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The Best Ever CRE Show

JF2403: Self Directed IRA's | Actively Passive Investing Show with Theo Hicks & Travis Watts

The Best Ever CRE Show

Best Ever CRE

Business, Investing, Entrepreneurship

4.7996 Ratings

🗓️ 1 April 2021

⏱️ 26 minutes

🧾️ Download transcript

Summary

Today, Theo and Travis are going to be talking about self-directed IRAs. What is a self-directed IRA? How does that differ from IRA or 401k you may currently have? Many investors use self-directed IRAs and there's almost $20 trillion of IRA money in the United States. The purpose of this episode is to provide insights obtained by one of our contributors. Click here for more info on groundbreaker.co  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Did you know that within a decade women will hold $30 trillion in investable assets?

0:05.3

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0:11.0

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0:48.0

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0:56.6

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1:00.6

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1:05.0

Your IRA actually owns the real estate and therefore it's not taxed as an individual.

1:10.2

They have its own little tax system that they have to follow. It's completely different than the individual brackets that we all see and know.

1:17.0

Before we get into it, I want to introduce you to Groundbreaker today's sponsor and partner. They are an all-in-one suite of tools for small to medium-sized

1:25.8

real estate syndicators. They've got a special focus on real estate syndicators with

1:30.1

1 million to 100 million assets under management.

1:33.8

They help you increase productivity

1:36.1

and investor satisfaction by automating, fundraising,

1:38.7

reporting, and investor relations

1:40.8

through elegant and powerful workflows built by syndicators for

1:44.9

syndicators. Groundbreaker will help you scale your business without the

1:48.3

need to scale your overhead so they're going to help reduce your costs

...

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