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12 episodes with self directed retirement
3 episodes with self directed retirement
2 episodes with self directed retirement
2 episodes with self directed retirement
2 episodes with self directed retirement
2 episodes with self directed retirement
2 episodes with self directed retirement
2 episodes with self directed retirement
2 episodes with self directed retirement
#73: Welcome back to the Lenders playbook Podcast Episode... 73! Today we have Ryan Hughes and Ryan is on a mission to empower self-directed retirement investors to take control of their financial future. At NRL, he leads a team that delivers innovative, IRS-compliant non-recourse lending solutions, helping clients diversify into real estate, startups, and other high-potential opportunities — all while protecting their retirement accounts. Ryan is he's opening doors to a whole new world of retirement investing. Whether you're an investor hungry for growth or a partner ready to collaborate, this episode is packed with insights you don't want to miss. Tune in now and get inspired to unlock the full potential of your retirement funds!Lets go
How do self-directed retirement accounts work? In this episode, Adam Torres and Adam Bergman, Founder of IRA Financial, explore IRA Financial and Adam's journey as an entrepreneur. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
How do self-directed retirement accounts work? In this episode, Adam Torres and Adam Bergman, Founder of IRA Financial, explore IRA Financial and Adam's journey as an entrepreneur. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
Learn more about how to set up a self directed account here - https://pgiselfdirected.com/
How did Mitt Romney amass $20-100 Million in his IRA? In this episode, I introduce self-directed retirement accounts, what they are and what they are used for. Please subscribe and leave a review on your favorite Podcasting platform. If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook You can learn more about Elisa at her website or follow her on social media.Website: https://ww.GrowYourWealthyMindset.comInstagram https://www.instagram.com/GrowYourWealthyMindsetFacebook https://www.facebook.com/ElisaChianghttps://www.facebook.com/GrowYourWealthyMindsetYouTube: https://www.youtube.com/c/WealthyMindsetMDLinked In: www.linkedin.com/in/ElisaChiang
Hello everyone and welcome back to the Farming for Passive Income show where we strive to educate the agricultural community on how to create alternative income streams and diversification through commercial real estate private equity. Mat Sorensen is the founder and CEO of Directed IRA and Directed Trust Company. Directed IRA has over 1 billion in assets and provides self-directed accounts to investors in all 50 states. Mat is an attorney, real estate investor, bestselling author, international speaker, and expert on self-directed retirement accounts. 3:00 Self-Directed IRA 8:40 Key features of a standard self-directed IRA account, its relationship with Roth IRAs, and the relevance of solo 401(k)s. 13:58 Solo 401K 20:47 The risk in Investing using ROTH IRAs 23:00 Peter Thiel story 30:00 Fidelity IRAs 31:00 Process of Transferring Fidelity IRAs Connect with Mat: Website Podcast: Main Street Business / Directed IRA Keep updated, join our investor list: https://farmerscapitalgroup.com/join
Do you have a retirement fund?Book a call with Greg's team here - https://horizontrust.com/ryanpineda/Are you living The Wealthy Way? Take my free quiz with the link below and get FREE access to my course the “Wealth Builder Academy” where I go over all the fundamentals of building wealth in all areas of life.https://www.wealthyway.com/______________________________________________________Here's how my businesses can help you:Want to be coached by me on real estate investing? Apply at http://www.wealthyinvestor.com/case-study/ytLooking to grow in your faith and business? Join the premiere community for Christian entrepreneurs and business people. Develop your leadership, discipleship, and your faith at https://wealthykingdom.com/Are you an entrepreneur who wants to build their personal brand on social media? Go to https://wealthycreator.ioWant to utilize a full service social media agency? At Pineda Media, we film, edit, post, and personally coach you to create top level content and build your personal brand. Apply now! https://www.pinedamedia.com/Want to partner with me to supercharge your business? Apply at https://www.pinedapartners.com/You can invest in my real estate deals! Go to https://pinedacapital.comNeed tax and accounting help? Contact my CPA Firm! https://TrueBooksCPA.com/______________________________________________________My other social media channels:Subscribe to my real estate only channel "Wealthy Investor" https://www.youtube.com/c/futureflipper1Follow me on Social Media: https://www.instagram.com/ryanpinedahttps://www.tiktok.com/@ryanpinedahttps://www.twitter.com/ryanpineda______________________________________________________Did you know you can use your retirement find to invest? Before you actually retire? Greg and Ryan discuss how you go about this process.
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/podcast ----Connect with me online:- Instagram: https://www.instagram.com/matsorensen/- Facebook: https://www.facebook.com/MatSorensenS...- LinkedIn: https://www.linkedin.com/in/matsorensen/- Twitter: https://twitter.com/matsorensen----Leave your questions in the comment section below!
The big financial institutions really don't want you to know this… When you want to buy a Duplex down the street, you can use your retirement dollars! The days of only bonds and mutual funds are over. Anyone with a 401(k), Roth, or most types of IRAs can transition their account into a Self-Directed account and can invest in almost any type of private investment. Today, expert retirement account advisor, Mat Sorensen and I, discuss exciting new legislation that was passed 10 days ago that might allow you to supercharge your retirement!!! Last year, the SD IRA industry had a major scare… The Build Back Better Act in congress posed some existential risks to real estate investor's retirement opportunities. However, Mat and his acquaintances spent 2 months lobbying congress and succeeded in shooting down the act. Now, in 2023, the tide turned in the opposite direction and new laws have added major advantages for entrepreneurs. The opportunities and rules are still very intricate so I definitely recommend you tune into this incredible conversation with Mat! Take Control, Hunter Thompson Resources mentioned in the episode: 1. Mat Sorensen Website 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
IRA Financial's Adam Bergman Esq. discusses the best self-directed retirement plans for next year, including the Self-Directed IRA, both Checkbook and Custodian Controlled, the Roth IRA, and SEP & SIMPLE IRAs.
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive 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
Thus far on the podcast we have so far discussed whole life insurance, turnkey real estate, precious metals, and cryptocurrency but this is the FIRST episode we have had discussing notes.Through many mutual connections, Fred and I met almost 2 years ago. Fred is an author, entrepreneur, speaker and investor in all things notes.Most people are familiar with notes, usually by getting a mortgage (a type of promissory note) on a property and they are the ones MAKING the payments. But what if you could BUY a note and then RECEIVE the payments? Yet another passive income stream for your portfolio!Helpful Resources:The Little Green Book On Note InvestingFred's FREE ReportWhat Is A Note?Department of Labor Report – how a 1% fee can cut your retirement account by 28%Specialized Trust and Quest Trust – use your self-directed retirement accounts to invest in notes!Connect with Fredfred@libertiesmanagement.comwww.fredmoskowitz.com Stay connected with Wealth and Freedom Nexus!Instagram Twitter YouTube www.wealthandfreedomnexus.comWant to support the show? Buy me a coffee or become a Patreon member!As always, be sure to follow, subscribe, rate and share this podcast with other like-minded individuals who are in pursuit of wealth and freedom!
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive 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
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Damion Lupo Most of our listeners will know what a 401K and IRA are. If you're interested in alternative investments, you've likely been frustrated that they're hard to own in a retirement account. Maybe this led you to a self-directed IRA. Well, Congress has proposed changes to the laws governing IRAs as part of their $3.5 trillion reconciliation package. In its current form, their proposal would prohibit IRAs from investing in most alternative assets. All accounts holding these assets would need to liquidate them by the end of 2023. These changes, if enacted into law, would have a direct negative impact on your ability to self-direct your IRA! Damion goes over what's changing and some potential moves you can make to keep investing in alternative investments in your retirement account. Damion Lupo on Retirement accounts, Enjoy! --- Support this podcast: https://anchor.fm/investinalts/support
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive 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
Today's Ritter On Real Estate Guest is Bill Neville. Bill Neville joined The Entrust Group eight years ago through his initial role as Manager of Operations for the company's franchise program. When the program was discontinued, Bill stepped up to the task of managing the Compliance and Internal Audit departments. With a keen eye for detail and gaining valuable insights into the IRA industry, Bill kept Entrust's educational programs and internal processes in line with industry regulations. Bill actively takes pride in the company's growth and success and is currently the Business Development Manager for Entrust's San Francisco Bay Area office.""Bill Neville joined The Entrust Group eight years ago through his initial role as Manager of Operations for the company's franchise program. When the program was discontinued, Bill stepped up to the task of managing the Compliance and Internal Audit departments. With a keen eye for detail and gaining valuable insights into the IRA industry, Bill kept Entrust's educational programs and internal processes in line with industry regulations. Bill actively takes pride in the company's growth and success and is currently the Business Development Manager for Entrust's San Francisco Bay Area office. Welcome to the podcast Bill! Key Points From The Episode: How Bill got his start in managing/recovery auditing/financial advising.What Entrust Group is and isn't. Custodian & record keeper for individuals.The definition of self-directed retirement planning.The freedom included with self-directed retirement accounts.Why most financial advisors limit their investment opportunities for consumers.Roth IRA & 401K transfers, rollovers, brokerage changes explained.The benefit of self-directed IRA's.What potentially disqualifies your self-directed IRA.IRA's owning assets, how it works.Books Mentioned: Sapiens: A Brief History of Humankind by Yuval Noah Harari
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive 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
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
Most of us were conditioned to think that we only get to touch our retirement money when we're old or else pay 30% in penalties and taxes to the IRS. How many of you knew that with self-directed retirement accounts, you can actually take that money and invest it, tax-free, in real estate or whatever asset you can think of? That is what David Blue educates people in every day at Quest Education. In this episode, he joins in to tell us how he teaches people to best use their solo 401ks, self-directed IRAs and other retirement accounts to carve their own way to financial freedom. Daniel also shares important lessons that he learned on his journey from being a 19-year-old father struggling with addiction to becoming an entrepreneur that helps people make creative, life-changing financial decisions. Tune in for more!Love the show? Subscribe, rate, review & share! https://www.brickeninvestmentgroup.com/podcast
Most of us were conditioned to think that we only get to touch our retirement money when we're old or else pay 30% in penalties and taxes to the IRS. How many of you knew that with self-directed retirement accounts, you can actually take that money and invest it, tax-free, in real estate or whatever asset you can think of? That is what Daniel Blue educates people in every day at Quest Education. In this episode, he joins in to tell us how he teaches people to best use their solo 401ks, self-directed IRAs and other retirement accounts to carve their own way to financial freedom. Daniel also shares important lessons that he learned on his journey from being a 19-year-old father struggling with addiction to becoming an entrepreneur that helps people make creative, life-changing financial decisions. Tune in for more!Love the show? Subscribe, rate, review & share! https://www.brickeninvestmentgroup.com/podcast
Ask Me How I Know: Multifamily Investor Stories of Struggle to Success
The painful acronyms of taxes can be a stink. Trying to understand them can be even more mentally exhausting if you don't fall asleep first. But did you know there are $30 Trillion in Retirement Accounts that can be invested in multiple ways? From real estate to cryptocurrency, to private funds, and so much more.Mat Sorensen expert on self-directed retirement accounts goes beyond the surface of taxes and dives deep into what you can do with your retirement account. Including the best tax decisions for self-employed solo vs having employees. Keep your eyes open for this tax discussion and learn a ton about what you can do with Your money. How can you use a retirement account to invest in alternate assets? What tax benefits come with investing alternatively? What are the benefits of a Solo 401k over a Roth IRA? Is there a tax difference?How is there a difference between investment spending and business spending? How does that affect my taxes? The #1 expense is taxes, how do you manage that? Be in the know on taxes to get the most out of your retirement moneyTo learn more about Mat and what he knows check out these links;www.linkedin.com/in/matsorensen@MatSorensenSDIRA (Facebook)https://sdirahandbook.com/https://directedira.com/podcast/https://sdirahandbook.com/podcast/Mat is the Founder and CEO of Directed IRA & Directed Trust Company, is an attorney, best-selling author, and a national speaker and expert on self-directed retirement accounts.Mat has been at the forefront of the self-directed IRA industry since 2006. He wrote The Self-Directed IRA Handbook, which is the most widely used book in the self-directed IRA industry that has sold over 30,000 copies.Mat is also a VIP Contributor at Entrepreneur and has been cited, referenced, or quoted by the Wall Street Journal, Forbes, and The Guardian on self-directed topics.To find out more about partnering or investing in a multifamily deal schedule a call here https://calendly.com/threekeysinvestments/get-acquainted-callDownload a free e-book on Why Invest in Multifamily at ThreeKeysInvestments.comPlease RSS: Review, Subscribe, Share!Support the show (and my reading addiction)! https://www.buymeacoffee.com/AskMeHowIKnow
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive 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
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive 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
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive 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.
What investments are held by your 401k. You don’t know? I don’t either, but I can tell you one thing for sure - it’s not real estate. Why? It’s too much hassle for 401k administrators. This reality has given rise to independent retirement account administrators called custodians to allow you to direct your retirement dollars into real estate. The trick is - you can’t do it with your current employer’s retirement plan. You have to fund it separately. Today I’m going to introduce you to one of the most powerful and successful Self Directed IRA custodians out there - American IRA. And we are going to talk about how you can invest retirement money into safer, better returns, which are tax-deferred and could even be tax free. Sean McKay American IRA Senior Vice President talked with me and with the Flipping America REIA about your options to invest with a self-directed retirement account. You could be building tax-free wealth. Learn how to create an account, roll-over an existing 401k or other retirement account, and hear several strategies for putting this money to work. How to contact us www.RogerBlankenship.com. Leave a voicemail right from the home page! Facebook.com/flippingamericamedia Twitter and Instagram @FlippingAmerica Call our National Comment Line: 877-55-ROGER (877-557-6437) ext 1. Leave your message or your question. Email your questions to questions@flippingamerica.net. Please always tell us where you are from. We like to know where the show is being heard. And let us know how you found out about us if you don’t mind. Sponsors American IRA: www.americanIRA.com Flipping America Funding : Get the money you need for your business, for your training, for infrastructure, and for your projects. Flipping America Funding is your one-stop shop for all of your business funding needs. FlippingAmericaFunding.com. Legal Shield News and Resources: Nice summary https://www.thebalance.com/how-to-invest-in-real-estate-with-a-self-directed-ira-4057066 This article does a nice job of explaining how it’s done and points out the one real knock on investing in real estate with your SD-IRA https://www.kiplinger.com/article/real-estate/t032-c032-s014-how-to-use-a-self-directed-ira-for-real-estate.html Also a good summary: https://www.irafinancialgroup.com/learn-more/self-directed-ira/self-directed-ira-for-real-estate/ This link highlights the distinction between self-directed and self-managed and thoroughly defines “custodian” https://www.realtymogul.com/knowledge-center/article/investing-self-directed-ira-real-estate-basics One of the most complete overall summaries. Also points out the advantage of forming a business entity within the SD-IRA https://morrisinvest.com/blog/2020/5/16/how-to-use-a-self-directed-ira-to-invest-in-real-estate/ Quick read, basic. https://www.theentrustgroup.com/blog/basics-of-self-directed-iras-and-purchasing-rental-property-with-retirement-funds I like investopedia generally, but this article was clearly written by someone who is terrified of real estate. https://www.investopedia.com/articles/personal-finance/111615/using-your-ira-buy-investment-property.asp Good mention of the need for non-recourse loans in a self-directed. https://www.forbes.com/sites/greatspeculations/2018/04/09/five-things-to-consider-before-buying-real-estate-with-a-self-directed-ira/?sh=767a61d81d8a Mindset Moment: Commentary on the Flipping America Pledge: “I am the REASON” Don’t ask for things to be easy. I will take easy money when it comes, but I’m not going to simply wait for it. Some of life’s most valuable things come from what is hard. Relish the hard. Questions from Listeners: Suzanne, Tampa, FL, “I looked at a private placement memo from an apartment operator and he talked about a cap rate of 7% but the investment projects a 13% IRR. I looked that up and read some articles about IRR, but I’m as confused as ever about what it really means. Can you help?” Carla, Stone Mountain, GA “I tried to buy a rental house nearby. I have a good job and good credit (over 720) and the house already has a tenant living in it. But my bank denied the loan because of debt to income. They said I didn’t make enough money to qualify for both payments. When I looked into this, they weren’t counting the income from the property. What can I say to help them understand their error?” Ted, Macon, GA “I was going for a loan on a couple of rental houses and the lender only counted part of the rental income. When I asked why they said “expense ratio”. Can you explain this?” Andrew, Baltimore, MD, “I was telling my friend that I just got a subject-to deal with $200 per month positive cash flow. He asked me how I was going to make up for what I’d be losing on that deal. I thought he was kidding, but he was dead serious. I didn’t want to look like a moron to my friend, so I thought I’d ask you.” Motivational Quote: “If you love life, don’t waste time, for time is what life is made up of.” ― Bruce Lee
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive 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.
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive 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.
Join JD and Melissa on the show today with Edwin Kelly as they talk about private money! He's the CEO and founder of Specialized Trust Company and one of the country's leading experts in the self-directed retirement account space. Sounds too good to be true? Stay tuned, and find out for yourself! Here's what to expect on the podcast: If you have zero control over your money, then what's the point? Take control of your financial life! The differences between self-directed IRA's from “plain vanilla” IRA's. How can real estate investors use self-directed accounts to their advantage? Why has there been an increase in people moving money from the stock market to self-directed accounts? How does all of this work in the first place? And much more! About Edwin Kelly: Edwin Kelly is America's leading expert on Self-Directed Retirement accounts and self-directed investment strategies. He has more than 24 years of experience in the Financial Services Industry. He worked for such notable companies like UBS and BISYS. Edwin is a Founder and currently serves as CEO of Specialized Trust Company. Connect with Edwin Kelly! Website: https://specializedtrustcompany.com/ LinkedIn: https://www.linkedin.com/company/specialized-trust-company/ Facebook: https://www.facebook.com/specializedtrustcompany Connect with JD, Annabel, and Melissa! Website: https://therealestatejam.com/ Facebook: https://www.facebook.com/therealestatejam/ Instagram: https://www.instagram.com/therealestatejam/ YouTube: https://www.youtube.com/channel/UCa_CWAV1OvH81yp6fITB4lg Shorefront Investments: https://shorefront-investments.com/ Email: therealestatejam@gmail.com
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive 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.
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive 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.
IRA Financial's Adam Bergman Esq. explains your options if you are deciding on self-directing your retirement plan, including the Solo 401(k) for self-employed individuals and the Self-Directed IRA.
On today's episode of Two Smart Assets, co-hosts Danny Nickles and Chris Thompson welcome Josh Plave, founder of Wall to Main. Josh is a full-time multifamily investor who helps people de-risk their retirement portfolios. He talks about how he got into investing at 16, why he moved into multi-family investments, how to get started in self-directed retirement investment, and important restrictions to take into consideration. Connect with us on Facebook: https://www.facebook.com/TwoSmartAssets/Follow us on Instagram: https://www.instagram.com/twosmartassets/Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com Contact Josh Plave and find out more about Wall to Main: Email: josh@walltomain.comWebsite: https://www.walltomain.com/LinkedIn: https://www.linkedin.com/company/wall-to-main/Facebook: https://www.facebook.com/walltomain/Instagram: https://www.instagram.com/walltomain/ Check out Josh’s UBIT Calculator: https://www.walltomain.com/ubit-calculator
Want to become financially free through real estate? Check out our book on jump starting a cash flowing real estate portfolio at https://www.therealestateinvestingclub.com/real-estate-wealth-book In this episode I interview Bernard Reisz, integrated financial & tax expertise with a focus on real estate, entity structuring, 1031 exchange, and self-directed retirement accounts. Bernard has some great advice about deal structuring and utilizing your retirement accounts to expand your real estate empire. He is an expert in tax with great advice for investors looking to save as much as they earn, so strap in, grab your pen and paper and enjoy the show. Want to connect with the guest? Check out their LinkedIn profile here: https://www.linkedin.com/in/bernard-reisz-cpa/ Enjoy the show? Subscribe to the channel for all our upcoming real estate investor interviews and episodes. ************************************************************************ GET INVOLVED, CONNECTED & GROW YOUR REAL ESTATE BUSINESS LEARN -- Want to learn the ins and outs of real estate investing? Check out our course at https://www.therealestateinvestingclub.com READ -- Want real estate book recommendations? Check out our list of the best books on real estate investing: https://gabepetersen.com/2020/06/14/best-books-on-real-estate-investing/ PARTNER -- Want to partner on a deal or connect in person? Email the host Gabe Petersen at gabe@therealestateinvestingclub.com or reach out on LinkedIn at https://www.linkedin.com/in/gabe-petersen/ CONNECT -- Want to join one of the most active Facebook Groups for Real Estate Investors? Click here to join: https://www.facebook.com/groups/2940993215976264 GROW -- Want for us to bring you leads and run your real estate digital marketing? Reach out to our partner agency at https://www.getclientsquick.com WATCH -- Want to watch our YouTube channel? Click here: https://bit.ly/theREIshow LISTEN -- Want to listen to our Podcast? Go here: https://therealestateinvestingclub.buzzsprout.com/ ************************************************************************ ABOUT THE REAL ESTATE INVESTING CLUB SHOW The Real Estate Investing Club is a podcast and YouTube show where real estate investing professionals share their best advice, greatest stories, and favorite tips in real estate. Join us as we delve into every aspect of real estate investing - from self-storage, to mobile home parks, to single family rentals, to real estate syndication! Join us as we learn about these REI pro's career peaks and valleys and the lessons they learned along the way! #realestateinvesting #passiveincome #realestateSupport the show (https://paypal.me/GabrielWPetersen?locale.x=en_US)
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Dmitriy Fomichenko is the founder and president of Sense Financial Services LLC, a boutique financial firm specializing in self-directed retirement accounts with checkbook control. He began his career in financial planning and real estate investing in 2000. He owns multiple investment properties in various states and is a licensed California Real Estate Broker. Over the years, he has taught hundreds of investment and financial planning seminars and has mentored thousands of investors. Website: https://www.sensefinancial.com/ https://www.biggerpockets.com/users/SenseFinancial Facebook: https://www.facebook.com/dfomichenkoLinkedIn: https://www.linkedin.com/in/dfomichenko
On today's episode, we sit down with Edwin Kelly. Edwin is America's leading expert on Self Directed Retirement accounts and self-directed investment strategies. He has more than 24 years of experience in the Financial Services Industry. Edwin is a Founder and currently serves as CEO of Specialized Trust Company. Prior to founding Specialized Trust Company, Edwin helped grow one of the largest Self-Directed IRA Custodian's in the industry. In our conversation, he shares his expertise with us. To learn more about Edwin and his company visit https://specializedtrustcompany.com.
Kaaren Hall is the CEO of uDirect IRA Services, LLC, which has $500MM+ under its management. Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs. Learn more about Kaaren Hall and her thriving company at uDirectIRA.com. Connect with Kaaren Website: https://udirectira.com/about/ Phone Toll-Free: 866-447-6598 Phone: 714-831-1866 ___________________________________ Want to appear on our podcast? Contact Us Learn how you can passively put your hard earned money to work for you through multifamily syndication: Steed Talker Capital Connect with Us: Facebook Twitter Linkedin Instagram Youtube
https://www.youtube.com/watch?v=RlydBGujc2k Do you have money in a retirement account that you wish you could use to invest in real estate? Today, we're talking about self-directed accounts and investment strategies, with Edwin Kelly, the CEO of Specialized Trust Company. So, if you want to know how to best use qualified plan money to help you reach your financial goals and invest in real estate, figure out if you should continue funding self-directed IRAs, and maximize the ability to use your money and minimize taxes so you can best use every dollar towards creating time and money freedom, tune in now! Who Is Edwin Kelly? Edwin Kelly is America's leading expert on Self Directed Retirement accounts and self-directed investment strategies. He has more than 24 years of experience in the Financial Services Industry. He worked for such notable companies like UBS and BISYS. Edwin is a Founder and currently serves as CEO of Specialized Trust Company. Prior to founding Specialized Trust Company, Edwin helped grow one of the largest Self-Directed IRA Custodians in the industry. Edwin is an avid educator. He adds value to clientele by developing significant knowledge assets at every company he has worked with. His passion for helping others learn about their Self-Directed IRA options has made Edwin a popular and engaging speaker. He is frequently invited to speak at seminars and workshops, in webinars, and as a radio guest. Edwin has made several special appearances on the Money Show, and his work and ideas have been featured in major national magazines and newspapers throughout the United States. Topics he is frequently asked to speak about include: What the average person can do to take charge of their finances so they can stop worrying about money and look forward to a comfortable retirement.Little-known investment strategies that have helped people retire sooner than they expected.Completely legal secrets to growing wealth tax-free. Specialized Trust Company is a member of RITA (The Retirement Trust Association). Edwin attended The Ohio State University and holds an MBA from Franklin University. He is the co-author of the bestselling book Leverage Your IRA. He is currently writing his next two books: The Retirement Dilemma and 7 Specialized Strategies You Can Implement to Solve It, as well as The Shift. Self-Directed Account Topics Covered: The basic difference between plain vanilla qualified plans and self-directed retirement plans.How self-directed accounts provide a way to invest money inside a 401(k), 403(b), IRA, TSP, 529, Solo 401(k), SEP IRA, or Simple IRA into alternative investments like real estate, notes, precious metals, bitcoin, etc.Self-directed IRAs can be tax deferred or tax-free.Three steps to self-directing.The difference between tax deferral and tax free accounts.The types of alternative assets you can invest in with a self-directed account.Why you want to keep all self-directed investments at arms length to avoid self-dealing.When you would want to invest in real estate inside a self-directed IRA, and when you would want to invest in real estate outside a self-directed IRA. Self-Directed IRA Top Takeaways: Self-directed accounts are government-sponsored plans. If you use them, you have to play by the government's rules.If you defer a tax, you lose control because you postpone taxes to an unknown future tax environment.When deciding whether to invest in real estate inside or outside of a self-directed plan, you need to consider your goals. You can invest for appreciation inside a self-directed plan, but not for cash flow. That's because, inside a self-directed plan, you cannot depreciate real estate and you cannot personally receive the real estate cash flow. However, at the sale of the property, all income goes back into the self-directed account and you avoid capital gains taxes. So if you are investing for cash flow today to increase your net investible...
3 Ways to Protect & Grow Your Note Portfolio Using Self-Directed Retirement Strategies in the Post-Pandemic Economy with Carole Ellis
Harvard Law Attorney George Blower leads a discussion of the impact of the SECURE Act on self-directed retirement accounts including self-directed Solo 401k, ROBS 401K and IRA LLC accounts. https://www.mysolo401k.net/
Greg Clement and Don Fowler interview John Bowens of Equity Trust. They discuss why right now is the perfect time to establish self-directed accounts and how you can be ready for the buying opportunities that will arise in the near future.They discuss the following topics in detail:*How to increase the yield on Real Estate Investments through Self-Directed IRA tax-mitigation strategies*How to buy rentals and perform fix & flips with a SDIRA*How other investors are creating wealth with their SDIRA’s*Why now is a great time to self-direct AND get ready for buying opportunitiesOur experts will also discuss:*CARES ACT SEC. 2103 - When is the right time to access your IRA funds and when to leave them alone*Solo K for self-employed individuals (don’t know what this is? Make sure you’re on this call!)*Partnering of accounts to do a larger investment and why this is a good idea*What is a Real Estate Joint Venture? Discover how you can do a minority investment share, but get the majority of the investment profit.Remember, people over profits is our number one priority. However, new buying opportunities will arise, creating win-win types of situations for both investors and sellers and we want you to be ready for them.About John BowensJohn Bowens, Sr. National Education Speaker and Retail Sales Manager at Equity Trust, provides educational resources to real estate and alternative asset investors. Through years of experience working with self-directed IRA investors and holding positions in contracting, operations and building management, John has developed an educational curriculum that delves deep into the lesser known aspects of IRA investment techniques.About Equity TrustEquity Trust is a financial services company, headquartered in Cleveland, OH that enables individual investors to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity, and precious metals.For more up to date real estate investing news, current events and helpful resources, visit investorshift.comStart using Realeflow in your business today! www.realeflow.com ____________________________________________________You can follow us at:- Facebook: https://www.facebook.com/realeflow/ - Instagram: https://www.instagram.com/realeflow/ - Twitter: https://twitter.com/Realeflow
The problem with custodian-held retirement accounts is that they don't give account holders much room to direct the way their money gets invested. Self-directed retirement accounts, on the other hand, offer a host of benefits in this regard. They allow account holders to move from a stocks/bonds model into all types of other investments, such as real estate! Today's guest is Dmitriy Fomichenko from Sense Financial, and he joins us on the show to speak about how he helps his clients start self-directed retirement accounts with checkbook control at his firm. After emigrating to the US in 1996, Dmitriy pursued careers in electromagnetic engineering, finance, and real estate too. In this episode, Dmitriy tells us about how he got introduced to real estate investing after buying a fixer-upper forecloser property and enjoying huge yields due to the market cycle at the time.
Self Directed Retirement Accounts (IRA and ROTH) have long been used as a means to put retirement funds to work creating greater yield by investing in Real Estate. Earnings and Capital Gains go back into the retirement account tax free or tax deferred, depending on the structure. It is not common knowledge that this is possible for investing in startups and growth stage companies offering shares in exchange for investment capital. In fact this one of the 'Inside Secrets' Karen covers in her book Inside Secrets to Angel Investing. Tune in to hear how to use this as an entrepreneur seeking investment capital or as an angel investing seeking better returns than offered through traditional stock exchange investing. Patrick Hagen is the National Director of Business Development for STRATA Trust Company, a self-directed IRA custodian that specializes in holding alternative assets for IRA/401(k) account holders. Patrick has 16 years of experience in the self-directed IRA industry and has worked with thousands of self-directed IRA clients. He is extremely well versed in self-directed retirement plans and enjoys using his extensive, hands-on experience in the field to help investors understand their retirement plan investment options and the corresponding IRC rules and regulations. He works with all types of self-directed IRAs investors; however, his primary focus is working within the private placement space. He works closely with a network of private equity firms, attorneys and private placement investors. Connect with Karen Rands through http://karenrands.co to learn more about our services and sign up for video clip newsletter: Compassionate Capitalist Coffee Break eblast; on the contact page.
Self Directed Retirement Accounts (IRA and ROTH) have long been used as a means to put retirement funds to work creating greater yield by investing in Real Estate. Earnings and Capital Gains go back into the retirement account tax free or tax deferred, depending on the structure. It is not common knowledge that this is possible for investing in startups and growth stage companies offering shares in exchange for investment capital. In fact this one of the 'Inside Secrets' Karen covers in her book Inside Secrets to Angel Investing. Tune in to hear how to use this as an entrepreneur seeking investment capital or as an angel investing seeking better returns than offered through traditional stock exchange investing. Patrick Hagen is the National Director of Business Development for STRATA Trust Company, a self-directed IRA custodian that specializes in holding alternative assets for IRA/401(k) account holders. Patrick has 16 years of experience in the self-directed IRA industry and has worked with thousands of self-directed IRA clients. He is extremely well versed in self-directed retirement plans and enjoys using his extensive, hands-on experience in the field to help investors understand their retirement plan investment options and the corresponding IRC rules and regulations. He works with all types of self-directed IRAs investors; however, his primary focus is working within the private placement space. He works closely with a network of private equity firms, attorneys and private placement investors. Connect with Karen Rands through http://karenrands.co to learn more about our services and sign up for video clip newsletter: Compassionate Capitalist Coffee Break eblast; on the contact page.
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Thomas is the co-founder and VP of marketing at Rocket Dollar, a self-directed retirement account provider. Young's close contact with many self-directed investors led him to identify a strong need for a platform combining the best attributes of a self-directed account while leveraging the best technology of the day to make it easy to operate these accounts. Rocket Dollar is making it simple and secure for folks to take advantage of their oftentimes largest investable pool of assets, and invest in the things they care about. Website: https://www.rocketdollar.com/
Dan Kryzanowski is an active real estate investor and fundraiser, 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. Dan has personally raised millions of dollars from family offices and individuals, and empowered his partners to raise seven-figures on multiple occasions. Dan serves as Executive Vice President at Rocket Dollar, unlocking the $10T pool of untapped retirement assets for the real estate community. He is also a Capital Partner for Pinnacle Storage Properties and Corporate Board President for Hugh O'Brian Youth Central Texas. Dan, a Wharton graduate, previously led commercial real estate initiatives for GE Capital in Mexico and South America. Podcast Highlights Who is Dan Kryzanowski? Dan attributes his business success to his magic afro and his early basketball success. Dan had a very blessed life for his first 30 years, he followed what would be considered a pretty normal path that most people in his generation would follow, right up until the crash of 2008. That made him rethink things a bit and Dan found that he wasn’t particularly interested in working for General Electric for the next 30 years of his life. He and his wife moved back to Texas and started looking at alternative investment. There were a few signs that GE wasn’t going to be a great place to spend the rest of his career at. Ultimately it was a personal decision to change the path from following everyone else and being led by fear or having the confidence to do things on his own. Why Real Estate and self directed retirement accounts? While working his traditional career Dan had always been interested in things he could do with his 401(k). When he had a fateful conversation with a guy that flipped houses at a wedding, Dan was exposed to the world of self directed retirement accounts. Once he realized that there were a number of benefits using your retirement funds to invest in real estate, it all just made sense. Instead of making 2%-3% with a traditional bond or fund, he can earn double digit returns working with someone he trusts and can look at the real estate and see the asset. Using self directed retirement account was the key that unlocked everything. The idea has been around since the 70’s. Self directed retirement accounts are where you take full control of where your retirement dollars go. There are an infinite number of investments you can access and there are no fees or early withdrawal penalties. Rocket Dollar has completely eliminated the friction involved in using self directed retirement accounts to invest. Dan’s company is very focused on education and informing people the options that are available to them. You have full control of your money at all times for a low monthly fee. If you’re self employed, you are eligible for the Solo 401(k). Not only can you contribute ten times as much as an IRA, you also get full checkbook control by default. What if my HR department said my 401(k) is already self directed? By one definition your 401(k) at work is self directed, but it wouldn’t count as Self Directed. You get a handful of choices in what you invest in but you don’t have true freedom in where yo
This is a short podcast in Chinese to talk about setting up self-directed retirement plan to invest projects that can generate stable passive income. Sunny has also shared her experience with solo 401K established by Cabers Group.
This is a short podcast about using self-directed retirement funds to invest in non-traditional assets. Sunny has compared the differences between self-directed IRA and solo 401K. She has also shared her experience using solo401K to invest various projects and gained stable passive income.
John Larson and the Real Estate Cowboys talk passive income real estate investing. Hear new episodes every Sunday morning at 8 a.m. The Cowboys talk about the ins and outs of choosing a custodian for your self-directed retirement account. Keep the #CowboyCoffee hot while listening to John, and the Cowboys talk about how to #BeACowboy and earn passive income in real estate.
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you build & protect your wealth and lifestyle today and generationally. Optimizing Retirement income does not happen with a product. Mutual funds, life insurance, real estate, or annuities by themselves will not help you optimize your retirement income. You must have an integrated approach. DISCLOSURE: KRAIG IS THE INCOME ENGINEER BUT HE IS NOT AN ATTORNEY OR A CPA. PLEASE DO NOT CONSIDER THINGS ON THIS SHOW AS ADVICE. PLEASE TALK WITH A QUALIFIED CERTIFIED FINANCIAL PLANNER BEFORE MAKING ANY FINANCIAL DECISIONS. Keywords Financial Dependence, Financial Solvency, Financial Stability, Debt Freedom, Financial Security, Financial Independence, Financial Freedom, Financial Abundance, retirement, pension, income, protect, rescue, help, money, savings, Certified Financial Planner (Job Title), Income Tax, Money, Finance (Industry), wealth, tips, Personal Finance, financial podcast, infinite banking, Self-Directed IRA, Retirement Planning Tips, Retirement Planning, Individual Retirement Account, Investing 101
Target Market Insights: Multifamily Real Estate Marketing Tips
Since the inception of the IRA in 1974, investors have been able to hold assets in their retirement that are alternatives to stocks, bonds and mutual funds. Brittany Pickell often comes across investors, who are surprised to learn of these alternative investing options since most brokerages only offer stocks, bonds and mutual funds. Brittany is the Director of Marketing and Sales for Next Generation Trust Company, helping to educate the marketplace about self-directed IRAs as a wealth-building option. On today’s episode, she explains different types of retirement accounts, restrictions, and best practices when using your retirement account to buy real estate and other alternative assets. Partner: Get Your Early Bird Tickets to the Midwest Real Estate Networking Summit Key Market Insights Many investors are not familiar with self-direct retirement accounts Institutional brokerage accounts steer investors towards their funds Retirement industry is $20 trillion industry – only 3-4% percent are invested in alternative investments Self-direct IRA and Retirement Plans are similar to other retirement plans but offer more options and control for investors If you use your IRA to invest, your gains remain tax-deferred (traditional) or tax-free (Roth) Mortgages are allowed, but must be a non-recourse loan Other options are to partner with other individuals or their IRAs Cannot buy or sell directly with disqualified people – ascendants, descendants and their spouses (parents, children, grandparents, grandchildren) Solo 401k allows you to contribute salary and business earnings Other account types: Coverdell Education and Health Savings Accounts The number of 65-75 years old who have filed for bankruptcy has tripled People need to be careful of checkbook control to ensure they follow all requirements as an IRA owner Penalties include early withdrawal fees, taxes, and back taxes Bull’s Eye Tips: Winning Your Market: Be educated Tracking Market Changes: Industry publications like Ascencus Daily Habit: Working out and coloring Resources: Best Business Books: How to Win Friends and Influence People by Dale Carnegie Digital Resources Podcasts Akimbo – Seth Godin Tweet This: "If you’re buying stocks, how much control do you have over that company?" "If you use your IRA to invest, your gains remain tax-deferred (traditional) or tax-free (Roth)" Places to Grab a Bite: BBQ – Hot Rods Asian Fusion – Origin French Thai Diner - Tops Diner Breakfast - Jenny’s Café Connect with Brittany: Email: brittanyp@nextgenerationtrust.com Leave us a review and rating on iTunes or Stitcher. Be sure to check out more info at TargetMarketInsights.com.
Financial security in retirement is everyone's joyful finale. This takes a lot of planning and saving up until the time comes when you can already leave the hustle and bustle and reap what you sow. While you undergo preparation, there are few things to take note of – the choice of a self-directed retirement plan, […]
Many people would like a way to invest in real estate and pay less taxes. Well what a lot of people may not know, is that they may have the capital available to do this, they just have to move it around, get it into a self directed IRA, and have some professional guidance. Listen in for tips on executing this strategy. If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review! Best Ever Tweet: “South Dakota and New Mexico are the best states to get a license in” - Edwin Kelly Edwin Kelly Real Estate Background: Expert on Self Directed Retirement accounts and self-directed investment strategies CEO and Co-Founder of Specialized IRA Services He has more than 24 years of experience in the Financial Services Industry Based in Albuquerque, NM Say hi to him at Best Ever Book: Losing My Virginity by Richard Branson Sponsored by Stessa - Maximize tax deductions on your rental properties. Get , the essential tool for rental property owners.
IRA Financial Group’s Adam Bergman discusses Financial Technology trends in the Self-Directed Retirement industry, specifically the financial services market (banking, loans, etc.).
IRA Financial Group’s Adam Bergman discusses the new Bitcoin Futures Exchange and what it means for retirement investors looking to buy cryptocurrency.
In this episode, Whitney interviews Chris Tanner, Business Development Manager at New Direction Trust Company. New Direction Trust Company has assisted thousands of people in setting up their Self Directed Retirement accounts, and have extensive experience in facilitating real estate syndication. Chris shares the workflow for using Self Directed IRA funds in real estate syndication. We kickstart this show by highlighting the differences between Roth IRA and Solo 401 (k). You will also learn the pros and cons of hiring a custodian for your 401(k). What is the biggest mistake that syndicators make while deploying IRA funds in syndication? And will investors end up paying taxes when they use their IRA funds in syndication? This show will simplify and clarify many common queries that syndicators and investors have. Tune in now!
Many Real Estate Investors have heard that they can save big money on taxes and increase the value of their retirement funds by investing in real estate using a Self-Directed IRA, but they still haven't taken the steps necessary to make it happen. On today's episode we talk with Edwin Kelly, one of the nation's top experts on Self-Directed Retirement accounts to learn why they're such a great tool & vehicle for building legacy wealth. Edwin also share's his Triple-D, three-step process: DECIDE that you want one and set it up properly, DEPOSIT the money you'll need to work with, and DIRECT that money into the investment vehicle of your choice. Edwin does a great job of simplifying the process in a way that might finally get you to take action. He also shares stories of his clients who have used SDIRA's to eliminate their credit card debt, shield their wholesaling income from earned income tax, and created thousands of dollars in monthly retirement income off of an initial $4,000 investment. We also bring the conversation to a higher level when Edwin answers my questions about investing in syndications through SDIRA's and the consequences of UBIT and UDFI taxation on leveraged investments. I know you'll get a lot of great, action-able information from this conversation. Edwin will also be a featured speaker at the RPOA's Annual Real Estate Investors FREE Conference and Expo, which is taking place February 22 - 24, 2018 in Grand Rapids, Michigan. You can go to rpoaonline.org to register for FREE!
Edwin Kelly is America’s leading expert on Self Directed Retirement accounts and self-directed investment strategies. He has more than 24 years of experience in the Financial Services Industry. He worked for such notable companies like UBS and BISYS. Edwin is a Founder and currently serves as CEO of Specialized IRA Services. During his career, Edwin has also helped set up a Self Directed IRA provider and grow it from 2 employees with approximately 300 accounts to 15 employees with approximately 3000 accounts. Edwin has helped one Self Directed IRA Custodian to become the largest in the industry. In 7 years, he grew the company from 97 employees to 300 employees, increased the Assets Under Custody from $2 Billion to $12 billion, and participated in the successful acquisition of 3 competitors. Edwin is an avid educator, adding value to clientele by developing significant knowledge assets at every company he has worked with. His passion for helping others learn about their Self Directed IRA options has made Edwin a popular and engaging speaker who is frequently invited to speak at seminars and workshops, in webinars, and as a radio guest. Edwin has made several special appearances on the Money Show, and his work and ideas have been featured in major national magazines and newspapers throughout the United States. Topics he is frequently asked to speak about include: What the average person can do to take charge of their finances so they can stop worrying about money and can look forward to a comfortable retirement Little-known investment strategies that have helped people retire sooner than they expected Completely legal secrets to growing wealth tax-free Edwin Kelly is a member of RITA (The Retirement Trust Association), attended The Ohio State University, and holds an MBA from Franklin University. He is the co-author of the bestselling book Leverage Your IRA. He is currently writing his next book, The Retirement Dilemma and 7 Specialized Strategies You Can Implement to Solve It. What you’ll learn about in this episode: The main two types of IRAs that exist The three things that you cannot do with IRAs How the government thinks & operates when it comes to handling IRAs Some of the more popular things that you can do with IRAs The critical difference between traditional IRAs & Roth IRAs Where most investments happen within IRAs A little-known rule when it comes to retirement account investing The importance of having open conversations about money & creating a financial plan Why you need to be committed to rewriting your family legacy Resources: REInvestorSummit.com/Specializedira REInvestorSummit.com/noteservicing REInvestorSummit.com/live REInvestorSummit.com/100 REInvestorSummit.com/101
Self-directed accounts allow you to be your own fund manager and underwriter to decide how your money is deployed. Chris and Jason give some tips on doing your homework in regards to choosing the right investment deals for you. They explain that the deals with the highest return aren't necessarily the safest, and give a bunch of different ideas that might work for you. They also warn to watch out for some of the IRS rules about self-directed accounts which can end up costing you a lot of money if you aren't aware of them. Watch to learn more about this fantastic option for your money.
This week we spoke with Chris Tanner from Diverse Retirement Solutions about using your IRA to invest in real estate and other assets.
Self-directed accounts allow you to be your own fund manager and underwriter to decide how your money is deployed. Chris and Jason give some tips on doing your homework in regards to choosing the right investment deals for you. They explain that the deals with the highest return aren't necessarily the safest, and give a bunch of different ideas that might work for you. They also warn to watch out for some of the IRS rules about self-directed accounts which can end up costing you a lot of money if you aren't aware of them. Watch to learn more about this fantastic option for your money.
Self-directed accounts allow you to be your own fund manager and underwriter to decide how your money is deployed. Chris and Jason give some tips on doing your homework in regards to choosing the right investment deals for you. They explain that the deals with the highest return aren't necessarily the safest, and give a bunch of different ideas that might work for you. They also warn to watch out for some of the IRS rules about self-directed accounts which can end up costing you a lot of money if you aren't aware of them. Watch to learn more about this fantastic option for your money.
Damion & Dan Discuss: How to Reduce Fees to Near Zero for Self Directed Retirement Plans Zero Tax Real Estate Investing Strategies Controlling the Checkbook in Your Retirement Account Ditching the Wall Street Way for Real Estate Investing Instead!! Mentioned Episodes: (There are 89 Content Packed Interviews in Total) Paul Sloate June Monthly Market Update Dan Breslin on Gentrification-Doubling Property Values Austin Stack on Being Drafted Onto the Diamond Equity Team David Krulac on Creating HUGE Value through Subdividing Residential Acreage Resources Mentioned in the Episode: www.TotalControlFinancial.com Do You Know Anyone Else Who’s a Real Estate Investor? Do You Think they’d Also Enjoy this Episode? Please Forward this Link & Tell Them to: Sign Up for the REI Diamonds Weekly Podcast Your Copy of “Become a Wholesale Real Estate Master” Just Go to www.REIDiamonds.com to Download a Copy & Check out Recent Popular Episodes.
In this episode of the FlipNerd.com Expert Interview, Glen Mather gives us a 'self directed 101' lesson on the basics of self-directed IRA and 401K opportunities. Specifically, how to use them as a real estate investors. There's a lot of mis-information in this space, but Glen helps set us straight. Come learn more about this incredibly powerful tool. 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!
This is episode #352, and today Darlene Root joins us. There truly is NO better way to build wealth than with real estate, and there are some powerful tools to make this statement even more true. Self-Directed Retirement and Self-Directed Health Savings Accounts are a couple tools that NO real estate investor should be without. With the rising cost of healthcare in America for you and your family, a self-directed HSA is a powerful tool that if you're not already using, you need to learn a lot more about. Darlene Root joins us today to share her knowledge on HSA’s, and provide some tips to help you get started to. As real estate investors, we have a significant advantage over other types of investments to grow the balances in our accounts far faster than traditional investments. This is incredible information my friends….let's dive into today’s show. Please help me welcome Darlene Root to the show! Get your copy of our FREE "Profiting with Rental Properties" Guide!
This is episode #352, and today Darlene Root joins us. There truly is NO better way to build wealth than with real estate, and there are some powerful tools to make this statement even more true. Self-Directed Retirement and Self-Directed Health Savings Accounts are a couple tools that NO real estate investor should be without. With the rising cost of healthcare in America for you and your family, a self-directed HSA is a powerful tool that if you're not already using, you need to learn a lot more about. Darlene Root joins us today to share her knowledge on HSA’s, and provide some tips to help you get started to. As real estate investors, we have a significant advantage over other types of investments to grow the balances in our accounts far faster than traditional investments. This is incredible information my friends….let's dive into today’s show. Please help me welcome Darlene Root to the show! Get your copy of our FREE "Profiting with Rental Properties" Guide!
How is it possible to have millions of dollars in your IRA when the government only allows a certain amount to be deposited annually? Self-directed accounts. Today’s Best Ever guest talks about the pros, cons and misconceptions of self-directed accounts. David Coe’s real estate background: –Gold Level Realtor representing homeowners & investors, with COE Real Estate Team –Based in Hermosa Beach, CA and specializes in the South Bay area of Los Angeles –Helped raise over 15MM in capital for deals over last 7 years –Runs Freedom Growth () and co-founded South Bay chapter of For Investors, By Investors
In this episode Damion Lupo from www.totalcontrolfinancial.com is teaching us about taking a traditional 401k and turning it into a self-directed 401k and maximizing it into a money making retirement cash machine. Go to Damion's website and get a copy of his book.
This week I am chatting again with another successfully Aussie expat, Geremy Heath. Geremy is the founder and CEO of Texas All Cash Home Buyers, which focuses on 'flipping' deals in the San Antonio and Austin markets. Geremy is using a creative way to fund his deals; he uses self directed retirement accounts (SDRA) of investors both here in the U.S., and international investors wanting a good yield. The investors self directed retirement account acts as the debt to purchase the property, so the lender (the SDRA) acts as the bank and is in first position. Geremy offers very attractive interest on these short term loans. It is a very creative way for investors to receive a good yield into their SDRA and have all the benefits of owning US real estate. I also chat about how Geremy has successfully started a real estate business here in the US, no easy achievement! Find out more head to www.rsnpropertygroup.com/podcast. Until next week, Happy Investing!
Wish you could keep more of what you earned? Self-Directed Retirement accounts are a powerful way to minimize your tax bill, and John Hyre, tax attorney and retirement account expert, joins us to share how you can benefit. He also shares an example of how someone put 50 rentals into a self directed IRA account, paid them all off very rapidly, now has a completely tax free cash flow machine where all revenue and eventual sales are tax free! Keep more of what you earn, and watch this episode! Get your copy of our FREE "Profiting with Rental Properties" Guide!
Wish you could keep more of what you earned? Self-Directed Retirement accounts are a powerful way to minimize your tax bill, and John Hyre, tax attorney and retirement account expert, joins us to share how you can benefit. He also shares an example of how someone put 50 rentals into a self directed IRA account, paid them all off very rapidly, now has a completely tax free cash flow machine where all revenue and eventual sales are tax free! Keep more of what you earn, and watch this episode! Get your copy of our FREE "Profiting with Rental Properties" Guide!
It's impossible to predict which way the market will turn with any amount of certainty. But there are safeguards in place for you to invest your money into proven outlets. The main investment you should consider is the most historically proven asset class, income property. Financial planners won't suggest it and Certified Public Accountants may not know key factors to assessing your risk. A real estate investment group may be the only entity you can turn to when you want to make a solid investment. Check out our Early Bird pricing for Meet the Masters. Key Takeaways: Jason's Editorial: [2:26] Fernando discovers he probably should have purchased auctioned homes in Florida [9:10] Don't spend so much time on individual properties [10:46] Florida had a lot of properties for sale [12:33] Judicial foreclosure markets have a slower market discovery [13:36] No one can predict what the market is going to do [15:40] An example of one of the properties [16:53] Phoenix gets too expensive [22:34] We hope to see you on the Orlando Property Tour & Meet the Masters Jeff Barnes Guest Interview: [24:17] There is a wide array of qualified retirement plans [25:52] Two tax codes, Business & Employee [27:57] Real Estate investors want to grow their money tax deferred [32:13] Diversification of income property inside of your retirement plan [34:28] Proving your transactions to the IRS [36:56] Many consumers don't know how to invest [39:01] Becoming equity partners as a passive investor [41:45] Use the same strategies as bank, a hard money lender [44:26] To succeed, maintain control [45:08] Jeff's Wall Street history [49:10] A certified financial planner isn't trained in the #1 historically proven asset class [53:48] Wall Street has countless outlets for investment information [55:21] 30% of corporate profits in the U.S. come from financial services industry Mentions: American Auction Network TV Zillow Ready, Fire, Aim JasonHartman.com The Ultimate Guide for Self Directed Investing & Retirement Planning SelfDirected.com
Self Directed Investor Talk: Alternative Asset Investing through Self-Directed IRA's & Solo 401k's
URGENT - A new report from GAO (Government Accountability Office) shows precisely how Washington intends to attack you Self-Directed IRA... it's ugly... but we can do something about it... LISTEN NOW! See acast.com/privacy for privacy and opt-out information.
How is it possible to have millions of dollars in your IRA when the government only allows a certain amount to be deposited annually? Self-directed accounts. Today’s Best Ever guest talks about the pros, cons and misconceptions of self-directed accounts. Tweetable quote: Get involved. It’s impossible to be successful on your own in real estate. David Coe’s real estate background: - Gold Level Realtor representing homeowners & investors, with COE Real Estate Team - Based in Hermosa Beach, CA and specializes in the South Bay area of Los Angeles - Helped raise over 15MM in capital for deals over last 7 years - Runs Freedom Growth () and co-founded South Bay chapter of For Investors, By Investors Subscribe in and so you don't miss an episode! Sponsored by: Door Devil – visit and enter "bestever" to get an exclusive 20% discount on your purchase.
As many of you know, this is one of the most critical strategies in tax planning we recommend at our firms. In our opinion, Self Directing your Retirement Plan is a must for saving taxes and building wealth. Today we will be joined by special guest Curtis DeYoung, President of American Pension Services. Curtis is a dynamic speaker and advocate of cutting edge strategies in creatively using your retirement plan. We are going to do our best to break down any new ideas, strategies, laws and current issues for Self Directing in 2011. Please email me any questions or comments you may have in advance, and we will also be taking live questions during the program.
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