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How to Invest in Alternative Investments Using Self-Directed Accounts (IRA, 401k, and Roth) | PREI 449

How to Invest in Alternative Investments Using Self-Directed Accounts (IRA, 401k, and Roth) | PREI 449

FromPassive Real Estate Investing


How to Invest in Alternative Investments Using Self-Directed Accounts (IRA, 401k, and Roth) | PREI 449

FromPassive Real Estate Investing

ratings:
Length:
72 minutes
Released:
Nov 3, 2023
Format:
Podcast episode

Description

Hello and welcome to another episode of Passive Real Estate Investing. I'm your host, Marco Santarelli. So I'm recording this episode Intro on the road as I'm traveling around. And I am recording this off my iPhone because I don't have my professional studio grade microphone that I usually use to record these podcast episodes. However, you're only going to hear that for about two minutes because I'm recording the intro and outro for yesterday's live webinar that I did with John Bowens from Equity Trust. John is their lead educator. He does a lot of workshops and bootcamps and webinars and YouTube videos and all kinds of good stuff to educate people about retirement accounts, self-directing retirement accounts from IRAs to 401Ks to Roths, you name it.

And super, super smart guy, great guy. We do a lot of work with him both with Norada Real Estate investments as well as Norada Capital. And we have a few other ventures that we are working on in partnership with them. So, you know, they are one of the largest custodians in the country. In fact, they are the largest by a factor of 10. So we did a one hour webinar yesterday. It was chock full of great information. We covered everything from basics to advanced tax strategies on how you could use any type of self-directed account and the different situations you would use those in and what the rules and regulations are, the caps involved with funding and growing those accounts when the distributions have to take place. And the audience was actually well engaged. We had a number of questions from the listening audience, from some basic questions all the way to some pretty advanced stuff.

And even John was surprised, pleasantly surprised, but taken back a little bit saying, wow, you got a pretty sophisticated audience here. So there was some really good information and there's gonna be a lot of good takeaways from this interview. Even if you only hear one or two golden nuggets from it, it'll be definitely well worth your time and it's about a one hour episode, but if you don't have the time to listen to it in one sitting, you could of course break it up into two or three different episodes and just consume it over the course of several drives or maybe, you know, a couple of days. In other case, I was recording this webinar yesterday and I thought, wow, this will make a great podcast episode for you guys. And so here we are. I'm recording this intro. We're gonna attach this to the webinar and let you consume, you know, the information that was presented and, and discuss yesterday in our live webinar.

So I hope you enjoy it. I hope you have a few takeaways and of course if you have any questions, you could reach out to Equity trust and their team as well as my team here of investment counselors, both on Norada Real Estate Investment side for the turnkey rental real estate, as well as on the Norada Capital side with our promissory notes that pay 12 and 15% per year, paid monthly direct deposits right into your bank account. Very simple passive investment that offers a high yield, lousy to beat inflation and is just the right fit for many people, not everybody, but for a lot of people, and especially if you have a self-directed retirement account, of course you can invest real estate in those retirement accounts as an asset class. But keep in mind that promissory notes make a great investment choice for self-directed accounts because they are simple and easy to set up and it's kind of like a set it and forget it for the term of the note.

So something to keep in mind. But without any further ado, let's get to that webinar interview with John Bowens from Equity Trust and Nate from my office here and myself. Enjoy it and if you have any questions we hope to hear from you and we will catch you on the other side.

 

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If you missed our last episode, be sure to listen to Ask Marco – Market stats.
Released:
Nov 3, 2023
Format:
Podcast episode

Titles in the series (100)

Take the guesswork out of real estate investing. Learn how BUSY PEOPLE like you can build substantial passive income while creating wealth for the long-term. Gain expert knowledge and advice on real estate investing as Marco Santarelli (of Norada Real Estate Investments) shares his strategies and valuable insights with a special emphasis on Turnkey (done-for-you) real estate investments. Discover proven strategies for making money with real estate in ANY market and how to avoid common and costly mistakes. If you’re looking for “bigger pockets” and ACTIONABLE advice on the road to financial freedom, then this is the podcast for you! With new episodes every week, be sure to SUBSCRIBE TODAY!