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How to Buy and Sell Real Estate, Tax Free


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In today’s market, we should all seek to be investor friendly, especially as agents. We are looking at how investing is a great way to accumulate tax free real estate. Mat has been at the forefront of the Self-Directed IRA industry since 2006. He’s CEO of Directed IRA, a partner at KKOS Lawyers, a national speaker, a top-ranked podcast host, a best-selling author, and a self-directed retirement investor. Mat is a VIP Contributor at Entrepreneur and is an expert author at Cryptopedia. Three Things You’ll Learn in This Episode The benefits of real estate investing. What is the best way to make your money earn money? How to avoid taxes on real estate investing. Resource Check Out Mat’s Website Real Estate Marketing Dude The Listing Advocate (Earn more listings!) REMD on YouTube REMD on Instagram Transcript: So how do you track new business, you constantly don’t have to chase it. Hi, I’m Mike Cuevas to real estate marketing. And this podcast is all about building a strong personal brand people have come to know, like trust and most importantly, refer. But remember, it is not their job to remember what you do for a living. It’s your job to remind them. Let’s get started What’s up ladies and gentlemen, welcome another episode of the real estate marketing dude, podcast, market shifted, folks, we’re gonna talk about something not so much on marketing today. I mean, I guess it can be, but more so on skill sets, something very important, I believe is gonna be coming up into the market. And although interest rates went down to 5%, I still don’t think we’re at the end of this thing. Yeah, do you guys, I’m almost positive, I could tell you that, but I can’t predict the future. I’ve seen a couple shifts in my age. But what one of the skills I’m getting out is, whatever you’re gonna decide to do, you need to become investor friendly. If the only types of transactions you guys are creating are just residential buy, sell and moves, you’re gonna be missing a major opportunity in the upcoming market. Because the reality is, is that the real estate industry has a large shortage of investor friendly agents. Most agents aren’t even know what the fuck we’re talking about right here when we start talking about this. And if I didn’t personally know someone who taught me all this stuff, like five or six years ago, I would be completely lost. But how cool would it be? If you were able to teach your clients, all people, anyone you knew how to buy tax free real estate, and not pay any taxes on it at all? Because that’s basically what self directed IRA investing is. I’m gonna tee up and I don’t know what Matt here is gonna talk about. We just met like, what how long goes like two minutes ago? Yeah, I’m great, though. I’m gonna dumb this down for everybody. Okay, and just break this down in human language. So I know Matt’s an attorney and get into these big terms and stuff. So I’m gonna put them in real estate terms. We call them layman’s. Alright, so all this says you can build you can install certain amount of money into a Roth. And after that Roth is season season, he’ll define what season means you can literally treat it like a bank account that doesn’t get taxed. Is that a fair statement? Yeah, the number one way to make money in the US tax free and not go to prison. The number one thing people are gonna be looking for is an agent that understands this type of skill set one of them all the investors skill sets. And even the rookie investors, this is how you pull them in once you know more than what they do. Great. That’s the whole point of having a fucking license to begin with, and having a job you guys. So without further ado, we’re gonna go ahead and introduce our guests as an expert here at the top book on self directed investing and IRAs. And you want to take notes on this episode, because you don’t get hired for what the hell you do you get hired for how you do it. Matt, why don’t you go ahead and introduce yourself to the listeners here who may not know you yet? Why don’t you say hello and tell them a little bit about what you do. And I got a bunch of questions for you. Yeah, love it. Thanks for having me. I love this topic. I’m Matt Sorenson. I’m an attorney wrote the number one book the self directed IRA handbook. In the field, I self direct my own retirement account, my IRA and 401 K’s into real estate. I’ve been doing this since 2006, for clients, and I’ll give you an example of my first client I did this with that was the whole reason I got into this space and specialized in it. But I have a Ira company where a trust company called directed IRA, we have over a billion assets primarily invested in real estate. So you know, every day we’re opening 3040 new accounts, the majority of which are buying real estate, there’s $30 trillion in the US in retirement accounts. $30 trillion. So for anyone listening, like, I don’t care if you have zero money in retirement accounts, and you’re like, This isn’t for me, I don’t have $1 in an IRA or 401k. Yeah, but everyone else does your potential clients do other people that can fund deals for you do? And then for those either in the real estate space, wouldn’t it be nice if you could invest tax deferred, or tax free dollars like IRA and 401, K’s into something you actually know, like real estate instead of buying a stock bond or mutual fund. So it’s a huge topic, huge

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Your Marketing DudeBy Mike Cuevas

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