Main Street Business #583 Strategic Strategies With a Self Directed IRA
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Jul 1, 2025 Explore how to transition your retirement accounts from Wall Street to Main Street with innovative investment strategies. Discover the benefits of self-directed IRAs and how they allow investments in real estate, crypto, and more. Master Roth IRAs for maximizing tax-free wealth while taking control of your financial future. Learn to set up an IRA LLC for flexibility and asset protection. Unlock the potential of diverse investments beyond traditional stocks and grasp the steps to enhance your wealth-building journey.
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Strategically Use Self-Directed IRAs
- Use your IRA or 401(k) to invest in diverse assets like gold, crypto, or real estate.
- Take advantage of Roth IRA benefits to grow money tax-free and withdraw contributions anytime without penalty.
Real Estate Lending with Roth IRA
- Mat Sorensen lent money from his Roth IRA to a real estate investor at 12% interest plus points.
- This strategy allowed his retirement account to compound tax-free, turning $100K into $1.6M faster than taxable investing.
Leverage in Health Savings Account
- Mark Kohler bought a low-income Section 8 rental with his health savings account using seller financing.
- The property generated steady monthly income tax-free, illustrating creative leverage in tax-advantaged accounts.