Скачать или смотреть Inherited Roth IRA in a STR Joint Venture Walter Wofford

Welcome to the Deep Dive, where we cut through the complexity and break down powerful strategies for building wealth. In this episode, we're unpacking a unique case study: how to invest an inherited Roth IRA into a short-term rental (STR) joint venture LLC.
We cover:
➡️ How inherited Roth IRAs work (spoiler: no step-up in basis!)
➡️ Using retirement accounts for real estate investments
➡️ JV partnership structures where one partner funds most of the deal but profits are split 50/50
➡️ The key tax planning strategy: an in-kind distribution of your LLC interest
➡️ The 10-year distribution rule under the SECURE Act
➡️ How to avoid prohibited transactions that could blow up your IRA
➡️ Valuation pitfalls and how your new cost basis resets at distribution
This is essential watching if you're managing inherited retirement accounts, real estate joint ventures, or tax-advantaged exit strategies.
🔍 Ready to dive into the numbers, rules, and risks? Let’s go.

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