EP 137 - Solo 401k/SEP Mega IRA Strategies for Note Investors & Note Creators

In this episode, Dave Putz and Nathan Turner sit down with Nate Hare from Directed IRA to dive deep into how note investors can use self-directed retirement accounts to build wealth tax-free. Nate explains the difference between traditional and Roth IRAs, how to contribute up to $70,000 per year using solo 401ks, and strategies like the mega backdoor Roth. The trio also covers legal compliance, using checkbook LLCs, and leveraging multiple accounts for one investment. If you're a note investor looking to raise capital or defer taxes, this episode is packed with actionable insights.

Sponsored by Call The Underwriter, go to calltheunderwriter.com/jpk and get a free seller finance deal toolkit! To obtain this week's Real Estate Notes Show guest Nate Hare's information, use this link https://bit.ly/3FEZ69V

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[00:00:00] Show Intro and Guest Update

[00:01:03] Best DME Conference Success Story

[00:02:29] Who the Conferences Are For

[00:03:18] Toolkit from Call the Underwriter

[00:04:24] Creating High-Value Notes

[00:05:02] Funding Notes with Retirement Cash

[00:06:42] Tapping 401k Money for Notes

[00:08:54] Meet Nate Hare from Directed IRA

[00:10:04] How Nate Got into IRA Investing

[00:12:03] Why Use IRA for Note Investing

[00:13:10] What You Can’t Invest In

[00:14:56] Real Estate and Notes in IRAs

[00:17:02] Moving Money from Fidelity to SDIRA

[00:19:02] IRS Stats on Wealthy IRA Investors

[00:21:03] Using IRA to Lend on Notes

[00:23:14] $7K vs $70K IRA Contributions

[00:25:04] Traditional vs Roth Tax Benefits

[00:27:11] Who Qualifies for Solo 401k

[00:30:46] Real Estate Leverage with Retirement

[00:32:04] Contribution Math Made Simple

[00:36:12] Roth Conversions and Backdoor Strategy

[00:38:54] Understanding Roth Income Limits

[00:42:30] Legal Rules on Self-Directed IRAs

[00:44:04] Who IRAs Can’t Transact With

[00:47:04] What Is a Checkbook IRA LLC

[00:51:00] Partnering Multiple IRAs in One Deal

[00:54:02] Raising Capital Using Other People’s IRAs

[00:56:00] Market Outlook for Alternative Assets

[00:59:15] Show Wrap-Up and Next Steps