Real Estate, IRAs, and Taxes: What You Need to Know Before Investing in Property episode artwork

EPISODE · Nov 26, 2025 · 14 MIN

Real Estate, IRAs, and Taxes: What You Need to Know Before Investing in Property

from Optimize Your Retirement · host Daniel Razvi & Imran Razvi

In this episode of Optimize Your Retirement, Daniel Razvi and his father, Raz, break down the smart—and not-so-smart—ways to use real estate in retirement planning. They explain why owning property inside an IRA can be a costly mistake, how to balance “opinion-based” and “contract-based” assets, and how tools like cost segregation and professional management can make rentals more profitable and tax-efficient. Learn how to use real estate to diversify, reduce taxes, and build steady retirement income the right way.  Schedule your free consultation at RiskFeesTaxes.com. -- Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the Show & Hosts:Hosted by Tax Attorney Daniel Razvi & Imran "Raz" Razvi. The father and son team has a passion for guiding people toward financial freedom by helping individuals understand and reduce the three biggest retirement killers: risk, fees & taxes.

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Real Estate, IRAs, and Taxes: What You Need to Know Before Investing in Property

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