Directed IRA Podcast 50 Minutes of Real Talk on Self-Directed IRAs and Alternative Investing
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May 7, 2025 Dive into the world of self-directed IRAs and discover powerful investment strategies. The hosts explore the benefits of Health Savings Accounts for young adults and share humorous insights on family financial planning. Learn about the importance of asset protection in retirement accounts and how to navigate solo 401(k) options for entrepreneurs. Plus, uncover the intricacies of Roth contributions and the advantages of VA loans for property acquisition. It's a blend of practical advice and philosophical reflections for savvy investors!
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Kids Can Have Their Own HSAs
- Kids aged 22 to 25 on parent's high deductible plan can open their own HSA if not tax dependents.
- This allows them to save tax-deductible funds for medical expenses and investing in real estate via LLCs.
Focus on One Investment Strategy
- Success in self-directed investing comes from finding one thing you excel at and enjoy.
- Focusing on that one thing compounds growth faster and leads to greater success.
Use Professional Valuation for Conversion
- To do a discounted Roth conversion of non-public assets, obtain a professional third-party business valuation.
- Use certified valuation analysts or qualified CPAs to ensure proper IRS-recognized discounts for conversion.
