In this episode, Dave Putz and Nathan Turner sit down with Nate Hare from Directed IRA to dive deep into how note investors can use self-directed retirement accounts to build wealth tax-free. Nate explains the difference between traditional and Roth IRAs, how to contribute up to $70,000 per year using solo 401ks, and strategies like the mega backdoor Roth. The trio also covers legal compliance, using checkbook LLCs, and leveraging multiple accounts for one investment. If you're a note investor looking to raise capital or defer taxes, this episode is packed with actionable insights.

Sponsored by Call The Underwriter, go to calltheunderwriter.com/jpk and get a free seller finance deal toolkit! To obtain this week's Real Estate Notes Show guest Nate Hare's information, use this link https://bit.ly/3FEZ69V

**Never Miss a Live Show**,

Add our Calendar to yours!

Google - https://bit.ly/3Djr8GL

Apple/Outlook - https://bit.ly/3Dhj9ty

We Buy Notes go to our site for more information! FAQs and Submit Your Note

Watch this video on Youtube: Watch Video

Our new Website Updated Tools, Resources, Bid Calculator, Education and over 100 assets for sale: ⁠https://www.jkpholdings.com/note-investor-education⁠

Youtube Channel: https://www.youtube.com/c/JKPholdingsllc?sub_confirmation=1

Upcoming Live Webinars: https://www.jkpholdings.com/webinars

DME (Diversfied Mortgage Expo) Note Conference Video Recordings - ⁠Purchase

SOCIAL MEDIA

FB Group: https://www.facebook.com/groups/EastCoastDistressedNoteInvesting/

Facebook: https://www.facebook.com/JKPHoldings/

Linkedin: https://www.linkedin.com/company/jkp-holdings-llc

#noteinvesting #mortgagenotes #investor #mortgagenote #realestate #realestateinvestor

[00:00:00] Show Intro and Guest Update

[00:01:03] Best DME Conference Success Story

[00:02:29] Who the Conferences Are For

[00:03:18] Toolkit from Call the Underwriter

[00:04:24] Creating High-Value Notes

[00:05:02] Funding Notes with Retirement Cash

[00:06:42] Tapping 401k Money for Notes

[00:08:54] Meet Nate Hare from Directed IRA

[00:10:04] How Nate Got into IRA Investing

[00:12:03] Why Use IRA for Note Investing

[00:13:10] What You Can’t Invest In

[00:14:56] Real Estate and Notes in IRAs

[00:17:02] Moving Money from Fidelity to SDIRA

[00:19:02] IRS Stats on Wealthy IRA Investors

[00:21:03] Using IRA to Lend on Notes

[00:23:14] $7K vs $70K IRA Contributions

[00:25:04] Traditional vs Roth Tax Benefits

[00:27:11] Who Qualifies for Solo 401k

[00:30:46] Real Estate Leverage with Retirement

[00:32:04] Contribution Math Made Simple

[00:36:12] Roth Conversions and Backdoor Strategy

[00:38:54] Understanding Roth Income Limits

[00:42:30] Legal Rules on Self-Directed IRAs

[00:44:04] Who IRAs Can’t Transact With

[00:47:04] What Is a Checkbook IRA LLC

[00:51:00] Partnering Multiple IRAs in One Deal

[00:54:02] Raising Capital Using Other People’s IRAs

[00:56:00] Market Outlook for Alternative Assets

[00:59:15] Show Wrap-Up and Next Steps