EPISODE · Dec 2, 2025 · 48 MIN
Episode 12 - JP Ruiz
from Life After W2 · host JonChanREI
“Invest in what you know, not what you are being sold.” In this episode, retirement expert JP Ruiz QKA CISP pulls back the curtain on solo 401k and self directed IRA plans. We get real about record keeping, compliance, and the simple steps to move from a traditional employer plan into a structure that supports tax advantaged alternative investing.JP shares the practical toolkit most people miss. Separate buckets. Audit trails. In plan Roth rollovers. Flat fees that do not eat your returns. If you want your capital working in real estate, private notes, or other alternatives without getting tripped up by paperwork, this one will save you time and money.Join the Self-Directed Network on Skool to learn how others are using their retirement funds to build their own freedom.”\https://acesmanagementinc.com/skool
What this episode covers
“Invest in what you know, not what you are being sold.” In this episode, retirement expert JP Ruiz QKA CISP pulls back the curtain on solo 401k and self directed IRA plans. We get real about record keeping, compliance, and the simple steps to move from a traditional employer plan into a structure that supports tax advantaged alternative investing.JP shares the practical toolkit most people miss. Separate buckets. Audit trails. In plan Roth rollovers. Flat fees that do not eat your returns. If you want your capital working in real estate, private notes, or other alternatives without getting tripped up by paperwork, this one will save you time and money.Join the Self-Directed Network on Skool to learn how others are using their retirement funds to build their own freedom.”\https://acesmanagementinc.com/skool
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Episode 12 - JP Ruiz
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