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Self-Directed Retirement Accounts Explained, with Clay Malcolm

An episode of the A Better Way With Real Estate podcast, hosted by Brian O'Neill, titled "Self-Directed Retirement Accounts Explained, with Clay Malcolm" was published on April 6, 2022 and runs 46 minutes.

April 6, 2022 ·46m · A Better Way With Real Estate

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Summary

Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals on the benefits of self-direction. Clay holds the designation of Certified IRA Services Professional (CISP) and has served on the American Bankers Association IRA steering committee. He received his Bachelor of Science degree in Communications from Northwestern University. What you’ll learn about in this episode: What prompted Clay to research self-directed retirement accounts What exactly we’re talking about when we discuss a self-directed retirement account Alternative assets you can invest in to prepare for retirement, including real estate The two overarching rules that govern self-directed retirement accounts The two assets classes you can’t invest in as a self-directed retirement account Why the IRS prefers that you keep your IRA investment at arm’s length from your personal finances Ways to maximize your retirement investment when you leave a job Navigating fee structures and calculating ROI Tax advantages of different retirement investment options Why personalizing your retirement investments benefits you in the long term How to Connect with Clay Malcolm: Websites: www.advantaira.com https://www.advantaira.com/open-your-account-cm/ LinkedIn: https://www.linkedin.com/in/clay-malcolm/ Resources: Website: http://bkwpropertysolutions.com/ Facebook: www.facebook.com/bkwpropertysolutions/ Instagram: www.instagram.com/bkwpropertysolutions/ LinkedIn: www.linkedin.com/in/brian-o-Neill-5069216/ Check us out on YouTube here! Additional Resources: Download Our Free Homeowner’s Handbook Learn Six Strategies To Sell Your Home In Any Market And Maximize YOUR Equity Learn the Seven Steps for Success when buying a home through our Rent To Own program

Episode Description

Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals on the benefits of self-direction.

Clay holds the designation of Certified IRA Services Professional (CISP) and has served on the American Bankers Association IRA steering committee. He received his Bachelor of Science degree in Communications from Northwestern University.

What you’ll learn about in this episode:

  • What prompted Clay to research self-directed retirement accounts
  • What exactly we’re talking about when we discuss a self-directed retirement account
  • Alternative assets you can invest in to prepare for retirement, including real estate
  • The two overarching rules that govern self-directed retirement accounts
  • The two assets classes you can’t invest in as a self-directed retirement account
  • Why the IRS prefers that you keep your IRA investment at arm’s length from your personal finances
  • Ways to maximize your retirement investment when you leave a job
  • Navigating fee structures and calculating ROI
  • Tax advantages of different retirement investment options
  • Why personalizing your retirement investments benefits you in the long term

How to Connect with Clay Malcolm:

Resources:

Additional Resources:

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