#125: Did You Know You Can Directly Invest in Real Estate With a Retirement Account? A Thorough Overview Of Self-Directed IRAs and Their Tax Benefits with John Bowens episode artwork

EPISODE · Feb 14, 2023 · 55 MIN

#125: Did You Know You Can Directly Invest in Real Estate With a Retirement Account? A Thorough Overview Of Self-Directed IRAs and Their Tax Benefits with John Bowens

from The Multifamily Wealth Podcast · host Axel Ragnarsson

Join us in this episode of the podcast as we welcome John Bowens, a representative from Equity Trust Company, to learn more about directly investing in real estate through a retirement account (and the tax benefits of doing so).John provides a comprehensive overview of the three-step procedure and explains the fundamental differences between a Traditional IRA and a Roth IRA, highlighting the significance of compounding interest. He will also delve into self-directed real estate accounts, specifically discussing the benefits of utilizing a Self-Directed IRA.Additionally, John will provide an advanced tactic to consider when executing two IRA transactions to optimize investments while minimizing the effects of UBIT Tax. This discussion is a thorough overview of the nuts and bolts of actively and passively investing via a retirement account - you don't want to miss it!What we discuss: - How to setup and leverage a self-directed retirement account - The difference between a traditional IRA and a Roth IRA - Investing in real estate using a self-directed retirement fund - Leveraging compounding interest in the absence of taxationStruggling to find good multifamily deals? Looking to close deals with less of your own money? Want to operate like the pros and maximize the cash flow of your assets? Join The Multifamily Wealth Community, where we help multifamily investors start, build, and scale their businesses… specifically, those looking to grow from 1-10 units to 250+ units.Are you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Join Here: https://alignedrep.com/investor-application/Connect with Axel:Follow him on InstagramConnect with him on LinkedInLearn more about Aligned Real Estate PartnersConnect with John:Website: https://www.trustetc.com/LinkedIn: https://www.linkedin.com/in/john-bowens-48331514YouTube: Equity Trust Company

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Join us in this episode of the podcast as we welcome John Bowens, a representative from Equity Trust Company, to learn more about directly investing in real estate through a retirement account (and the tax benefits of doing so). John provides a comprehensive overview of the three-step procedure and explains the fundamental differences between a Traditional IRA and a Roth IRA, highlighting the significance of compounding interest. He will also delve into self-directed real estate accounts, spe...

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#125: Did You Know You Can Directly Invest in Real Estate With a Retirement Account? A Thorough Overview Of Self-Directed IRAs and Their Tax Benefits with John Bowens

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