February 14, 2023

#125: Did You Know You Can Directly Invest in Real Estate With a Retirement Account? A Thorough Overview Of Self-Directed IRAs and Their Tax Benefits with John Bowens

55 minutes

Join us in this episode of the podcast as we welcome John Bowens, a representative from Equity Trust Company, to learn more about directly investing in real estate through a retirement account (and the tax benefits of doing so).

John provides a comprehensive overview of the three-step procedure and explains the fundamental differences between a Traditional IRA and a Roth IRA, highlighting the significance of compounding interest. He will also delve into self-directed real estate accounts, specifically discussing the benefits of utilizing a Self-Directed IRA.

Additionally, John will provide an advanced tactic to consider when executing two IRA transactions to optimize investments while minimizing the effects of UBIT Tax. This discussion is a thorough overview of the nuts and bolts of actively and passively investing via a retirement account - you don't want to miss it!

What we discuss:
- How to setup and leverage a self-directed retirement account
- The difference between a traditional IRA and a Roth IRA
- Investing in real estate using a self-directed retirement fund
- Leveraging compounding interest in the absence of taxation

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Join Here: https://alignedrep.com/investor-application/

Connect with Axel:
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Learn more about Aligned Real Estate Partners

Connect with John:
Website: https://www.trustetc.com/
LinkedIn: https://www.linkedin.com/in/john-bowens-48331514
YouTube: Equity Trust Company