Скачать или смотреть Investing in Turnkey Real Estate with your Self-Directed IRA

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In this webinar you’ll learn how investors are using Self-Directed IRAs to purchase turnkey real estate. Learn how to leverage your retirement account to invest in cash-flowing properties—without the headaches of managing tenants or rehabs.

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Disclaimer: This podcast is for educational purposes only and does not constitute financial advice. Consult with a qualified professional before making any investment decisions.

Chapters & Timestamps
00:00 – 01:00 | Welcome & Introductions
Nate Hare and Lindsey Mursi introduce themselves and kick off the session.

01:00 – 02:03 | What Directed IRA Does
Quick overview of Directed IRA’s role and who it serves.

02:03 – 05:24 | Alt Asset Summit Announcement
Details on the October Alt Asset Summit, ticket options, and early bird pricing.

05:24 – 06:35 | Intro to Self-Directed IRAs
Understanding the basics of SDIRAs, investment freedom, and common hesitations.

06:35 – 10:05 | How SDIRAs Work & What You Can Invest In
Clarifying IRS rules, prohibited assets, and how Directed IRA is different from Fidelity or Schwab.

10:05 – 13:25 | Why Real Estate is Powerful in an IRA
Tax-exempt advantages and the role of different types of IRAs, with a Roth spotlight.

13:25 – 14:40 | Personal Property Use Rules & Real Estate Criteria
Using IRA funds for investment-only properties and types of qualifying assets.

14:40 – 15:49 | Other Plans That Can Be Self-Directed
SEPs, Solo 401(k)s, HSAs, and ESAs – how they work and their advantages.

15:49 – 17:37 | Biggest Barrier to Self-Directing
Why most investors don’t self-direct – lack of deal flow or experience.

17:37 – 18:44 | Introducing Josh Gilmore from SBDIRA Wealth
Background and mission of Josh’s company, turnkey real estate investing.

18:44 – 21:04 | Why Traditional Retirement Planning Falls Short
Stats on average retirement savings and why alternatives matter.

21:04 – 23:38 | What ‘Full-Service Turnkey’ Really Means
SBDIRA Wealth’s build-to-rent process, market analysis, and lending support.

23:38 – 26:17 | Leverage and Non-Recourse Lending Explained
How IRAs can borrow using non-recourse loans and what banks look for.

26:17 – 30:12 | Real Estate Leverage vs. Cash Strategy
Examples of ROI differences with and without leverage.

30:12 – 33:54 | Non-Recourse Loan Deep Dive
Interest rate comparison, risk considerations, and refinance opportunities.

33:54 – 36:10 | Benefits of Property Management
Discounted rates, hands-off investing, and who this strategy is best for.

36:10 – 40:25 | Freedom Formula & Goal Setting
Creating passive income, retirement income planning, and the Freedom Five Formula book.

40:25 – 43:16 | 3 Phases to Real Estate Wealth
Phase 1: Acquire; Phase 2: Refinance/Grow; Phase 3: Tax-Free Wealth via Roth IRAs.

43:16 – 47:04 | Advanced Topic: UDFI & Taxes
Debunking tax fears, explaining depreciation, and tax treatment of leveraged investments.

47:04 – 51:16 | UBIT, UDFI & You: What You Need to Know
Myths about the 37% tax, trust tax brackets, and cash-on-cash considerations.

51:16 – 56:12 | Final Wealth Strategy & Compliance Tips
Long-term growth with leverage, UBIT mitigation, and staying compliant with IRA rules.

56:12 – 59:00 | Hands-Off Real Estate Investing
Turnkey vs. DIY, sweat equity risks, and where SBDIRA fits in.

59:00 – 01:01:17 | Low-Capital Entry: Connect Invest Intro
How to get started with as little as $500 + Connect Invest $50 promo.

01:01:17 – 01:03:13 | Why This Shouldn’t Be a Secret
Personal testimonials, long-term client stories, and Roth wealth building.

01:03:13 – 01:05:38 | Next Steps & Special Offer
Directed IRA promo for SBDIRA clients, LLC structures, and application tips.

01:05:38 – 01:10:00 | Final Thoughts & Client Video
Partnership with Tim Tebow, client stories, and final call to action.