On this episode of The Massive Agent Podcast, we’re talking about a very cool tool that not many people know about—and very few people are using. It actually lets you reach into your retirement accounts and use that money to buy and invest in real estate.
Even better, there’s a way to do this where you pay zero taxes, and it eliminates the need for a 1031 exchange.
We have an expert today—John Bowens of Equity Trust—to explain what this tool is, how it works, how you can use it not just for yourself but as an agent to help your clients access capital they think is locked up.
Plus, stay tuned to the end to hear about the webinar John and I are doing on Wednesday, March 22 at 3 pm EST!
Listen to the podcast above or click on any of the timestamps below to watch:
06:03 The Massive Agent Society is now open. Use our discount code and save $500
08:17 Massive Agent courses (for Massive Agent Society members)
12:30 How does someone get into their retirement account buy or invest in real estate?
17:56 John’s example of how self-directed IRAs work and their unique tax advantages
23:23 By self-directing your IRA, you can unlock those savings and invest in other assets
26:17 Disruption is coming to the financial services arena
29:45 Is there a catch to all this? And how much does it cost?
32:22 What you can do with a self-directed IRA vs what you can’t
34:40 Why aren’t more people doing this?
39:44 Advantages to a Roth IRA—one of the safest and most powerful investment vehicles
45:00 Can you invest in real estate, crypto and stocks within the same IRA account?
46:21 We’re doing a free live Q&A webinar on March 22nd to dive deeper on this topic
Register for our Free Self-Directed IRA & 401k Training on 3/22.
Ready to get started? Click here to set up your self-directed IRA or 401k.
Click here to watch the full video.