Self-Directed IRAs
Learn how to use your SDIRA to invest in your own and others' real estate projects — including important limitations that will keep you on good terms with Uncle Sam.
Back To: All Topics | Investment Strategy
Self-Directed IRAs
Learn how to use your SDIRA to invest in your own and others' real estate projects — including important limitations that will keep you on good terms with Uncle Sam.
Back To: All Topics | Investment Strategy
Leverage Self-Directed IRAs for Affordable Housing Solutions
Use self-directed iras to partner with nonprofits and drive impactful affordable housing initiatives. The affordable housing crisis is a pressing issue in many communities across the country. With rising property values, stagnating wages, and increasing costs of living, millions of individuals and families are struggling to find housing that meets ...
Think Realty Podcast #331 – Adapting to Change: Navigating Self-Directed IRA Transitions
When the company you've trusted for years goes through a major transition, it’s natural to feel a little uncertain. But could this be the best thing for your investments? Eddie sat down with Anne Marie Rogers, a self-directed IRA expert who's been in the industry for over a decade. Recently, ...
Think Realty Podcast #329 – Learn How to Retire Early and Grow Your Wealth TAX-FREE!
Did you know the Roth IRA could be your most powerful tool for building wealth in real estate? Eddie sat down with Kellie Griffith from CNB Custody to explore why experts call it the "Holy Grail" of investing. They break down how to maximize your returns, avoid capital gains, and ...
Unlock Your Retirement Dollars with Tara Bogard
00:36:41 | Digital Trust in conjunction with Rocket Dollar will discuss how you can put your retirement dollars to work, outside of the confines of archaic institutional structures and delays. Truly self directed freedom for your retirement! Other Replays for this Event ...
Alternative Investing with Anne Marie Rogers
00:12:10 | Inspira Financial’s Anne Marie Rogers, will dive into the details of how self-directed IRAs can strategically hold alternative assets such as real estate — and the role a good custodian can play in the process. Inspira Financial has been a leading provider of health, wealth, retirement, and benefits ...
Are you leveraging your IRA to its full potential in your real estate investments? Eddie sat down with Michelle Thomas from CNB Custody to discuss the hidden advantages of using a self-directed IRA to grow wealth while minimizing taxes and why investing through an IRA can be a game-changer for ...
Purchasing Real Estate In a Self-Directed IRA
00:26:37| Unlock the potential of your retirement savings by investing in property through a self-directed IRA, blending the security of real estate with tax-advantaged growth. Navigate the unique opportunities and regulations of this powerful financial strategy to diversify and enhance your investment portfolio. Other Replays for this Event ...
00:30:39 | Retirement & Real Estate With Tara Bogard: Learn the secrets of using your retirement account to invest in real estate with Tara Bogard, and watch your retirement profits soar. Learn proven strategies to transform your savings into a thriving real estate portfolio. Other Replays for this Event ...
Think Realty Podcast #309 – Self-Directed Ira’s: A Game for the Future
If you’re a real estate investor and you are NOT using the tax-free strategies with the self-directed IRA, you’re missing out on one of the greatest opportunities that we’ve had in our lifetime according to Eddie Wilson! Eddie sat down with our newest Resident Expert, Tara Bogard, to discuss all ...
Understanding Solo 401(k)s for Self-Employed Individuals
The flexibility and control a solo 401(k) offers can help the self-employed put away more money than traditional or Roth IRAs allow and enjoy certain tax benefits. Saving for retirement is something many people put off until later, but that’s a big mistake. A 2018 Federal Reserve report found that ...
The Solo 401k: Real Estate Investing’s Secret Weapon
00:41:11 | Learn why the people are switching from Self-Directed IRAs to Solo 401ks. The Solo 401K truly has become the new secret weapon when raising capital, investing into any syndication, or just looking for big tax deductions ...
Think Realty Podcast #268 – A Quest for Retirement
Is your 401k going to get you all the way to retirement? If you’re relying on stocks only, you may be surprised to find you won’t have the amount you thought. Eddie sat down with Derreck Long from Quest Trust Company, to discuss self-directed IRA’s and how the Silcon ...
A retirement account that allows the account holder to save money for retirement in a tax-advantaged way while investing their savings in nearly anything they like, including real estate ...
When a self-directed IRA investor takes advantage of their position in a transaction to act for their own interests instead of those of the self-directed IRA ...
A tax-favored retirement account that accepts after-tax contributions and provides tax-free compounding of profits and tax-free withdrawals during retirement ...
A self-directed individual retirement account holding real estate investments. These accounts can hold almost any alternative asset, but investors who focus on real estate often refer to them as real estate IRA’s instead of simply self-directed IRA’s ...
Certain transactions within a retirement plan that violates Internal Revenue Code 4975. Prohibited transactions include, but not limited to, living or utilizing the property owned by your IRA, using your IRA to buy property from a disqualified person, and creating a situation where you or a disqualified person to you ...
The minimum amount that an IRA account holder must withdraw each year. Generally, these distributions are required starting at age 70 1/2. Note: ROTH IRA’s do not require these withdrawals until after the death of the owner ...
The contents of an IRA that is considered fully distributed may be taxed in their entirety. They are no longer tax-protected by the IRA ...
The Solo 401k: Real Estate Investing’s Secret Weapon with Derreck Long
00:41:11 | Come learn why the people are switching from Self-Directed IRAs to Solo 401ks. The Solo 401K truly has become the new secret weapon when raising capital, investing into any syndication, or just looking for big tax deductions. Other Replays for this Event ...
The people and organizations with whom your IRA should never conduct transactions, including (but not limited to) yourself, most of your family and any business entities you control ...
Checkbook LLCs allow “checkbook control,” which means if an IRA owns a checkbook LLC, the owner of that IRA has complete signing authority over the retirement funds in the retirement account. This is important if you use investing strategies like flipping or buying at auction that require you to make ...
Self Directed IRA: How to Use Retirement Accounts to Invest in Real Estate
00:10:22 | How much are in 401K accounts? What is the average amount in accounts by age group? What rate of return do you need to be earning to outpace inflation? What can you do with this knowledge? If you have a retirement account with a past employer, move it ...
Think Realty Podcast #260 – Invest in Yourself!
Are you missing one of the key components and key foundations of real estate investing? If you aren’t using a self-directed IRA, you are! Eddie sits down to chat with John Bowens, Director, Head of Education and Investor Success at Equity Trust Company to discuss self-directed IRA’s in more detail ...
Think Realty Podcast #252 – Recession Proof Your Portfolio
With many feeling overwhelmed with the current state of the economy, a volatile stock market and interest rates rising, wouldn’t it be nice if you could protect your retirement investment? Eddie Wilson sits down with Amanda Holbrook from Specialized Trust Company to discuss self-directing your retirement funds and how to ...
