Brett Synicky from Sense Financial joined the podcast to dive into the world of self-directed retirement accounts. We explored the key differences between self-directed IRAs and solo 401(k)s, the impact of investing in an IRA before age 59½, and the nuances of UBIT (Unrelated Business Income Tax). Brett also shared insights on the importance of aligning investments with personal knowledge and risk tolerance, as well as the growing popularity of private lending and real estate among his clients. Tune in for a valuable discussion on maximizing retirement funds through alternative investments!
Connect with Brett Synicky
SENSE FINANCIAL: https://www.sensefinancial.com/
Want to create your own seller-financed notes?
MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/
Are you Ready to work with Dan to learn how to invest in notes yourself?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners Get the
FREE EBOOK on How to Make Outsized Profits in Notes in 2025: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
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