Creating Wealth Real Estate Investing with Jason Hartman 2325: Unlock Tax-Free Wealth: Mastering the Self-Directed Roth IRA Like Peter Thiel with Adam Bergman
Jason focuses today on financial wisdom and the real estate market. He emphasizes the importance of taking action over endless information gathering for personal growth and financial success. Jason then shifts to housing appreciation rates over the past decade, highlighting how income property is a robust, tax-advantaged asset class focused on yield, not just price. He further explores the challenges faced by renters due to high rental costs and the scarcity of affordable housing, while also clarifying the investor's role in contributing to housing supply. Finally, he addresses the complexities of measuring housing inventory and promotes upcoming events and investment opportunities.
Go to JasonHartman.com/Properties and start your investing journey! Reach out to your investment counselors today at 1-800-HARTMAN ext. 2.
Jason then welcomes Adam Bergman, founder of IRA Financial, talks about the history and current state of self-directed IRAs, highlighting their potential for significant investment returns and explaining the differences between traditional and Roth IRAs. He covered the benefits and tax implications of using a self-directed IRA for investments, including strategies to avoid unrelated business income tax and the importance of diversification in Congress's perspective. The discussion concluded with Adam explaining the setup process for an LLC through IRA Financial, emphasizing the benefits of checkbook control and limited liability protection for real estate investments.
Key Takeaways:
Jason's editorial
1:49 Clip of the Day: The Most "Conformist" Woman in the World
3:29 Get your dopamine from action
5:22 Home Price Appreciation 2014-2024
8:06 Hourly wage needed to afford rent
9:43 Number of minimum wage jobs needed to afford a 2 BR rent
13:19 Housing inventory: NAR vs. HousingWire
15:31 Join our FREE Masterclass every second Wednesday of each month! JasonHartman.com/Wednesday
Adam Bergman interview
16:21 A brief history of SDIRA's
19:55 Sponsor: https://www.monetary-metals.com/Hartman/
21:57 2 Benefits of why using an IRA is so important
23:04 Taxes in the IRA environment
28:32 Most important things to know
30:51 Next steps and what IRA Financial can do for you
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