School and has written a book on building financial independence and tax-advantaged wealth through real estate investing. Brian offers coaching, mentoring, and online courses on tax and real estate matters. Summary: In this episode, tax attorney and real estate investor Brian Boyd shares key tax mistakes and misconceptions that many people have. He emphasizes the importance of understanding the tax rules and seeking professional advice. Brian discusses topics such as passive activity losses, the short-term rental loophole, the heavy equipment tax deduction, and writing off car purchases on taxes. He also highlights the potential benefits of real estate investing and the need to educate oneself on the tax advantages. Brian encourages readers to read his book and take the time to understand the tax laws and regulations surrounding real estate investing. Key Takeaways: Passive activity losses can be used to offset income from real estate investments, but there are specific rules and exceptions that need to be followed. The short-term rental loophole allows individuals who spend at least 100 hours a year on a short-term rental property to apply the tax benefits to their W-2 income. The heavy equipment tax deduction, under section 168K, allows real estate investors to write off a portion of the purchase price of qualifying vehicles used for business purposes. The bonus depreciation rule for heavy equipment allows for a 100% write-off in 2022, with decreasing percentages in subsequent years. It is important to track business use and consult with an accountant or tax professional to ensure compliance with the tax rules.  

$30 Trillion - that is what is on the table! Are you tapping into this money that has already been designated for investing in USA retirement accounts? Mat Sorensen dove into how to unlock this capital and what you need to say to get people to take it out of the stock market on the full show.   Some topics we covered on the full episode include: Assisting clients raise capital for their own deals Being an Attorney and a real estate investor Raising from IRA's There is $30 Trillion in Retirement Accounts in the USA Retirement Money is already set aside for investing! TWO parts to the process 1. You must know enough to educate people about it. 2. You have to be able to execute on the strategy. You must be able to walk your investors through the process Mat targets Capital Raisers in his business to help them raise People are sick of the stock market roller coaster - use that pain point! There are 3 steps 1. Open a SDIRA 2. Move the Money 3. They Authorize the Investment When they don't want to move money, ask them, "What did they make in the stock market last year?" Ask them how their 401K is doing? - Pain Point! Ask them, "What is the total return they made?" People are drawn to investing in RE because its more reliable than stocks The process to move the money takes about 2 weeks UBIT Tax - Unrelated Business Income Tax Unrelated Debt Financed Income Tax Ways to avoid UBIT Tax The different vehicles that are available Know your personality type and partner with people who can cover your weaknesses Find mat at directedira.com or matsoresen.com   Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST capitalraisingmeetup.com   Book a call with Ruben at calendly.com/rubengreth   If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/#   Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com

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

Mat talks to us about the process to move limited partners to self direct their retirement accounts.   Some topics we covered on thes show include: Assisting clients raise capital for their own deals Being an Attorney and a real estate investor Raising from IRA's There is $30 Trillion in Retirement Accounts in the USA Retirement Money is already set aside for investing! TWO parts to the process 1. You must know enough to educate people about it. 2. You have to be able to execute on the strategy You must be able to walk your investors through the process Matt targets Capital Raisers in his business to help them raise People are sick of the stock market roller coaster - use that pain point! There are 3 steps 1. Open a SDIRA 2. Move the Money 3. They Authorize the Investment When they don't want to move money, ask them what did they make in the stock market last year Ask them how their 401K is doing? - Pain Point! Ask them what is the total return they made? People are drawn to investing in RE because its more reliable than stocks The process to move the money takes about 2 weeks UBIT Tax - Unrelated Business Income Tax Unrelated Debt Financed Income Tax Ways to avoid UBIT Tax The different vehicles that are available Know your personality type and partner with people who can cover you weaknesses Find mat at directedira.com or matsoresen.com   Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST tinyurl.com/454zhv9r   Book a call with Ruben at calendly.com/rubengreth   If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/#   Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to The Family Office Club Advisors. https://familyoffices.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/  

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about taking RMDs from a Self-Directed IRA LLC, setting up multiple LLCs for real estate properties, and how to rollover a regular IRA to a Self-Directed IRA.

rereaPersonal Finance Lessons with Curtis May If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777

Greg Herlean is the founder of Horizon Trust Company, which helps individuals make the most out of their retirement funds through self-directed IRAs and alternative investments. He is an SDIRA expert and he is on the show today to share his story with us and tell us the lessons that entrepreneurship has taught him over the years.   Listen to this episode to learn more about Greg, his story, and the importance of    Key Talking Points of the Episode   00:00 Introduction 01:06 Who is Greg Herlean? 04:05 How did Greg learn to prioritize his family over business? 05:55 Why is it important to prioritize your family over your business? 08:51 What are the factors that influenced the growth of Greg's business? 11:42 How is Horizon Trust structured today? 17:05 What are the trends in alternative assets today? 22:12 What opportunities in real estate are people pursuing more today? 23:10 Why should people invest in funds more than single-family properties? 24:49 What is the best way to start raising private capital? 26:29 How flexible can lending through a self-directed IRA be? 28:02 How can self-directed IRAs help you grow businesses? 31:30 How do taxes impact self-directed IRAs? 33:02 What are the stupid things people do with their self-directed IRAs? 34:25 Why is it important to really know who you're investing with? 35:30 How can you make sure you're investing in the right assets? 38:54 What is Greg's advice for new entrepreneurs today? 40:25 How can hands-on work help you gain more experience? 42:47 Why is it important to identify your goals when you're building a business? 44:50 How can you get in touch with Greg and his team?   Quotables   “For me, if I know that my house is paid off and I have x amount of cash in the bank, I can sleep better at night. When you sleep better at night, you make better business decisions and also with your family life, it's better.” “It doesn't matter who you hire. If you're the owner, there is a difference being in your business.” “If there's so much hype and you have to do it, you probably don't have to do it.”   “If you're around successful people in a space you wanna be in, you'll shave literally years off your experience in building a business.”   Links   Website: Greg Herlean https://www.gregherlean.com/   Website: Horizon Trust Company https://www.horizontrust.com/   Website: RCN Capital https://www.rcncapital.com/podcast    Website: REI INK https://rei-ink.com/ 

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about setting up a Solo 401(k) for a charity, converting an annuity to a Self-Directed IRA, and using ROBS to purchase a property and manage it with a C corporation.

Finding investors to fund your deals always seems like one of the hardest things for new note and real estate investors to achieve. Luckily it is actually a lot easier to do IF you follow a simple plan of action. In this episode of Note Night in America, Scott Carson shares how he finds, contacts, and converts investors into funding partners to fund his note deals. You'll enjoy this simple process to find hundreds of investors located in your market and the markets that you invest in.Watch the original video HERE!Book a call with Scott HERE!Sign up for the next Note Night in America HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join Note Night in America community today:WeCloseNotes.comScott Carson FacebookScott Carson TwitterScott Carson LinkedInNote Night in America YouTubeNote Night in America VimeoScott Carson InstagramWe Close Notes Pinterest

In today's Tax Tuesday episode, tax experts Toby Mathis, Esq., and returning guest Jeff Webb, Esq., CFO of Anderson Business Advisors discuss a number of common tax topics including IRA to Roth conversions, real estate depreciation deductions, LLC's, S-Corps and Sole Proprietorships, gifting vs. inheriting property, and the title question about structuring your real estate business. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: "If I move money from my SDIRA, which stands for self-directed IRA, to a Roth self-directed IRA, can I use bonus depreciation from real estate owned outside of my IRAs to offset the taxes I owe from the Roth conversion?" - It's really going to depend on where that depreciation is coming from. "I'm new to real estate investing and haven't purchased the property yet. Do I need to have an LLC to claim deductions this year on real estate–related expenses already incurred?" - An LLC really has nothing to do with taxes. It is strictly for liability protection, and asset protection. "I'm a small business owner with three other employees working for me. I'm trying to open a solo 401(k) or some other retirement plan for myself as an owner. I believe I need to offer the same to my employees as well, which I can but am not interested in offering any matching contributions to other employees. How does it work? What is the best way to set this up?" - yes, you can open up a 401(k) and have your employees participate assuming they're eligible to participate. However, you can't pay yourself a match and not pay them a match. You have to treat everybody equally. "I won $10,000 worth of furniture from a raffle or gaming event. How do I report this on my income tax?" - Whoever you won it from should be issuing you a 1099 miscellaneous with $10,000 of other income on it. You'll record it on your tax return as other income. "I'm a realtor operating as a sole proprietor. Should I be operating under a different entity to minimize taxes and liability? Over the years, I've received conflicting information and just don't know." - the math is 14.1% in addition to your state income taxes, in addition to your federal income taxes. The way you nix that is you run it through an S-corp or an LLC taxed as an S-corp. "At what point in my real estate operation should I move from a single-owner LLC to S-corp for tax purposes?" - If we're talking about investment real estate and rental properties, you don't ever want to put them in an S-corporation. It's a bad idea. "If I transfer my rental property into an LLC for the purposes of depreciation, will the LLC get a step up and basis to the current market value of the property? Or will the LLC inherit my lower basis? - If you contribute property to any kind of entity that you own, it gets your basis. “Do unrelated businesses have to have separate schedule Cs or LLCs, or can I rebrand myself on my Schedule C, DBA, JL Enterprises, and put everything together? What are the advantages or disadvantages?" -...most times I don't see a whole lot of advantage to grouping unless it's a real estate activity with an operation or something like that. "In my father's will, he's leaving me a house." Yes. "I've been living in it for nine years." "If he puts my name on the title now along with his name, will I have to pay more taxes? I prefer to do that now. What would the difference be? He does have a living will." - He would have to file a gift tax return for his basis in that half, or actually its fair market value on that half. I'm not a big fan of mixing things up under these circumstances… "We are fixing the downstairs area of our home to rent out as a short-term rental. Are there any expenses that can be used in tax deductions? Should we run it under an entity?" - The repairs that you're doing down there would be deductible. If you're doing improvements to the property, it would be depreciable. Send us your questions, and check out the event schedule listed in the resources section. Resources: Infinity Investing https://infinityinvesting.com/ Email us at Tax Tuesday taxtuesday@andersonadvisors.com Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/ Anderson Advisors https://andersonadvisors.com/ Anderson Advisors on YouTube https://www.youtube.com/channel/UCaL-wApuVYi2Va5dWzyTYVw Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq  

Investing offers a variety of choices for individuals to consider. While many investors have shown interest in mutual funds, real estate investments through a self-directed Individual Retirement Account (IRA) come with their own set of advantages.   In this episode, we'll discuss the benefits of investing in real estate using a self-directed IRA. By understanding these advantages, you can make informed decisions to potentially maximize your returns and accumulate wealth. If you are looking to diversify your portfolio through the power of a Real Estate IRA, this is a great place to start.    EPISODE HIGHLIGHTS:      Understanding Self-directed IRA  What are the Benefits of SDIRA?  Self-directed IRA Real Estate Investing Tips  Biggest Mistakes for Successful Wealth Growth  Dan Kryzanowski is a successful real estate advisor, investor, and partner. With a proven track record of raising millions of dollars from various sources, including accredited investors and family offices. Dan specializes in niche segments such as industrial and self-storage properties. He possesses a deep understanding of tax-advantaged investing strategies, providing valuable insights to his clients and partners.   His expertise was cultivated through leadership roles at GE Capital in Mexico and South America. As a Wharton graduate and MBA with Distinction from Thunderbird School of Global Management, Dan brings a wealth of knowledge and experience to the table. He holds licenses for Series 7 and Series 66 and is known for his exceptional organizational and leadership skills. Dan resides in Austin, TX, with his wife and son, balancing his professional achievements with his personal life.  Connect with Dan   LinkedIn   Website   Did you enjoy today's episode?       Please click here to leave a review for The We Build Great Apartment Communities.   Be sure to subscribe on your favorite podcast app to get notified when a new episode comes out!       Do you know someone who might enjoy this episode? Share this episode to inspire and empower!       Connect with John Brackett and We Build Great Apartment Communities       Instagram @webuildgreatcommunities        Facebook @buildingreatcommunities        LinkedIn @brackettjohn        Website www.fidelitybps.com       Subscribe to The We Build Great Apartment Communities   Apple Podcasts        Spotify     Do you think you would be a great fit for the show? Apply to be a guest by clicking here.       Fidelity Business Partners, Inc.       6965 El Camino Real Suite 105-190       Carlsbad, CA 92009       D: 760-301-5311       F: 760-987-6065     

Performing notes that have a ton of equity are often a pretty easy slam-dunk investment for investors looking for regular cash flow and a decent return for the SDIRA. But there are still a few things that you need to watch out for. On this episode, Scott Carson shares a performing note case study in Harrisburg, PA. He shares the numbers, why this might be a deal or a dud, and his thoughts on making an offer that makes sense for the note buyer and not just for the note seller.Watch the original video HERE!Book a call with Scott HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Meet Dan Kryzanowski, the real estate investor who left the corporate grind for a more financially independent lifestyle. Dan is an experienced investor who is enthusiastic about self-storage and industrial markets. He has knowledge in crowdfunding and house flipping and is eager to share his expertise and insights in these areas. He emphasizes the importance of diversifying investments and taking control of one's finances. Listen for tips on using retirement funds to invest in private real estate and creating more freedom for yourself. “This is one life, this is one book of assets that we have, don't wait that long, and just be beholden to whatever the fidelity year 2100, or 2050 fund is giving you. There's a lot more that you can do.” HIGHLIGHTS: Here's a breakdown of what to expect in this episode: ✅ Dan's journey from a successful career to becoming a real estate investor ✅ The benefits and potential risks of crowdfunding for real estate investments ✅ Dan's outlook on self-storage and industrial real estate markets ✅ The importance of diversifying investments and not solely relying on financial advisors ✅ Using retirement funds to invest in private real estate while still maintaining a healthy retirement account ✅ Simple routines to maintain a healthy mind and body while investing in real estate ✅ Overcoming the limiting belief of having to work until retirement age and finding ways to create more freedom through real estate investment.  

Investing your IRA into a Small Business is HUGE for getting the ball rolling and staying ahead while avoiding a bank loan. Diversify your investments and start looking into using your IRA or 401K to fund your business and get it off the ground!. Small businesses might need your money. Learn how to take control of your retirement - https://directedira.com/Self-directed IRA Podcast - https://matsorensen.com/podcast/Be an expert/shop my products - https://shop.matsorensen.com/Blog & Articles - https://matsorensen.com/blog/

Join host Jonathan Hayek with guest Mat Sorensen, CEO of Directed IRA. Mat is an attorney an expert in investing in real estate with a Self Directed IRA (SDIRA).  Enjoy hearing about:- How to grow your retirement account tax free- What restrictions there are on investing with an SDIRA- The exact steps you need to take to invest in a SDIRA- The basic principals Mat used to grow his business massively- Plus tons more!Connect with Mat:Mat Sorensen Social Channels:YouTube: https://www.youtube.com/@MatSorensenInstagram: https://www.instagram.com/matsorensen/Facebook Personal Friends Page: https://www.facebook.com/mat.sorensen.1Facebook: https://www.facebook.com/MatSorensenSDIRALinkedIn: https://www.linkedin.com/in/matsorensen/Twitter: https://twitter.com/matsorensenTikTok: https://tiktok.com/sorensenmatDirected IRA Social Channels:LinkedIn: https://www.linkedin.com/company/directedira/Facebook: https://www.facebook.com/directediraInstagram: https://www.instagram.com/directedira/Twitter: https://twitter.com/DirectedIRASupport the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastAbout Mat Sorensen:Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and an expert author at Cryptopedia. He is a go-to guest speaker for financial, tax, and legal podcasts, Live events, and conferences.* Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/. * Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com.

Take the fate of your retirement off the stock market and invest in something more stable with Josh Plave, who outlines different ways to use your self-directed IRA in real estate. So, tune in to gain valuable insights and turn your early retirement dream into reality!   Key takeaways to listen for How to start investing using your retirement account and self-directed IRA Things to look out for before using your SDIRA to invest in real estate 2023 real estate market and interest rate outlook The significance of focus and specialization in achieving real estate growth Surprising time freedom benefits of real estate investing   Resources Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle and Mass Market Paperback  Vanguard Fidelity Investments Blue Ocean Strategy, Expanded Edition by W. Chan Kim | Kindle, Hardcover, and Paperback To get access to Josh's UBIT calculator for Limited and General Partners, go to ubitcalc.com   About Josh Plave Josh is the founder of Wall to Main and a full-time multifamily investor. Holding a portfolio of over 1,500 units across seven markets, Josh is a General Partner across 10 properties spanning 800 units. Josh's experience in retirement accounts began at 16 when he opened his first Roth IRA and began trading equities. ​Since then, after the unfortunate passing of his grandfather and mother, he was left with multiple Inherited IRAs. Through careful research and structuring, Josh has been able to further the legacy of prior generations and accelerate the growth of his family's capital. This experience led to the creation of Wall to Main, where the lessons learned and opportunities found are meant to be shared, free of cost, for those who seek to preserve and grow their wealth for a prosperous future.   Connect with Josh Website: Wall To Main Investments LinkedIn: Josh Plave   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   SPONSOR Hire Tomorrow Whether you're trying to hire a full-time employee or a contractor to fill a gap, Hire Tomorrow can help. Hire Tomorrow is a boutique recruitment firm that has successfully filled Sales and Marketing, Human Resources, and Technology positions with companies ranging from Startups to Fortune 500. Check out Tomorrow.com or contact Recruiting@HireTomorrow.com for more information.

Welcome to another episode of the Tax Tuesday show. Host Toby Mathis, Esq., joins our regular guest Eliot Thomas, Esq., Manager of Tax Advisors at Anderson Business Advisors, to help answer your questions. We send a big thank you to all our people online answering your questions today - Troy, Tanya, Sergey, Ross, Kurt, Kenny, Jared, Dutch, Dana, Patty, and Matthew are all on. On today's episode, Eliot and Toby answer listener questions including a very detailed question on inheriting rental properties, a question on crypto-currency and taxes, one on hiring and paying your children, and we answer the title question on structuring small businesses using an S-Corp. If you have a tax-related question for us, submit it to taxtuesday@andersonadvisors. Highlights/Topics: "What is an installment sale on real estate? How do you utilize it within the tax code?" - An installment sale simply means that you're getting payment over more than one year. It could be for two years, it could be for 20. "What happens to accumulated depreciation on rental property when the owner passes away? Does the person inheriting the property need to account for depreciation recapture from the deceased owner when you later decide to sell that property? If the person inheriting the property gets a step-up in basis, does that new basis now become the basis to calculate depreciation on if you keep the property? Can the person inheriting the rental property also have a new cost segregation done? And would that be affected by any cost segregation done previously? Any other tax considerations to be aware of when inheriting rental property?" — It goes away.  Don't gift it to your kids before you die! Your new value “step up in basis” is what you calculate from.  New cost-seg, yes, nothing relates to the old cost seg. "I received a 1099 INT from a bankrupt crypto company I invested with called Celsius." The money on the 1099 never touched my bank account as it is currently locked in a crypto wallet on their website for the last eight months. It was interest from USDC coins I staked, but I left it all in the wallet to reinvest. Am I supposed to pay taxes on this money that I never received, or can I leave it be and ignore it until the bankruptcy is resolved?" – you need to report it and you need to pay tax on it. "How does the tax law treat the hiring of children by an LLC? At what age can they be hired? Which circulars discuss this?" - when they're under 18, no Social Security, no Medicare taxes on those, but they must be paid by an LLC that's owned by mom and dad if it's a disregarded LLC or a partnership, and they have to be paid as W-2 employees. "I'm using the home office and depreciating part of the house. How will it look on the taxes that the year I sell it?" – I like using the administrative office in the home and having an S-corp, a C-corp, or an LLC taxed as an S-corp or a C-corp, reimbursing me for the value of my space because then I don't have depreciation recapture. "Are there any tax deductions for real estate held in a self-directed IRA?” When you see SDIRA, that just stands for self-directed IRA. - you're going to lose out on those big things like depreciation, et cetera, so no tax benefit. “I was hit hard with UBIT inside my Roth, where I owed $200,000 on a $400,000 gain. The company is no longer in business, trying to scratch back any part of the UBIT. Is it possible that it happened?”-- It was leveraged. Valerie, this is unrelated debt financed income. Yes, there is something you can do. "Can you explain S-corp taxes with shared distribution? When it's time to file taxes, do we pay taxes on all shared distributions?" Do you have to pay taxes on everything you receive or just the profits, et cetera? - An S-corp has two primary ways of getting paid as an owner, shareholder. One would be W-2 wages and the other is all the other income. "I started in LLC, C-corp with Anderson advisors on October 22 for real estate. I have paid $20,000-plus in networks, education, probably getting training. I did not do any deals and 2022 for my new real estate business. Can I still write all that off for the business? I have used my personal credit card to make purchases for the new REI business, real estate business. Since I do not have a business credit card, did I break the corporate veil?" – Yes, you can deduct those expenses. They are going to go on your C-corporation. If they were incurred prior to the date of incorporation, there'll be what we call startup costs. What org structure for small business is audited the least and provides the lowest tax liability?" – That's going to be your S-corporation, typically. It's going to give you a lot of deductions and reimbursements that you can take advantage of. "How do I best utilize my C-corp status for tax savings and investing in real estate? We have my 1099 paycheck going to our C-corp bank account and then pay out about half of it to our personal bank account as a paycheck. How do I utilize the other half that's sitting in the C-corp accounts, such as to buy new short-term rental or long-term rental investment property?" - the C-corporation, before you do the loan, you can take a lot of reimbursements—accountable plan reimbursements, corporate meetings for 280A, medical reimbursements. That all gets some money out to you tax-free deduction to your C-corporation. Get these first, then take a loan. Rapid-fire chat questions answered at the end of the show Resources: Email us at Tax Tuesday taxtuesday@andersonadvisors.com Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/ Anderson Advisors https://andersonadvisors.com/ Anderson Advisors YouTube http://aba.link/youtube Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq  

On this episode of the Note Closers Show, Scott Carson shares why you must start contacting banks and asset managers now if you want to be around when they start moving nonperforming assets. Scott shares his strategies for contacting asset managers online, via LinkedIn, and via email. He also discusses why he is doubling down on marketing to his banking contacts as asset managers everywhere are looking at their books. Scott also shares why and how he is looking to raise as much private capital as possible from SDIRA investors.Watch the original video HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Lee Johnson, a successful syndicator in over 25 deals, came on to chat about raising capital from retirement accounts and why there is a slow down in investor sentiment across the industry. In our full show Lee crushed it and broke down tons of intracies on syndication mindset and philosophy. Some topics we covered were: Syndicating instead of using your own cash. Scaling uncommonly fast. Transitioning from Fix and Flips. Getting out of a high tax bracket. Tax deductions, creating generational wealth & multifamily benefits. Raising from 401K's, SDIRA's and QRP's. Going from Investing in Crowd Funds to directly with Sponsors. Learning what's good by investing passively with numerous sponsors. Attributes of a great investor avatar. The current economic and lending climates. Studying migration patterns to pick MSA's. Aspiring to your dreams and betting on yourself. Check it out on your favorite podcast platform. valueinvestmentpartners.com   Get your videos produced at pitchdecks.com like the Capital Raiser Show. If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth

Lee crushed it and broke down tons of intracies on syndication mindset and philosophy. Some topics we covered wre: Syndicating instead of using your own cash. Scaling uncommonly fast Transitioning from Fix and Flips Getting out of a high tax bracket Tax deductions, creating generational wealth & multifamily benefits Raising from 401K's, SDIRA's and QRP's Going from Investing in Crowd Funds to directly with Sponsors Learning what's good by investing passively with numerous sponsors Attributes of a great investor avatar The current economic and lending climates. Studying migration patterns to pick MSA's Aspiring to your dreams and betting on yourself valueinvestmentpartners.com   Get your videos produced at pitchdecks.com like the Capital Raiser Show. If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth

Don't miss this very informative episode! We sit down with Quest Trust Company's IRA Specialist, Nicole Bacot, to discuss the advantages of opening a self-directed IRA. --About the guest:Nicole Bacot is an IRA Specialist at Quest Trust Company. She started her Quest Trust Company journey in November of 2020 and has 15 years of experience in the financial services industry. Starting off in the Trust Industry, Nicole managed the Retirement Services division at Regions Morgan Keegan Trust. In that role Nicole helped design 401(k) plans for multi-person employers. She also managed an $80,000,000 book of business and gave education to the employees of the companies stressing the importance of saving for retirement and how to do so. Her role also allows her broad education and experience give amazing customer service and will continue to grow in her role here at Quest Trust Company. Mrs. Bacot has been married for fifteen years and the couple share two sons, Travis and Townes. Connect with Nicole Bacot and Quest Trust Company (QTC): QTC Website: https://www.questtrustcompany.com/QTC Phone: 281-492-3434QTC Email: iraspecialist@questtrust.com Episode Highlights✔️ Instilling financial literacy in children✔️ The risk of poor retirement planning✔️ What is a self-directed IRA? What are the advantages/disadvantages of an SDIRA?✔️ Using retirement funds to invest in the private investment world✔️ What types of investments can be held in an SDIRA?✔️ Converting your 401(k) to a SDIRA--❓ WANT TO LEARN MORE?Apartment Syndication FAQ Reference Sheet

You can invest in alternative investments such as real estate, precious metals, oil and gas, and even a farm inside your retirement account. These are called a Self-Directed IRA or SDIRA. Our guest this week, Carrie Cook, President of Ignite Funding and CEO of Preferred Trust Company, sits down with hosts Jay Tenenbaum and Seti Gershberg of Scottsdale REI to break down the process of opening and investing in an SDIRA. We'll answer critical questions such as the different alternative investments, how these can be held inside an SDIRA, and how an SDIRA can become an actual wealth-building tool for investors. If you are interested in learning more about an SDIRA, the steps to opening one, and how a great company like Preferred Trust can help you do that, check out this episode today.Love the show? Subscribe, rate, review, and share! https://www.remastermind.live/

Self-directed IRAs are gaining popularity, and for good reason. On today's show, I'm explaining what a self-directed IRA is, and how to use this retirement account for real estate investing. You're going to learn about the benefits of self-direction, and how you can decide if a SDIRA is right for you. I'm sharing how a self-directed account differs from traditional retirement vehicles, and why it matters. If you're financially intelligent and are ready to take control of your future, you're going to want to hear this episode. Click play to learn more about self-directed IRAs!

Love the show? Subscribe, rate, review, and share! https://7einvestments.com/podcast/

If you think you have no money to start investing in multifamily real estate, but you have a retirement account, then you are dead wrong!! There are legal ways to get checkbook control over your retirement funds and begin putting that money to work!!Our guest Dan Kryanowski serves as the Executive Vice President of Business Development and Marketing at Rocket Dollar, unlocking the $10T pool of untapped retirement assets for the real estate community.He is an active real estate investor and fundraiser who specializes in leveraging Self-Directed accounts - SDIRA and Solo 401(k) to create a diversified real estate portfolio yielding double-digit returns.He specializes in self-storage investments, multi-family, and hard money residential property loans. He has personally raised millions of dollars from family offices and individuals and empowered his partners to raise seven-figures on multipleYou can find out more about our guest “The Rocket Man Storage King” and how you can Rocket your Dollar by visiting www.rocketdollar.comSPECIAL OFFERS FOR OUR LISTENERS:For anyone interested in using the great service Groundbreaker provides, we have an amazing offer for you. Just type "HSQUARED" into the "optional Note"  section on the demo form to get 10% off your first 3 months.https://groundbreaker.co/Find out how to access your retirement funds tax-free and receive a free book!!https://book.eqrp.co/hsquaredcapital/Published: Jul. 29, 2020

Dan Kryzanowski is an active capital raiser, equity owner, and passive investor, generating double- digit yields and lower taxes via commercial real estate. Dan has personally raised millions of dollars from accredited investors and family offices, and empowered his partners to raise seven-figures on multiple occasions. Dan's “superpowers” include Self-Storage, Self-Directed accounts (Solo 401(k), SDIRA), and Scranton, PA!We chat about- Dan's superpowers and the business model of Rocket Dollar- Developing an idea for seamless checkbook control- How Dan leveraged his business development experience- Connecting with high-network people by being yourself- Takeaways from losing money in an investment- Dan's Gift - DKRYZANOWSKI for $50 off a Rocket Dollar accountIf you've liked this episode, please leave us feedback through a five-star rating and comments below! Also be sure to like, share, subscribe!The Real Estate Vibe Show!Follow us @:https://twitter.com/loombainvesthttps://www.instagram.com/loombainvestmenthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba

In this webinar Mat Sorensen and Aaron Halderman go over the 6 ways to protect your IRA or 401K in a recession. * Should you sell your account's assets* When to hold cash* Analyzing whether to sell stocks and mutual funds* Does a Roth Conversion make sense in 2022* Assets that perform well during a recession* How alternative investments can help with portfolio diversification* What are your next steps Submit your questions, listen, search for prior episodes, and sign up for the Directed IRA Weekly Free Newsletter, visit https://directedira.com/podcast

Join Mat & Mark as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast

A self-directed individual retirement account (SDIRA) is a type of individual retirement account (IRA) that can hold investments that a typical IRA cannot, such as precious metals, commodities, and real estate. Today's guests debate the pros and cons of a self-directed IRA and who should invest in such a vehicle. John Bowens, Sr. Retail Sales Manager and National Educator for Equity Trust Company says, “The first mistake investors make is trusting a 3rd party.” A custodian isn't going to do its due diligence to ensure it's a safe and sound asset. The investor in a self-directed IRA acts as their own financial planner. Tom Wheelwright, Rich Dad Advisor on Taxes says, “You have a lot more freedom, but it also brings a lot more responsibility with it.” Wheelwright goes on to explain from a tax position, the benefits and downsides of an IRA. Hosts Robert and Kim Kiyosaki and guests John Bowens, Jeff Desich, and Tom Wheelwright discuss the pros and cons of a self-directed IRA, and how to avoid the biggest mistakes people make with IRAs. Link to education modules discussed in the show:  https://www.goequitytrust.com/richdad

Mat and Mark outline common mistakes made in solo 401(k)s (aka, QRPs) when it comes to creation, documentation, contributions, handling of funds, and filings. They cover plan documents and update requirements (required every 6 years) as well as 5500-EZ solo 401(k) tax return filings. 

Mike Harrison first started buying real estate within his SDIRA, later learning from Lifestyles Unlimited that there is a much more effective way to invest in these assets. Today he responds to listeners' who are fed up with stock market losses by sharing the 5 ways self-owned rental properties make money more effectively than any wall street controlled savings fund.   Click to Listen Now

In this week's episode, Brandon and Thomas discuss the pros and cons of using self-directed IRAs to invest in real estate, when they make sense, and more. Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Follow Brandon on Twitter: Follow Thomas on Twitter: @thomascastelli_ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Always consult your own tax, legal, and accounting advisors before engaging in any transaction.