EPISODE · Nov 18, 2025 · 52 MIN
Avoid Taxes, Build Wealth: Self-Directed IRA & 401k Strategies
from The Wisconsin Investor · host Corey Reyment
Send us Fan MailTaxes don’t have to be the cost of doing business. Specialized custodian Mikey Liello breaks down how self-directed retirement accounts let you buy rentals, fund flips, and lend privately — compounding gains with powerful tax advantages.We simplify IRC 4975 so you understand what’s allowed, who’s disqualified, and how to structure deals legally. Learn the three clean funding paths — cash, non-recourse leverage, and partnerships — and why the solo 401k is the real estate investor’s multi-tool for tax-free growth, liquidity, and avoiding UBIT.Plus:• What the IRS allows vs. what custodians offer • Prohibited transactions and disqualified persons • Cash, leverage, and partner funding structures • Roth conversions, backdoor Roths, and step plans • How to turn old 401ks into private money for your deals • HSA and CESA strategies🎧 Ready to keep more of what you earn? Hit follow, share this with a friend sitting on an old 401k, and grab your free “BRRRR for Beginners” course to land your first deal in 45–90 days.📩 Contact Mikey Liello: [email protected]
What this episode covers
Send us Fan Mail Taxes don’t have to be the cost of doing business. Specialized custodian Mikey Liello breaks down how self-directed retirement accounts let you buy rentals, fund flips, and lend privately — compounding gains with powerful tax advantages. We simplify IRC 4975 so you understand what’s allowed, who’s disqualified, and how to structure deals legally. Learn the three clean funding paths — cash, non-recourse leverage, and partnerships — and why the solo 401k is the real estate inve...
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Avoid Taxes, Build Wealth: Self-Directed IRA & 401k Strategies
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