Podcast Episode 33: Can Your Retirement Account Buy Investment Property?

from Creating Our Own Narrative: Suzanne and Sarah’s Real Estate Investing Podcast · host Suzanne + Sarah | Central Oregon Investor Network

Many investors have retirement accounts sitting in traditional investment funds without realizing they may be able to use those dollars to purchase real estate, fund private loans, or diversify outside of Wall Street. In this episode, Suzanne and Sarah preview their upcoming investor meetup with Amanda Holbrook, an expert in self-directed retirement accounts. They discuss how self-directed IRAs and self-directed 401(k)s can provide investors with additional funding sources for investment properties and private lending opportunities.

What this episode covers

In Episode 33 of The Real Deal Podcast, Suzanne Moore and Sarah Willis introduce one of the most powerful yet underutilized tools available to real estate investors: self-directed retirement accounts. Ahead of their upcoming investor meetup featuring Amanda Holbrook of Specialized Trust Company, they explore how investors can use self-directed IRAs and self-directed 401(k)s to purchase real estate, fund private loans, and build wealth outside the stock market. The hosts discuss why this strategy may be particularly attractive for investors who have retirement funds sitting idle while they actively pursue real estate opportunities. They share a recent client experience using a self-directed retirement account to purchase a property in Bend, discuss the challenges of financing these deals, and explain why this strategy may be best suited for intermediate and advanced investors. The episode emphasizes the importance of understanding your options, properly structuring retirement investments, and exploring alternative ways to put retirement savings to work long before traditional retirement age. 🏡 Ready to learn how to use your 401(k) to invest in real estate before retirement? 📅 Thursday, June 25 🕛 12 PM – 1 PM PST Click the link to RSVP for our upcoming meetup! https://www.eventbrite.com/e/use-your-401k-to-buy-real-estate-before-you-retire-tickets-1991434891368?aff=oddtdtcreator Missed the event? Click the link to explore our playlist featuring all of our past meetup events: https://youtube.com/playlist?list=PLDQ8rfJUMQN9JuQFWTMpCK-0qz7a4UzpV&si=FfhjXCHkNEjeMhsY 🔗 Stay Connected & Explore More! 🔗 Want to know more about the PRIMO Private Money Academy? Learn more: https://www.centraloregoninvestornetwork.com/private-money-academy 📩 Sign up for our investor newsletter → https://www.centraloregoninvestornetwork.com/contact-us 🏡 Explore real estate opportunities → https://www.centraloregoninvestornetwork.com/ 🎙️ Listen to the Podcast →https://podcasts.apple.com/us/podcast/creating-our-own-narrative-suzanne-and-sarahs-real/id1792087367 📺 Watch on YouTube → https://www.youtube.com/@suzanneandsarah/videos 📷 Follow us on Instagram: Sarah Willis → https://www.instagram.com/bestlifebend/ Suzanne Moore → https://www.instagram.com/suzannerosemoore/ 📆 Book a Free Consultation → https://calendly.com/suzannerosemoore/real-estate-intro