BawldGuy Investing audio with Jeff Brown and our guest Brian Eastman.

 

 

Topics:

1. What is a checkbook IRA

2. How does that work?

3. I’ve heard about an IRA LLC, is this the same thing?

4. What is the advantage over investing through a custodian-managed account?

5. What does it cost?

6. Who qualifies?

BawldGuy Investing audio with Jeff Brown and our guest Brian Eastman.

 

 

Topics:

1. What’s a Sep IRA, and how do they differ from other IRA plans?

2. What’s a Defined Benefit Plan and how does it differ from IRA and 401k plans?

3. Who’s eligible for these plans?

4. What can be rolled over to what and when?

https://www.irs.gov/pub/irs-tege/rollover_chart.pdf

BawldGuy Investing audio with Jeff Brown and our guest Dave Van Horn.

 

 

Topics:

1. How does investing in crowd funding compare to discounted notes these days?

2. How has crowd funding’s yield rates to investors affected the demand for discounted notes?

3. What do you see for the future of note yields vs crowd funding yields?

BawldGuy audio with Jeff Brown and our guest Dave Shafer.

 

 

Topics:

Let’s review planning for younger people and children.

1. A year old infant. Parents pay $5k up front, and $300/mo indexed to inflation for 17 years. Child then takes four years of payments out for college costs. At the end of that time they stop taking income. They then allow the policy to grow by itself without any further premiums planned. If they opt for taking the income at the age of 60, how much would it be?

2. In anticipation of college expenses the parents put $100k (4 yrs and a day) into an EIUL policy for their baby girl. What would the numbers be at 18 if they began at 6 months old?

3. How would any policy work if the child ends up going to college for multiple advanced degrees? Can do?

4. Can policy benefits be passed to younger children in the family as the older kids graduate college? If not, is there a creative way to handle that without getting all separate policies?

BawldGuy audio with Jeff Brown and our guest Dave Van Horn.

 

 

Topics:

1. Ever used notes you owned in concert with real estate investing?

2. What are some strategies to take advantage of notes in combination with real estate?

3. What about borrowing against a note, hypothecation, in order to buy a flip property?

BawldGuy audio with Jeff Brown and our guest Dave Van Horn.

 

 

Topics:

1. How has the supply/demand curve changed recently?

2. What returns do you see the general discounted note and note fund market offering in the near future?

3. Do you see any big changes coming to the discounted note market in general?

4. In the next few years what do you expect to see, broad brush?

BawldGuy audio with Jeff Brown and our guest Chris LaSpada.

 

Topics:

1. Owner carries back financing for part of the purchase price. How is that treated tax-wise?

2. Splitting up the timing on the down payment into separate tax years.

3. How to get tax free cash from a note you carried back in the sale of an investment property.

4. Is it possible to execute a ‘partial’ tax deferred exchange per Section 1031 of the IRC?

BawldGuy audio with Jeff Brown and our guest Chris LaSpada.

 

Topics:

1. What factors, tax and otherwise go into how a business is held? C-Corp, S-Corp, LLC, Partnership, etc.

2. What changes do you foresee if personal/business taxes are indeed lowered significantly? Will biz owners change entities?

3. Are there biz owners who shouldn’t be anything but sole proprietors?

4. Are there circumstances when folks should have multiple business entities?

BawldGuy audio with Jeff Brown and our guest Brian Eastman.

 

Topics:

Let’s talk about what it means to be ‘self-directed’ with a Solo 401k or IRA.

1. What’s the difference between using an LLC vs an IRA Trust?

2. Would you please explain RMDs, when they come into play, and how one might escape them?

3. Can anybody but independent contractors or business owners make use of the Solo 401k?

BawldGuy audio with Jeff Brown and our guest Chris LaSpada.

 

Topics:

1. Would you please explain the general concept?

2. Please tell us about the pecking order of what losses help eliminate what gains.

3. What defines a short or long term gain?

4. Can the investor/taxpayer plan ahead for the use of losses to offset investment gains, or even ordinary income taxes?