#8 - Maximizing Real Estate & Retirement Investments with CPA - Jason Osser

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 investments