In this episode of R.E. in Real Time, hosts Forrest and Lonnie welcome
Jason—a CPA and experienced real estate investor—to discuss how to make
the most of your property investments, self-directed IRAs, and strategic
tax planning. Jason explains why real estate can offer more reliable
returns than the stock market, and how owning property inside a
self-directed IRA allows for tax-deferred growth, steady rental income,
and long-term value appreciation.
From understanding the basics of self-directed IRAs to learning how to
reduce tax liabilities and forecast future financial needs, this
conversation provides valuable insights for anyone interested in
strengthening their financial portfolio with real estate. Whether you’re
a seasoned investor, a small business owner, or just starting out,
Jason’s expert guidance will help you make informed decisions and build
wealth more effectively.
Key Topics:
Advantages of real estate investing vs. traditional stock market
investing
Leveraging self-directed IRAs to own property tax-deferred
Strategies for maintaining consistent rental income and property
appreciation
Importance of proactive tax planning and choosing the right business
structure
Navigating the changing tax landscape and future-proofing your