Analyzing the Consequences of Proposed Social Security Changes

Big changes could be coming to retirement plans under President Trump, and real estate investors need to pay attention. In this episode, we break down how potential policy shifts—like stricter fiduciary rules, Social Security reforms, and tax changes—could impact your ability to invest in real estate through 401(k)s, IRAs, and self-directed accounts. Will ESG-focused real estate funds be deprioritized? Could tax cuts create new opportunities for Roth conversions? And how might Social Security’s future affect your long-term financial strategy? Tune in to find out what these changes could mean for your portfolio and how to stay ahead in an evolving investment landscape.

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