Mastering Self-Directed IRAs: Real Estate and Alternative Investment Strategies

In this comprehensive video, we explore the intricacies of self-directed IRAs, focusing on real estate and alternative investment strategies. Our hosts, experienced investors and educators, cover critical topics such as disqualified persons, prohibited transactions, unrelated business income tax (UBIT), and more. They share practical insights on purchasing and managing properties within an IRA, including both short-term and long-term rentals. Special guest Vernon Quorum provides expert advice on managing short-term rental properties. The discussion also delves into the benefits and challenges of using checkbook IRAs and introduces the concept of mortgage note investing. Whether you're a seasoned investor or new to the field, this session offers valuable knowledge to help you navigate and optimize your investment strategies.

00:00 Welcome and Introductions
01:12 Disclaimer and Background
03:18 Guest Speaker Introduction
04:06 Understanding Self-Directed IRAs
05:37 Investment Options for Self-Directed IRAs
06:41 Funding Your Self-Directed IRA
08:49 Disqualified Persons and Prohibited Transactions
12:12 Tax Implications of Self-Directed IRAs
17:12 Buying Property with a Self-Directed IRA
18:14 Checkbook IRAs: Pros and Cons
21:02 Fix and Flips in a Self-Directed IRA
27:26 Managing Short-Term Rentals in a Self-Directed IRA
37:51 Managing Long-Term Rentals in a Self-Directed IRA
39:54 Managing Out-of-State Investments
40:41 Building Trust with Investors
40:51 Long-Term vs Short-Term Investment Strategies
45:57 Understanding Depreciation and Portfolio Diversification
47:11 Prohibited Transactions and UBIT
48:51 Choosing the Right Custodian
52:11 Private Money Lending and Note Investing
58:46 Final Thoughts and Q&A

⚠️ Disclaimer:

The content shared in Next Level Strategies is for educational purposes only, and not to be taken as professional legal, financial, or tax advice. Consult professionals before making financial decisions.

Видео Mastering Self-Directed IRAs: Real Estate and Alternative Investment Strategies канала Next Level Strategies