798. How to Invest Quickly, Safely, and Inexpensively with an Existing Retirement Account with Josh Plave

Josh Plave is the founder of Wall to Main and a full-time multifamily investor. Investing with his family, they hold a portfolio of over 700 units across three markets.  

Josh's experience in retirement accounts began at 16 when he opened his first Roth IRA and began trading equities.

Since then, after the unfortunate passing of his grandfather and mother, he was left with multiple Inherited IRAs. Through careful research and structuring, Josh has learned how to successfully pivot existing retirement accounts invested in the stock market into commercial real estate.

Utilizing self-directed IRAs, Josh, along with his investors, seek out stable returns through workforce housing in America’s Sunbelt region.

Josh established Wall to Main to put together all the creative methods he found when investing in real estate with his retirement accounts. Bypassing along with the lesser-known tips & tricks of self-directed investing, Josh works alongside his investors to establish strategies to minimize their tax burden.

By creating the real estate industry’s only UBIT Calculator, Josh is able to provide investors with an idea of what total take-home returns might look like when investing in multifamily with an  IRA, taxes and all.

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