Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.

Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.

By Peter RizzoBusinessInvesting
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Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts. episodes

  • Understanding Non Recourse Financing with Avram Shabanyan of Solera National Bank

    ne of the greatest advantages of a Self-Directed IRA or Solo 401(k) is the ability to invest in real estate. But what happens when your retirement account doesn't have enough cash to purchase a property outright? That's where non-recourse financing comes in.

    While many retirement investors have heard the term, few fully understand how non-recourse loans work, why they're required for retirement accounts, or how they can be used to leverage investment opportunities while staying compliant with IRS rules.

    To help answer those questions, I'm excited to be joined today by Avram Shabanyan, Vice President of Solera National Bank, one of the nation's leading lenders specializing in non-recourse financing for Self-Directed IRAs and Solo 401(k)s. Avram has helped retirement investors across the country finance investment properties and has a wealth of experience navigating the unique lending requirements that apply to retirement accounts.

    In today's conversation, we'll discuss what makes a loan "non-recourse," how these loans differ from traditional mortgages, the types of properties that qualify, current lending trends, underwriting expectations, and the common mistakes investors should avoid. We'll also touch on important considerations such as Unrelated Debt-Financed Income (UDFI) and how investors can prepare their retirement accounts for a successful financing transaction.

    Whether you're considering your very first retirement real estate investment or you're looking to grow an existing portfolio, this episode will provide practical insights to help you better understand one of the most powerful—and often misunderstood—tools available to Self-Directed IRA and Solo 401(k) investors.

    So let's get started. Please join me in welcoming Avram Shabanyan from Solera National Bank.

    47 min
  • Interview with Laine Schoneberger Managing partner of YREFY

    Yrefy is a financial services company that specializes in 

    refinancing distressed private student loans and offering investment opportunities to accredited investors. For information on this investment, contact

    Joe Sabol, CFA

    Business Development Registered Representative

    [email protected]

     623-887-6730  Direct Office

    877-400-9989  Investor Relations

     

     

    39 min
  • Interview of Jeff Mossman Author - Financial Advisor Investor

    Interview with Jeff Mossman, Author of "The Cash Flow Millionaire™ is your step-by-step guide to replacing wealth-killing habits with financial heroes that accelerate your path to millionaire status faster than you ever imagined. We discuss different strategies and his favorite Cash Flow Investments.

    39 min
  • Physical Gold and Silver in A CheckBook IRA.

    Steve Pugsley of Pugsley and Sons discusses holding Physical Gold or Silver in a Checkbook IRA LLC or Trust. He discusses holding the physical asset vs a certificate that is a promise to deliver. We also discuss the need for metals in your overall investment portfolio

    34 min
  • Passive Real Estate Investments With Christopher Price of Boost Wealth Fund

    We speak with Christopher Price managing Partner with Boost Wealth Fund about passive real estate investing. They talk about their system and what people should be concerned with when looking for passive Real Estate Investments. You can reach out to Chris at

    Website: https://www.boostmycapital.com/

    Free Webinar: https://www.redfoxmultifamily.com/webinar/

    LinkedIn: https://www.linkedin.com/in/christopherpricemba/

    Instagram: https://www.instagram.com/?hl=en @therealchrisprice

    X: @ChrisPrice1101

    Meetup: https://www.meetup.com/wealthmindsetandrealestateinvesting/

    Wealth Mindset and Real Estate Investing YouTube

    31 min
  • Exploring Non-Recourse Mortgages for IRA-Owned Properties With Gary Mobbs from SouthStar Bank

    Investing in real estate through Individual Retirement Accounts (IRAs) has become increasingly popular among savvy investors seeking to diversify their retirement portfolios.
    However, when it comes to financing these investments, traditional mortgages may not be an option due to IRS regulations. Non-recourse mortgages offer a potential solution, allowing investors to leverage their IRA or Solo401k funds Gary Mobbs​​​​SVP/AreanManager/IRA Loan Director SouthStar Bank. discusses this type of financing and how they help people through the process. You can reach Gary at [email protected] or 830-672- 1081 ext x1605 or [email protected] and I'll put you in touch with Gary

    27 min
  • Interview With Chris Quintana

    Interview with Chris Quintana where she highlights her Financial Freedom Formula , Reducing Taxes on ROTH conversions plus a number of other estate planning and wealth building strategies.

    24 min

About Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.

From the publisher's feed

Educate yourself on the advantages of a Check Book IRA LLC or a Solo 401(k). Learn how to super charge your investment earnings by having truly Self Directed IRA retirement plan. Tune in to the experts and their guests each week or visit them at www.CheckBookIRA.com