Are you tired of the stock market's unpredictability affecting your retirement plans? Join host Amy Sylvis and guest Brett Synicky from Sense Financial as they explore how to take control of your financial future. Discover the potential of self-directed IRAs and solo 401ks, and how they allow you to invest in assets you truly understand, such as real estate, gold, and private lending.
Learn about the important tax implications, contribution limits, and best practices for managing these accounts. If you're ready to empower yourself with knowledge and make informed decisions about your retirement, this episode is a must-listen. Tune in and find out how to achieve a more secure and abundant retirement.
Connect with Brett
https://www.linkedin.com/in/brettsynicky/
https://www.sensefinancial.com/
https://www.linkedin.com/in/amysylvis/
Connect with Amy Sylvis:
Contact Us:
https://www.sylviscapital.com/webinar
00:23 Guest Introduction: Brett Synicky from Sense Financial
00:57 Understanding Solo 401 (k) and Self-Directed IRAs
01:24 Diversification and Investment Options
05:35 Retirement Account Types and Rules
09:26 Investment Strategies and Best Practices
21:04 Tax Implications and UBIT/UDFI Explained
24:55 Addressing Audience Questions
26:29 Understanding Checkbook Control for IRAs
34:13 Exploring Contribution Limits for Retirement Accounts
39:11 Final Advice and Contact Information
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