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Dan broadcasts live on his personal Facebook: https://www.facebook.com/drismanjones and also post to their Facebook page for Ascend Real Estate: https://www.facebook.com/AscendRealEstateTeam/
The podcast was about how to use Checkbook IRA for retirement investments, with Dan talking about his experience using it to buy a property in Pennsylvania, and with Steve talking about the advantage of using it, especially during the pandemic.
Ascend Real Estate (AscendRE.com) is a top-producing Realtor team, led by real estate veterans Dan Risman Jones and Steven Huang, who help sellers, buyers and investors with property transactions in the San Francisco Bay Area. See their videos about the Bay Area lifestyle and building personal wealth at LiveWorkPlayHere.com
Anthony Robinson of Benetrends Financial discusses their programs for using your IRA or 401k money for financing of either startups, purchasing a existing business or adding cash flow to an existing business. He also discusses using some generous SBA programs for new business financing. For information you can go here https://www.benetrends.com/action/[email protected]
Beckstone Partners ( https://www.beckstonepartners.com/) specializes in selling, tax-free [ ROTH IRA ] or tax-deferred [Traditional IRA ] CASH FLOWING, corporate tenanted, investment properties utilizing a self-directed IRA, checkbook IRA, or 1031 exchange. Their 100% PASSIVE, IRS compliant strategy is geared toward mom and pop investors throughout the United States and allows their clients to instantly increase current investment over traditional markets, utilizing opportunities within the tax code that have been available since 1974. For more information you can email Tim at [email protected] or call (515) 414-8736
In this Podcast we Introduce IRA Valuations and the services they offer. If you take a disbursement from your IRA or 401k, or restate your plan from a traditional IRA or 401k to a ROTH and have investments other than cash or exchange traded stocks you need a professional valuation of the asset. IRA Valuations does this with the same outstanding service as you would expect from a Retirement Guardian Affiliate, but through their proven techniques can save you a minimum of 25% of the taxes that would otherwise be owed on the transaction. For more information email [email protected] or call 541-797-3572 you can also find them on the web at https://www.iravaluations.net/
Jordan Sheppherd, CEO of Check Book IRA interviews two of the top experts in buying and holding Cryptocurrency in an IRA or Solo 401(k) retirement account. This 40 minute podcast is a must for anyone wanting to learn about Crypto and how to use their Retirement Account to purchase and hold this unique asset.
The Podcast was not intended to offer trading advice and should not be construed as such. It is only to be used for informational purposes. Always consult a trained financial professional and apply proper risk management strategies before investing in cryptocurrencies, as the market is particularly volatile.
Jordan Sheppherd, CEO of Check Book IRA interviews two of the top experts in buying and holding Cryptocurrency in an IRA or Solo 401(k) retirement account. This 40 minute podcast is a must for anyone wanting to learn about Crypto and how to use their Retirement Account to purchase and hold this unique asset.
A great advantage of the Solo 401(k) is you may borrow, for any personal purpose 50% of the value of your Solo 401(k) up to a maximum of $50,000. What a great way to take advantage of your hard earned retirement. Steven R. Sheppherd of Check Book IRA covers this perk in this podcast.
The Roth IRA is amazing, earning tax free dollars for both you and your heirs. Despite annual contribution limits one may convert large amounts to a Roth from a Traditional account. You must pay tax on the amount converted. However, did you know you can contribute other assets to a Roth besides cash. In fact it is the smartest way to go. Listen to Steven R. Sheppherd from Check Book IRA on this important subject. This podcast is available in video form at https://www.youtube.com/watch?v=97BYaP7TpY4&feature=youtu.be
Steve Sheppherd of www.Checkbookira.com covers some of the reasons why the Solo 401(k) give more control than even the Check Book IRA LLC.
Steven R. Sheppherd of www.Checkbookira.com covers how your heir could use the power of TAX FREE earnings of your Roth Check Book IRA. They can earn and withdraw Tax Free profits at any time AND the Roth Check Book IRA stays in existence until the oldest beneficiary is 82 years old!
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