Podcasts about sdiras

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

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

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. 

Are you an American with an IRA (Individual Retirement Account) loaded with mutual funds, investing in the incredibly shaky foundation of the U.S. stock market? Today's episode is just for you. This week, I am going to share a recent webinar I held where I invited our new partner, Matt Calhoun from Equity Trust, to discuss how to take control of your retirement with a self-directed IRA and share strategies for using one to invest in foreign real estate. This really is a can't-miss for my American friends. TODAY'S PRESENTATION ON USING SELF-DIRECTED IRAS FOR INTERNATIONAL REAL ESTATE Tune in to meet Matt, who was referred to me by a trusted real estate partner as the “best in the business” when it comes to understanding American retirement accounts and foreign real estate.  Discover how Matt first became interested in the niche area of self-directed IRAs after previously being involved with more conventional mutual funds. Learn how a self-directed IRA is unique from most in that you can direct and manage your own portfolio, including the type of assets you invest in.  Uncover the wide variety of assets that you can own using self-directed IRAs, from precious metals to cryptocurrency to international real estate. Do you already have an account that can fund a self-directed IRA without your realizing it? Find out the most common ways to fund self-directed IRAs.  Learn the differences between a “traditional IRA” and a “Roth” IRA - and the tax implications of each. This knowledge is absolutely crucial for understanding how to use these types of accounts to your benefit properly. Discover the very few types of assets that retirement accounts are prohibited from managing. Cross these off your list of investment ideas for IRAs.  Hear about the most common mistakes people make using self-directed IRAs so that you don't make them yourself! By the end of this episode, you will know everything you need to know about using your retirement account to purchase international real estate and protecting yourself from a coming stock market crash.  GET STARTED WITH YOUR SELF-DIRECTED IRA TODAY Contact our partner Matt by email at m.calhoun@trustetc.com to fill out an application and start taking control of your retirement today. Tell him Mikkel Thorup sent you, and he'll get you started right away.  DON'T MISS OUR NEXT WEBINAR! If you missed this one a few weeks ago, save yourself the trouble next time by bookmarking and frequently checking back at our webinar page. Our next webinar, “Beachfront Bonanza: Strategies For Cash Flow In Brazilian Property,”

In this episode, Thomas is joined by Dylan Brown, Senior Tax Associate on our private equity team, to discuss syndication and fund tax issues for general & limited partners. During the conversation, they discuss: - How general partners are taxed on fees and promotes - plus strategies to minimize taxes on these sources. - Does it make sense to take on 1031 exchange capital as a syndicator? - Allocating depreciation to partners in other ways other than a percentage of ownership - Can LP losses offset active income?, investing via SDIRAs, and more! Follow Dylan Brown on LinkedIn: https://www.linkedin.com/in/dylanbrowncpa/ Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa 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 To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client Follow Brandon on Twitter: @bhallcpa 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.

If you own ANY property, especially investment property, you've probably noticed some increases in your property insurance premiums, right?  Maybe even TWENTY+ percent increases like I have seen?Today's guest is my longtime friend and insurance agent, Jake….I mean, PAUL from State Farm where he shares what he has learned from his decades of experience in the insurance industry.RESOURCES MENTIONED:My Story starting with a FourplexSpecialized Trust, Quest and IRA Financial for SDIRAs!Episodes 20 and 22 with Ridge LendingShort on 5.5% budgetGraph with hail claimsFlorida Insurance companies seek double digit rate increasesCONNECT WITH PAUL:651-748-9400 (call or text)paul@mccarthyagency.netSHOW SPONSORSTimothy Hero – Hero Lending#Screw The W2 YouTube ShowJeremy Olivier Voice Over – CONNECT HERE!STAY CONNECTED!InstagramTwitterYouTubeWebsiteAs always, be sure to follow, subscribe, rate and share this podcast with other like-minded individuals in pursuit of WEALTH and FREEDOM!Support the show

Have you ever driven by a multifamily apartment?  What about just a duplex, triplex or fourplex?  For over a decade, Fourplex Investor Group (or FIG) has specialized in NEW build communities of fourplexes in growing markets in the United States.  Today we will go over the good, the bad and the ugly and why Fourplexes really can supercharge your wealth and investment portfolio!RESOURCES MENTIONED:My Story starting with a FourplexSpecialized Trust, Quest and IRA Financial for SDIRAs!Episodes 20 and 22 with Ridge LendingCONNECT WITH STEVE and FIG:FIG.USSHOW SPONSORSTimothy Hero – Hero LendingFreedom Real Estate Group#Screw The W2 YouTube ShowSTAY CONNECTED!InstagramTwitterYouTubeWebsiteAs always, be sure to follow, subscribe, rate and share this podcast with other like-minded individuals in pursuit of WEALTH and FREEDOM!Support the show

Patrick Grimes is the Founder and CEO of Invest on Main Street. He has over fourteen years of experience in active real estate investment, purchasing distressed assets, renovating, and stabilizing for long-term cash flow. His $516M portfolio includes 4004 units in multifamily apartment communities in the emerging markets across Texas and the southeastern United States.

In episode #52, we had the opportunity to sit down with Damion Lupo. Damion is a seasoned real estate investor, entrepreneur and best selling author. Damion has a passion for helping and educate others to take control of their retirement through the power of "qualified retirement plans".In this episode we cover the mistakes investors make when investing in real estate using their self-directed IRAs and how they can take control of their retirement through the use of qualified retirement plans.  If you have never heard of qualified retirement plans before, or do not know the benefits of one, this is an episode you need to listen to. Remember, this is your MBA. Have a notepad handy and get ready to take some notes!Below are few topics that we covered during the interview:✅ What are the mistakes that investors make when using their SDIRAs for Real Estate Investing?✅ Overview of a Qualified Retirement Plan✅ Compliance, rule, administering these plans, etc.✅ "Control" and "Command" - the importance of knowing what these mean✅ Contribution limits, prohibited transactions, how to structure these and more.....Damion's Bio:Damion is a professional real estate investor, serial entrepreneur and best selling author of 11 books.  He is a 4-time college dropout, who actually was thrown out of one of the schools for opening a bookstore in his dorm room.Damion became a multimillionaire by age 25 and then lost his $20 million empire by the age of 30.  Damion rebuilt and reinvented himself and lives for a mission of freeing a million people from financial bondage.He bought his 1st rental house with a VISA card, which snowballed into owning 150 rental houses in 7 states in less than 5 years.Damion founded Total Control Financial in 2010 to help people achieve financial freedom.  His company focuses on qualified retirement plans which are more flexible than IRAs or 401ks.You can reach out to connect and speak with Whitney by:✅ Website:  eQPR.co Grab a copy of The QRP book and reach out to Damion and his team to learn morePlease subscribe to the Real Estate Investor MBA Podcast on the following platforms:iTunesSpotifyStitcheriHeart RadioTuneINGoogle Podcast If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.Check us out at our new website to connect with us and sign up to apply for our Investor Club or stay in the loop in what we are working on. Also check us out and subscribe to our YouTube Channel at RE Investor MBA.Follow us on Social Media:✔️ Facebook✔️ LinkedIn✔️ Instagram✔️ Twitter

We get asked a lot about Self-Directed IRAs (“SDIRA”).  An SDIRA is a type of individual retirement account (IRA) that can hold a variety of alternative investments that regular IRAs can't.  For example, it can hold precious metals, crypto, commodities, and most people use it to hold real estate.  In terms of the annual contribution limits, it works just like any other Traditional IRA or Roth IRA, the “self-directed” part the ability to invest in alternative investments.  Please remember, not all custodians allow for SDIRAs, as a matter of fact, most major custodians do not.  Please pay attention to the fine print of rules and hidden fees.  Some important details to know about SDIRAs: 1) it's strictly for investments; if you use an SDIRA to buy real estate, it can't be your primary residence or any type of personal use; 2) are you comfortable with the concentration?  People usually are not OK with spending $500k on a single stock, and yet, when it comes to real estate or trendy new investments like NFTs, or crypto, they suddenly don't think of concentration and risk; 3) if the SDIRA owns real estate, it's going to have to act like an operating account - if the real estate in the SDIRA needs a new roof, do you have enough cash in this account to cover it?  It might be too late for you to make a contribution to cover it because of the $6000 annual limit ($7000 if you are 50 or older); 4) There are tax consequences, depending on how you structure it; please learn about UBTI and if it affects you before you jump in and purchase assets.  Overall, like Nathaniel and Tim said: read the fine print!  Just because SDIRAs are super popular with billionaires right now, doesn't necessarily mean it's for everyone.  Please do your own research!

The world of self-directed retirement is in jeopardy.  Recent headlines about “MEGA ROTHS” have created a buzz in the media, and that buzz has resulted in an increase in regulatory hurdles for everyday people who have self-directed their retirement accounts.  Though the recent proposals to essentially ban the investment of private placements via SDIRA's have been rejected, there are still several changes in the works that investors need to be knowledgeable about. In fact, it's critical to understand how these discussions are evolving, as many of the regulations may take place as early as 2022.  Today, we are joined by John Hyre, an experienced tax attorney who specializes in the taxation of real estate and SDIRA's/401k's. He is exceptionally knowledgeable on the matter and painstakingly reviews recent court cases to stay on the cutting edge of these regulations.  CLICK HERE  In this episode, we discuss…  What is the future of “backdoor” contributions that circumvent income limits on SDIRAs?  What are some examples of enforcement of these self-dealing rules, and what can YOU learn from them?   Why our guest is a huge proponent of the Solo K structure, and how you can contribute over $50,000 if you meet certain criteria  This is a VERY important episode for any passive investor who has self-directed their account, or an owner operator that wants to raise future funds from SDIRA investors.  CLICK HERE  Take Control,  Hunter Thompson Resources mentioned in the podcast: 1. His website 2. His educational content Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group

If you wish to have more control over what your individual retirement account (IRA) invests in, a self-directed IRA (SDIRA) is for you. Tune in to learn more about SDIRAs and how they help you diversify your retirement portfolio by using alternative investments.

This episode is sponsored by Origin Investments.Today we are diving into all things self-directed IRAs with John Bowens of Equity Trust. John is a senior manager at IRA custodian Equity Trust Company. John draws from his 15 years in the real estate industry and his experience as an active real estate investor. In his travels across the U.S. and virtually, he has trained 50,000 investors during more than 300 workshops and classes, spreading the message about the power of building tax-free wealth and leaving a lasting legacy by investing in what you know best. 0:00 Introduction1:31 Core benefits of SDIRAs5:16 SDIRAs and depreciation8:29 Roth and Traditional IRAs12:08 Rules of investing in IRAs14:38 NFTs and crypto15:44 SDIRA custodians18:09 Managing an SDIRA21:10 Things to look for in a custodian27:26 Investing in crowdfunded real estate deals30:53 Understanding UBIT40:56 The use of passive losses45:15 The impact of tax fear 47:41 Fair market valuation51:06 Potential tax changes 

Welcome to the Next Level American Dream Podcast. We have a great guest for you today, but first please make sure you have subscribed if you haven't already. We also love getting your feedback through likes, comments, ratings, and reviews. Today, Abigail has a conversation with Dan Kryzanowski. Dan is an avid passive investor having a wide range of investments. His career transitioned from Wall Street to Self-Directed IRAs when he saw the power of them in his own life. Today Dan walks us through that journey and shares some things you can use today to start yours. If you found any value from today's episode, then please share it with a friend and help us grow. For more information on our sponsor, visit: thomsonmultifamilygroup.com to start taking your American Dream to the next level through passive investing! How to Contact Dan Kryzanowski: www.linkedin.com/in/danielkryzanowski www.rocketdollar.com/learn

Do you want the process of self-directing your IRA to be fast, easy and affordable? In this episode, Aaron Fragnito sits down with James Jones from ALTO IRA. This IRA Custodian is making it easier than ever to self-direct your IRA into alternative investments such as real estate. Not all IRA custodians are created equal or charge the same fees. Listen in to learn new rules politicians are proposing to limit your SDIRA capabilities, advancements in the space, and how ALTO IRA is making it easier than ever to self-direct your IRA or solo 401k into alternative investments.James A. Jones is a CEO, Advisor, 3X Founder and Angel Investor whose focus is helping companies raise capital by accessing the $28 Trillion retirement industry. Creator of the “Crowd IRA”, James has partnered with Alto IRA, the industry's first and only Digital IRA offering seamless integration to Deal Sponsors and Investment Platforms with Registered Investment Advisors and Retail Investors.Since the inception of the crowdfinance industry, James has pioneered Self-Directed IRA's, changing the industry model from a retail B2C to a B2B2C Partner Approach to scale retail investor participation and bring the democratization of Wall Street to the everyday investor. He has worked with over 200 Capital Raising Platforms and opened over 25,000 retail IRA accounts. Jones has collaborated extensively with some of the leading crowdfinance experts to offer education via webinars, speaking engagements, articles and whitepapers in the financial industry premier publications, and includes 3 bestselling Amazon e-books on Self-Directed IRA's.www.altoira.com--https://www.peoplescapitalgroup.com/https://www.instagram.com/real_estate_investments_nj/?hl=enhttps://www.facebook.com/peoplescapitalgroupnjhttps://twitter.com/PCGrealestatehttps://www.linkedin.com/company/peoples-capital-grouphttps://www.youtube.com/channel/UCCeJh5UgrdBDOabr2YLbAHg#NJRealEstateInvesting#AaronFragnito#PassiveCashFlow#PCG--00:00 ALTO IRA Explains How they Simplified SDIRAs01:11 How is Alto different? 05:52 Other IRA Custodians10:22 The cost of Alto14:42 Awakening21:19 Government overreach27:48 IRS 33:57 Contact James at AltoIRA.comSupport the show (https://www.peoplescapitalgroup.com/)

I'm not trying to be alarmist, but this is a BIG one… Currently, several changes are being proposed that could have a disastrous impact on the world of self-directed retirement As some of you might have heard, it was recently revealed that Peter Theil has a self-directed IRA worth several billion dollars.  This inspired politicians to clamp down on the world of SDIRA's, and now the entire industry could be in jeopardy. In fact… If these proposals are enacted, it could mean the end of the world of self-directed retirement as we know it. Not only would they impact the mega-IRA owners like Peter Theil, they would affect a HUGE percentage of the listeners of this program. Today, we are joined by Kaaren Hall, the president of uDirect IRA Services, a self-directed retirement account provider, to discuss the matter and what you can do. In this episode, we are going to discuss… Would these proposals end our ability to invest in private placements within our SDIRAs? Would we be forced to sell our interest in private placements? What would that mean for the real estate market as a whole?  The proposal includes an END to IRA-owned LLCs. What would this mean for those who have one? Typically, I try to avoid paying much attention to “purposed” regulations, but given that most politicians don't understand the nuances of this space, getting ahead of this before it gets any more steam could be a VERY good idea.   Take Control, Hunter Thompson   Resources mentioned in the podcast: 1. Previous appearance - E14 - Controlling Your Future Through Self-Directed Retirement 2. Their website 3. Their guide to contacting your elected officials in the United States House of Representatives and Senate 4. Their article “Hands Off My IRA” 5. Their article “Tell Your Story”   Kaaren Hall's Socials: Facebook Instagram LinkedIn   Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group

It's part 2 of our interview with John Hyre, a tax attorney sounding the alarm on what the law makers are doing to control YOUR retirement funds, covertly slipping in legislation that will affect your SDIRAs, IRAs, ROTHs, 401ks etc. The Democratic House is looking to gut self-directed retirement accounts (especially IRAs, possibly 401(k)s and Solo 401(k)s), and they are attempting to do it very quietly and very quickly. You can stand by and do nothing…and pay the price, literally. Or you can fight. To protect your retirement (or the funds that feed your business if you raise money from SDIRAs/401(k)s), you will need to fight promptly and loudly. Procrastinators are useless in this fight. On “how to fight it” visit the sites listed below. Key Takeaways: [1:41] The World is a Small Place [4:30] Florida Housing Market [6:30] The English Language is a Thief [8:36] Dead Poets Society [9:20] The Dollar as a Language [9:48] Packaged Commodities Investing [13:25] A Leftist's Inflation Warning Under Biden  [14:40] What is Hyperinflation [21:07] Creating Wealth Virtual Event [22:22] Tell Your Story to Legislature [23:17] Tips for Jason's Investors [26:13] The J-Lo Benefit [27:42] C-Corp, S-Corp, LLC, Property Management, Rentals, [38:50] The Augusta Rule [42:05] Ken McElroy and the Collective   Tweetables: Geography is less meaningful than it's ever been in human history. Jason Hartman A government that is broke becomes predatory on it's citizens. Jason Hartman The government is trying to force you off of Main Street into Wall Street. John Hyre They're building a Berlin Wall out of paper backed by guns. They don't care if you leave; but your money needs to stay. John Hyre You don't want the tax tail to wag the economic dog. John Hyre   Websites: HandsOffMyIRA.com TaxReductionClass.com TaxReductionLawyer.com TheCollectiveMastermind.com   The WEALTH TRANSFER is happening FAST! Protect your financial future now! Did you know that 25% to 40% of all dollars ever created were dumped into the economy last year???  This will be devastating to some and an opportunity to others, be sure you're on the right side of this massive wealth transfer. Learn from our experiences, maximize your ROI and avoid regrets. Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com Jason's TV Clips: https://vimeo.com/549444172  Asset Protection, Tax Savings & Estate Planning: http://JasonHartman.com/Protect  What do Jason's clients say? http://JasonHartmanTestimonials.com Easily get up to $250,000 in funding for real estate, business or anything else  http://JasonHartman.com/Fund  Call our Investment Counselors at: 1-800-HARTMAN (US) or visit www.JasonHartman.com  Guided Visualization for Investors: http://jasonhartman.com/visualization    

In today's episode, we have John Hyre, a tax attorney sounding the alarm on what the law makers are doing to control YOUR retirement funds, covertly slipping in legislation that will affect your SDIRAs, IRAs, ROTHs, 401ks etc. You need to take action before it's too late.  The Democratic House is looking to gut self-directed retirement accounts (especially IRAs, possibly 401(k)s and Solo 401(k)s), and they are attempting to do it very quietly and very quickly. You can stand by and do nothing…and pay the price, literally. Or you can fight. To protect your retirement (or the funds that feed your business if you raise money from SDIRAs/401(k)s), you will need to fight promptly and loudly. Procrastinators are useless in this fight. On “how to fight it” visit the sites listed below. Key Takeaways: [1:30] Homes sold BEFORE built  [4:12] The World Housing Bubbles [6:20] A Brief Intro on our Guest [7:54] Housing Bubble Risk on VisualCapitalist.com [10:45] Rollercoasters, the Perfect Housing Metaphor [12:30] The Collective- an Invitation [14:14] Introducing John Hyre [15:02] The Tax Practice [16:16] Why Should We Be Concerned About this New Tax legislation [18:01] If It Passes, What Will Happen? [21:28] HandsOffMyIRA.com [25:28] Building a Berlin Wall Out of Paper [26:43] What You Can Do [27:35] Strategies Moving Forward [30:50] Sample Deal [32:51] What Peter Thiel did [33:44] The Broader Economic Impact [36:01] Ken McElroy Invites You to the Collective Mastermind   Tweetables: A government that is broke becomes predatory on it's citizens. Jason Hartman The government is trying to force you off of Main Street into Wall Street. John Hyre They're building a Berlin Wall out of paper backed by guns. They don't care if you leave; but your money needs to stay. John Hyre You don't want the tax tail to wag the economic dog. John Hyre   Websites: HandsOffMyIRA.com TaxReductionClass.com TaxReductionLawyer.com VisualCapitalist.com TheCollectiveMastermind.com   The WEALTH TRANSFER is happening FAST! Protect your financial future now! Did you know that 25% to 40% of all dollars ever created were dumped into the economy last year???  This will be devastating to some and an opportunity to others, be sure you're on the right side of this massive wealth transfer. Learn from our experiences, maximize your ROI and avoid regrets. Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com Jason's TV Clips: https://vimeo.com/549444172  Asset Protection, Tax Savings & Estate Planning: http://JasonHartman.com/Protect  What do Jason's clients say? http://JasonHartmanTestimonials.com Easily get up to $250,000 in funding for real estate, business or anything else  http://JasonHartman.com/Fund  Call our Investment Counselors at: 1-800-HARTMAN (US) or visit www.JasonHartman.com  Guided Visualization for Investors: http://jasonhartman.com/visualization    

In this Real Estate News Brief for the week ending September 25th, 2021... what the Fed is saying about rate hikes, tax changes that could deflate your self-directed IRA, and ultra-white paint that could replace your AC.Hi, I'm Kathy Fettke and this is Real Estate News for Investors. If you like our podcast, please subscribe and leave us a review. Economic NewsWe begin with economic news from this past week, and a Fed meeting on monetary policy. The Fed's senior policymakers are now saying they could raise interest rates sooner than they expected. They had previously anticipated higher rates in 2023, but are now saying they could raise the short-term rate by a quarter point, sometime next year. Higher interest rates will help control inflation which is currently running around 4%, or “double” what the Fed would like to see. (1)New claims for unemployment benefits jumped to a one-month high of 351,000. The surge is due to a backlog of claims in California. They apparently piled up as California worked on new technology to improve efficiency and prevent fraud. Weekly claims had hit a pandemic low in early September of 312,000. (2)Housing starts and new permits were both up in August as builders ramped up their residential construction activity. The Census Bureau reports that housing starts were up 3.9% compared to July, and 17.4% compared to August of last year. Permits were up 6% month-over-month, and 13.5% for the year. But this surge in activity was mostly for the construction of multi-families. (3) Realtor.com reports that multi-family demand is being driven by renters and remote workers who are moving back to the cities. (4) Confidence among builders is also moving higher. NAR says its September confidence index increased one point to 76. That's after a three-month decline. NAR's chief economist Robert Dietz says: “The single-family building market has moved off the unsustainably hot pace of construction of last fall and has reached a still hot but more stable level of activity.” (5) All that construction activity has resulted in an increase in new home sales. The government says new home sales rose 1.5% to an annual rate of 740,000. There's currently a 6.1 months supply of new homes on the market, with a median price of $391,000. (6) Existing home sales were down in August as buyers scoff at high prices and a lack of affordable inventory. According to the National Association of Realtors, sales were down 2% to a seasonally-adjusted 5.88 million. Compared to August of last year, they were down 1.5%. NAR's chief economist, Lawrence Yun, says: “Although there was a decline in home purchases, potential buyers are out and about searching, but much more measured about their financial limits and simply waiting for more inventory.” (7) The good news: inventory is rising. MarketWatch reports that it's up about 16% since a low point last winter.Mortgage Rates Mortgage rates are still idling below the 3% level. Freddie Mac says the average 30-year fixed-rate mortgage rose just 2 basis points last week, to 2.88%. The 15-year was up 3 points to 2.15%. (8)In other news making headlines…Tax Law Changes Threaten SDIRA InvestmentsCongress is considering some tax law changes that could ban real estate deals from self-directed IRAs. The proposals are aimed at the super wealthy who realize enormous gains with this kind of investment, but the changes could potentially impact everyone who uses a self-directed IRA for their real estate deals. (9)Supporters of this legislation say that current rules allow for private-placement deals. SEC rules state that only “accredited investors” can participate in those deals which means those investors must have a net worth of a million dollars or more, or earn more than $200,000 a year. Legislation supporters say that retirement accounts should be used for investments that are available to everyone, like publicly-traded stocks, not just accredited investors.Bill critics say there are many mom and pop investors who are also trying to increase their wealth with these kinds of deals and the legislation would devastate many retirement portfolios for people who are not super wealthy. Michael Hadley of the firm Davis & Harman told MarketWatch: “These accounts belong to retirement savers. They understand the investments they are most comfortable with. We don't believe the government should be picking and choosing.” If this legislation is approved, self-directed IRA holders would have two years to remove those kinds of investments from their portfolios. If you don't like the sound of this proposal, you should contact your representatives in Congress and let them know.Could Ultra-White Paint Replace Your AC? Scientists at Perdue University are working on a way to cool your home with white paint. They say this ultra-white paint can reflect more than 98% of sunlight, and that surfaces coated with this paint are “cooled below the surrounding temperature without consuming power.” (10) Their research shows that the white paint on a 1,000 square foot roof can provide cooling that's equal to the use of 10 kilowatts of power, and that's “more powerful than the air conditioners used by most houses.”The paint has already been listed by Guinness as the whitest paint ever, but it's not yet available to the public.That's it for today. Check the show notes for links. And please remember to hit the subscribe button, and leave a review!You can also join RealWealth for free at newsforinvestors.com. As a member, you have access to the Investor Portal where you can view sample property pro-formas and connect with our network of resources, including experienced investment counselors, property teams, lenders, 1031 exchange facilitators, attorneys, CPAs and more.Thanks for listening. I'm Kathy Fettke.Links:1 -https://www.marketwatch.com/story/fed-dot-plot-signals-higher-u-s-interest-rates-in-2022-but-powell-warns-its-not-set-in-stone-11632337181?mod=home-page2 -https://www.marketwatch.com/story/u-s-jobless-claims-jump-to-one-month-high-of-351-000-largely-due-to-big-increase-in-california-11632401406?mod=economic-report3 -https://www.marketwatch.com/story/new-home-construction-activity-improves-as-builders-focus-on-high-margin-projects-11632229206?mod=economy-politics4 -https://magazine.realtor/daily-news/2021/09/22/multifamily-construction-booms-single-family-starts-slow5 -https://www.marketwatch.com/story/home-builder-confidence-improves-as-housing-demand-remains-strong-11632146831?mod=u.s.-economic-calendar6 -https://www.marketwatch.com/story/new-home-sales-turn-higher-despite-record-prices-11632493064?mod=economy-politics7 -https://www.marketwatch.com/story/existing-home-sales-decline-as-buyers-hold-out-for-better-prices-more-options-11632320151?mod=economy-politics8 -http://www.freddiemac.com/pmms/9 -https://www.marketwatch.com/story/people-are-upset-will-proposed-ira-tax-changes-targeting-the-rich-hurt-smaller-nest-eggs-1163234897310 -https://magazine.realtor/daily-news/2021/09/20/ultra-white-paint-could-cool-homes-better-than-air-conditioning

In today's episode, Jason talks to Damian Lupo of eQRP.co and the benefits involving this strategy when planning for retirement. QRP stands for Qualified Retirement Plan. A QRP, or Qualified Retirement Plan, is a retirement plan that is tax-favored under Section 401 of the Internal Revenue Code, also referred to as the Tax Code or the IRS Code. The title of the Section is: Qualified pension, profit-sharing, and stock bonus plans. Some of the most powerful tax strategies exist within this section of the tax code, which covers many types of tax-sheltered QRP plans. 401(k) plans, defined benefit plans, cash balance plans, profit-sharing plans and pension plans that meet the requirements of the tax code are all types of QRPs. ** LIVE ORLANDO CONFERENCE ** Join us for Empowered Investor LIVE: https://www.EmpoweredInvestor.com Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com Jason's TV Clips: https://vimeo.com/549444172  Asset Protection, Tax Savings & Estate Planning: http://JasonHartman.com/Protect  What do Jason's clients say? http://JasonHartmanTestimonials.com Easily get up to $250,000 in funding for real estate, business or anything else  http://JasonHartman.com/Fund  Call our Investment Counselors at: 1-800-HARTMAN (US) or visit https://www.jasonhartman.com/ Guided Visualization for Investors: http://jasonhartman.com/visualization

Wondering how the pros minimize your tax burden? Listen in to this episode to learn from a PRO in the tax  business.  Bernard is the founder of ReSure, a firm specializing in leveraging a number of tax advantaged vehicles for investing including SDIRAs, IRAa, and other means.  Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies.We cover the following:Matching your investment strategy to your "profile"Considerations of time horizons when investingLiquidity and it's role Debunking common myths of "checkbox control" Download the full episode here: https://www.buzzsprout.com/1650301/8925987-episode-31-crafting-a-tax-strategy-with-bernard-reisz.mp3?download=trueGet in touch with Bernard:401kcheckbook.comLearn more about real estate investing: www.investwithredline.com#podcast #multifamily #assetmanagement #podcasting #podcastlife #financialfreedom #investing #cashflow #redlineequity #crushingit #crushingcashflow #gains #finance #buildingwealth #taxstrategy 

IN THIS EPISODE, YOU'LL LEARN: 1:33 - If one receives tax benefits in the US when investing in real estate through a self-directed IRA4:47 - How to actually get the money out of SDIRAs and into one's investments5:21 - If it's possible for someone who already owns a real estate property to transfer it to their SDIRA7:11 - What Peter Thiel did to amass a fortune using a SDIRA26:27 - What all the different ways are to invest in real estate using a SDIRA27:25 - The process for acquisition if an SDIRA has enough money to buy a real estate property in cash28:19 - What the average closing period is for buying a real estate asset using a SDIRA30:01 - If it's possible to leverage or use debt to buy real estate properties using a SDIRA36:20 - If using a SDIRA limit the type of property that can be bought and if investors are restricted to residential properties42:28 - If you can buy real estate internationally using a SDIRA43:38 - The process for raising money from outside investors that are leveraging their SDIRAs to buy real estate deals 44:22 - What the best way is for a real estate investor who's looking to raise capital for a deal to easily and effectively educate a third-party person, and how they can convert their other retirement accounts into a SDIRA to invest in real estate deals47:23 - What Unrelated Business Income Tax (UBIT) is and how it impacts investors who use a SDIRA to buy real estateAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleCheck out our Investing Starter Packs about business and financeSelf-Directed IRAs – The Basics Guide5 Steps to Investing in Real Estate with a Self-Directed IRA GuideHow to Invest in Real Estate with an IRALord of the Roths: How Tech Mogul Peter Thiel Turned a Retirement Account for the Middle Class Into a $5 Billion Tax-Free Piggy BankPeter Thiel's book Zero to OneMatt Faircloth's book Raising Private CapitalRamit Sethi's book I Will Teach You To Be RichAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionPut your best face forward with Cardon, the award-winning cactus-based skincare for menAutomate your key business processes, and close your books in a fraction of the time with NetsuiteIf you want to learn how to bootstrap or create a magnetic brand, then listen to Secret Leaders wherever you get your podcastsMake it simple to hire and manage remote employees across all 50 states with Justworks.Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer.Read this episode's transcript and full show notes on our website.Connect with Bill: Website | Facebook | LinkedInConnect with Robert: Website | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

IN THIS EPISODE, YOU'LL LEARN:6:34 - What a self-directed IRA (SDIRA) is and how it is different from a normal IRA9:14 - What the fee difference is between an SDIRA and a 401(k) 15:20 - What types of assets you can and can't purchase using an SDIRA20:55 - If you can invest in equity crowdfunding using an SDIRA or co-mingle retirement money into an existing investment account 25:56 - What the very first steps to take when opening an SDIRA and how long it usually takes to open one and invest it in a crowdfunding site29:54 - If you can invest with non-retirement money and transfer it to an SDIRA as your annual contribution32:21 - What the most common investments are using SDIRAs 35:26 - What the most common things to look out for when searching for an SDIRA custodian/ company and what makes a good or bad SDIRA custodian39:06 - What the most common rules or laws are regarding SDIRA investing 52:50 - Who an SDIRA is good for and who it might not be right for55:40 - What the negative side of SDIRAs isAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleCheck out our Investing Starter Packs about business and financeSelf-Directed IRAs – The Basics Guide5 Steps to Investing in Real Estate with a Self-directed IRA GuideHow to Invest in Real Estate with an IRALord of the Roths: How Tech Mogul Peter Thiel Turned a Retirement Account for the Middle Class Into a $5 Billion Tax-Free Piggy BankPeter Thiel's book Zero to OneMatt Faircloth's book Raising Private CapitalRamit Sethi's book I Will Teach You To Be RichAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionListen to Secret Sauce and explore the stories and successes behind some of the most inspiring businesses. Available on Apple Podcast, Amazon Music, or you can listen one week early and ad-free by joining Wondery Plus in the Wondery appPut your best face forward with Cardon, the award-winning cactus-based skincare for menAutomate your key business processes, and close your books in a fraction of the time with NetsuiteIf you want to learn how to bootstrap or create a magnetic brand, then listen to Secret Leaders wherever you get your podcastsAccess conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with Quartr.Make it simple to hire and manage remote employees across all 50 states with Justworks.Read this episode's transcript and full show notes on our website.Connect with Bill: Website | Facebook | LinkedInConnect with Robert: Website | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to the Real Estate Ballers Show. Just when you think you don't have money to invest in real estate, think again. You may have access to more money to invest in real estate than you realize. In this episode, Vee and Haley Gant, a self-directed IRA specialist with Quest Trust Company, discuss self-directed 401(k)s, IRAs, HSAs, and other qualified plans. They also cover different types of real estate investments that you can invest in with the funds in these plans and real-life examples of investors who take advantage of their plans. Most highly successful real estate investors have learned how to leverage these strategies to build wealth. They utilize these retirement funds to invest in real estate in many ways. This is what this episode is about, it's a must listen to, for all real estate investors that may not know these strategies and methods.Vee, the founder of REBallers, is a franchise owner and a Developmental Agent of HomeVestors “We Buy Ugly Houses”.  Today, Vee is actively buying and selling properties in Houston, Austin, San Antonio, and Corpus Christi, TX while growing her rental portfolio of long term and short-term rentals.Follow us on Social Media:Instagram @reballersFacebook: https://www.facebook.com/REBallersLinkedIn: https://www.linkedin.com/company/reballers/Join our community:https://www.facebook.com/groups/1764098016997548Wanna be on our show? Email info@reballers.comPlease visit our sponsor, which made this episode possible: Buzz Vacation Rentals, a premier short-term and vacation rental manager in Houston and Galveston, helps investors to maximize earnings on their investment properties.  https://buzzvacationrentals.com/If you enjoy the show, would you please leave us a short review on Apple Podcast? It takes less than a minute, and it really makes a difference in helping to spread the words. I also love to read them and share them with our guests!Disclaimer: All information, content, and materials available in these episodes are designed for educational and inspirational purposes only. We are not financial advisers. We only express my opinion based on our experience. Your experience may be different. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. There is no guarantee of gains or losses on investments#therealestateballersshow #reballers

Self-Directed IRAs and Self-Directed Individual 401(k) Plans or Solo Ks are complex and confusing self-directed retirement account strategies. We demystify the Self-Directed IRA and Self-Directed Individual 401(k) Plan. Discussion includes a breakdown of what is a Self-Directed IRA, the type of Self-Directed IRAs, what you can invest in through a Self-Directed IRA or Solo-K such as Alternative Investments like real estate, promissory notes secured by real estate, deeds of trust, mortgages, tax lien certificates, limited partnerships, limited liability companies (LLCs), how to safely transfer your Self-Directed IRA to another IRA Custodian, how to set-up your Self-Directed 401(k) Plan, what are permissible investments vs. prohibited transactions, the valuation issues involved in a Self-Directed IRA, how IRA Custodians are different, how to buy real estate in a Self-Directed IRA or Self-Directed 401(k) Plan or Solo K Plan, and more. Email your Self-Directed IRAs or Self-Directed 401(k) Plan questions to ASK@exeterco.com and we’ll address them in our next episode. Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/

Nathan Long, as the President of Quest Trust Company, oversees the operations of the company and aids in improving the practices implemented. After joining his brother, Quincy and the Quest Trust Company team in 2007, Nathan has aided in growing the company to over ninety employees located in four different cities, with continued expansion expected in the near future. Prior to working at Quest Trust Company, Nathan was in the automotive industry for over 17 years as an upper level executive for Automotive Investment Group, AIG, and participated in growing the ABC Nissan Branch in Phoenix, Arizona. Nathan also holds the title of Certified IRA Services Professional (CISP), from the Institute of Certified Bankers. Throughout his time with Quest, Nathan has focused his time and efforts on providing superb customer service and developing excellent educational resources. As a devout vegan, Nathan loves animals and has a passion for cooking. In his spare time, he can be found working with rescued animals and travelling.   CONNECT WITH NATHAN: http://w2cap.questtrust.com KEY TAKEAWAYS: Interrupting Events in Your Life Why should you use an SIDRA to build generational wealth Setting up IRA’s for your children, good idea? Personal Examples of how Nathan has used his IRA’s for him and his children? What are benefits of leaving your IRA to your children? In your experience, what has been the best/coolest IRA investment you’ve done. What about an ugly investment? If you knew about SDIRAs long ago, what would you do differently? Episode Sponsor: http://w2cap.questtrust.com Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Juan Deshon was a Receiving a Bachelor’s degree in Finance at the University of Houston Juan went full time with Quest Trust in 2018. In this industry for just 3 years Juan has also accomplished receiving a title of Certified IRA Services professional (CISP), from the Institute of Certified Bankers. While at Quest, Juan has presented to groups of real estate investors wanting to learn more about their possibilities and opportunity in the retirement space across Houston. Throughout his time with Quest he has provided world class customer service, quality education and fun to our Quest team. As an IRA Specialist with Quest Trust Company, based out of the Houston Corporate office, Juan is one of the specialists who interact with the Quest clientele on a day to day basis. With over 16,000 clients at Quest, there is no question Juan has received he has not seen , answered or been tasked to resolve.  Juan loves to smoke meat on the weekend, hangout with friends and his labradoodle Goose.   CONNECT WITH JUAN: http://w2cap.questtrust.com KEY TAKEAWAYS: Why PML is popular? How does it work from an IRA standpoint? Can all IRA’s lend money? Rules against lending money Prohibited transactions (high level). Convert Your Note to Stocks How to verify your borrower is paying... Episode Sponsor: http://w2cap.questtrust.com Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Hosts and Tax Lawyers Mat Sorensen and Mark Kohler answer the most common questions about self-directed IRAs (SDIRA) and explain the account set-up and transfer process. They also explain common permissible assets for SDIRAs such as real estate, LLCs, notes, private funds, IRA/LLCs (aka, checkbook IRAs), start-ups, pre-IPO stock. They introduce the rules every investor should know before they self-direct an IRA. Mat and Mark both self-direct their own retirement accounts and co-founded Directed IRA, where they have assisted thousands of clients with their self-directed accounts. Their law firm KKOS Lawyers, has worked with over 10,000 self-directed IRA clients and has two decades of experience.

Wanting to preserve the professional legacy of his grandfather and mother, Josh Plave made sure through extensive research and careful structuring, that he knew how to deploy and manage the retirement package left to him and his sisters. This landed him to real estate investment and eventually to multifamily investment. He founded Wall to Main where he helps investors move their retirement off of Wall Street to Main Street, educating them on the potential of their existing retirement accounts and how they can diversify and leverage the funds in their IRA. In this episode, he talks about three retirement options, structure of a self-directed IRA, and the holy grail of retirement vehicles. Learn also how to maximize your retirement investments in different scenarios that can possibly play out.

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

If I pay you $114 an hour to mow my lawn, could you get wealthy that way? No. You’d have to work all 8,760 hours in a year just to make your first million. Invest. The definition of investing is: “To expend money with the expectation of achieving a profit.” Then, are stocks, bonds, gold, your home, vacations, or income properties … investments? I discuss. Damion Lupo, expert eQRP Administrator, joins us. Learn more by texting “QRP” in ALL CAPS to 72000. You can have five simultaneous profit centers with income property: Leveraged Appreciation. Cash Flow. Return On Amortization. Tax Benefit. Inflation-Profiting. To get ahead, you must give your money multiple jobs. That’s five in this case. If you’re new to this: risk and frustration still exist in real estate. Your best-laid plans will be derailed sometimes. It’s not “get rich quick”. But most people never acquire wealth at all. Why switch your retirement plan to an eQRP? $55,000 annual contribution limit for single, $110,000 for married couples. Invest in real estate, hard assets, nearly anything. Creditor protection. eQRP setup has less red tape setup than SDIRAs. $50,000 line of credit. Avoid UBIT tax.  Learn more about the eQRP from Total Control Financial by texting “QRP” in ALL CAPS to 72000. __________________ Want more wealth? 1) Grab my FREE E-book and Newsletter at: GetRichEducation.com/Book 2) Your actionable turnkey real estate investing opportunity: GREturnkey.com 3) Read my best-selling paperback: getbook.at/7moneymyths __________________ Resources mentioned: eQRP: Text “QRP” to 72000 or: TotalControlFinancial.com By texting QRP to 72000 and opting in, you will receive periodic marketing messages from eQRP Co. Message & data rates may apply. Reply “STOP” to cancel. Mortgage Loans: RidgeLendingGroup.com Turnkey Real Estate: NoradaRealEstate.com JWB New Construction Turnkey: NewConstructionTurnkey.com Best Financial Education: GetRichEducation.com Find Properties: GREturnkey.com Follow us on Instagram: @getricheducation Keith’s personal Instagram: @keithweinhold

My guest today is a really interesting guy with a lot of great stories to tell.  Damion Lupo has a 5th degree black belt in real estate investing, and he's a financial transformation architect.  You'll have to listen to this episode to understand what both of those mean.  You'll also want to listen and learn how Damion built up a portfolio worth $20 million, and then lost much of it in the Great Recession. Damion shares many of his crazy stories about losing money, dealing with tenants, and why his investment career can be compared to the tv shows "Breaking Bad" and "Dexter".  Damion talks about spending over $1 million on seminars, gurus, and mentors, and what he's gained from those experiences.  He explains why he won't do business with anyone in their 20's, and discusses his thoughts on where we are in the current real estate cycle and what might happen during the next recession. Damion is also an expert on "QRPs", or Qualified Retirement Plans.  He'll explain what they are and the power they give investors over their retirement accounts.  He'll also compare them to Self Directed IRAs and explain why he believes QRPs are preferable. I know you're going to enjoy this conversation with Damion.  You can download a free copy of his book by going to www.qrpbook.com You can also visit Damion's website: https://www.totalcontrolfinancial.com/  

Today's REI Classroom Lesson Today, Scott Carson talks to us about finding local investors with SDIRAs who want to invest passively with a decent rate of return. REI Classroom Summary Scott Carson explains how to find local investors who are using SDIRAs to invest and how to successfully market to them.

It doesn’t take a rocket scientist to figure out self-directed IRAs, but it may have before the age of the Internet. Fortunately, Carl Fischer, a third generation real estate investor, graduated from Cornell and went directly into rocket science. However, when his father passed, he dealt with the estate and stumbled across an investor using a self-directed IRA. That experience led him to learn more about SDIRAs and he was amazed at how little info was available at the time. He went on to fund CamaPlan to help others leverage the power of SDIRA investing. Learn more about how SDIRAs can serve as rocket fuel to blast up your retirement account.   Key Market Insights 3rd generation real estate investor, Cornell grad, rocket scientist at Kennedy Space Center for 18 years Carl’s dad died land rich, cash poor, so Carl helped settle the estate Found someone who loaned money through an IRA Called IRS, bank to find out more, but nobody knew about it SDIRA can exponentially increase your options of investments Brokerage firms (Merrill Lynch, Vanguard, Fidelity, etc.) have self-direct IRAs, but only allow you to self-direct in what they sell Qualified investments range from stocks, bonds, real estate, notes, private placements, precious metals, tickets, automobiles and even llamas Life insurance and collectibles (coin collections, jewelry) are prohibited IRS tells you what you can invest in, not what you can’t invest in Can not sell property to yourself or your IRA, must be strictly for investment purposes Other disqualified persons to your SDIRA: parents, children, grandparents and grandchildren; however siblings, uncles, aunts, nephews and nieces are permitted You are not allowed to do your own rehab with an IRA owned property Who should use a SDIRA? People that want control of their investment If you have a 401k, IRA you can roll this into a SDIRA The process: Select a custodian, open an account, fill out transfer papers to fund the account, select the investment, fill out investment contract (in account’s name) and send to custodian, proceed with due diligence Loopholes to pull out funds before 59 ½ through a 72T Distribution Starting to discuss cryptocurrency for SDIRA accounts as people are putting Bitcoin into SDIRA, but there may be regulatory issues   Bull’s Eye Tips: Winning Your Market: When investing out of market, rent a place in the area for a couple months and get to know the area, use Facebook to sell properties Daily Habit: Write list every morning, review the list from the day before  Resources: Best Business Books:Keep It by Joe Luby Think and Grow Rich by Napoleon Hill   Digital ResourcesTrulia DealMachine    Tweet This: “Self-direct and supersize your IRA” "The IRS doesn’t tell you what you can invest in, they tell you what you can’t" "As Warren Buffet once said, “it’s great to diversify, but don’t diversify into things you don’t know”   Places to Grab a Bite:Geno’s Philly Cheesesteak Connect with Carl:Website: Camaplan.com Phone: 215-283-2868 Email: info@camaplan.com   Please leave us a review and rating. Be sure to check out more info at TargetMarketInsights.com.

Clay Malcolm explains what's involved with the new fiduciary rule, including if it changes SDIRAs at all. 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!

Clay Malcolm explains what's involved with the new fiduciary rule, including if it changes SDIRAs at all. 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!

Last weekend I had a great experience at a seminar in Dallas in a new to me "mentoring" type group I am considering joining. While at the seminar I met some incredible investors doing deals as small as a few single family houses up to some that had just closed multi-hundred unit transactions this year.  And even one investor I collaborated with that had built up his apartment unit portfolio to 1900 apartments in just a few years... AMAZING!!! Do you need to be born out of the gate with a golden spoon or do you think it's possible you can become the product of those you choose to surround yourself with and partner with? Check out this episode to learn more about private lending, Self-Directed IRA investing and approaching candidates by just being yourself, and surrounding yourself with the right network of people to lead to success!

Cash Flow Diary podcast guest Attorney Mat Sorensen is the guy that I was fortunate to meet and work with a few years ago. He is also the person who first introduced me to the idea of using SDIRAs, which happens to be the “most investable section of cash” available to you as a real estate entrepreneur in the world. Mat would know; he’s an author who wrote the book on SDIRA rules. He’s also a speaker, trainer, radio show host and all-around great guy! So, what does “SDIRA” mean? Simply it means “Self-Directed IRA” and as such it means the monies in that type of account can be used to invest in properties… like YOUR properties. And it’s not all that tough to rollover or transfer monies from a traditional IRA into one that is self-directed. You can’t do it, but there are companies that specialize in that sort of thing. You need a custodian for the self-directed account. Guess what Mat helps people do? Mat is one of people who can help people open SDIRAs, because that’s one of the things his firm advises clients to do. In fact, Mat has advised thousands of clients with self-directed retirement plan investments, because he is one of the go-to experts on the topic in the country.  Today, Mat has established IRA/LLCs, partnerships, private offerings, corporations, and other investment structures with self-directed IRAs and 401(k)s. In addition to account owners, over the years his clients have included trust companies, financial institutions, insurance companies, hedge funds, investment sponsors, and third party administrators. If you meet people who have self-directed IRAs, those people can invest in your deals. It pays to find out what type of retirement accounts those people you meet happen to have. And if they have a more traditional IRA or retirement account, you can help them move it to being a self-directed account… if you know who to send them to. Mat is a trusted source, because he is someone I can personally attest to that really knows his stuff.  Stick with this episode and you’ll learn that people might be calling your IRA “self-directed” when it absolutely is not. You’ll also learn what a truly self-directed IRA is and what it can do… which is invest in real estate. There are rules, however, and you need to follow them by the letter of the law. You aren’t the one investing; your IRA is.  This is a very educational episode, so make sure you keep a notepad next to you if you can as you listen. Mat does his best at using layman’s terms to explain the complicated stuff he does. Learn more. LISTEN NOW. 

Today, Dmitriy goes over how you can reduce the amount of tax you owe by taking advantage of SDIRAs for those who are self-employed. By lowering your take home income, you're able to pay less taxes and build wealth at the same time. 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, Dmitriy goes over how you can reduce the amount of tax you owe by taking advantage of SDIRAs for those who are self-employed. By lowering your take home income, you're able to pay less taxes and build wealth at the same time. 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, Clint Coons goes over the risks of SDIRAs this year and an alternative for real estate investors to take advantage of. Due to changes and statements from the IRS, Clint comments on how SDIRAs with investments in real estate can be targeted and how a qualified retirement plan can be a good option to look into. 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, Clint Coons goes over the risks of SDIRAs this year and an alternative for real estate investors to take advantage of. Due to changes and statements from the IRS, Clint comments on how SDIRAs with investments in real estate can be targeted and how a qualified retirement plan can be a good option to look into. 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!