The Benefits of Relying on Real Estate to Fuel Your Retirement with John Bowens

One of the biggest misunderstood strategies for investing is investing with a Self-Directed IRA. In the United States, taxes are one of the biggest things business owners and entrepreneurs try to avoid at all cost. So how can you be smart, and invest legally but avoid taxes?

 

On the episode we bring on John Bowens from Equity Trust Company to give us the breakdown of what Self-Directed IRA’s are and how powerful they can be to an investor. We also go over Traditional IRA’s, Roth IRA’s, Solo 401k’s and other types of investing accounts.

 

0:00 Introduction

0:27 Introducing John Bowens from Equity Trust Company

3:24 The Bottom Line Up Front - Investing in alternative assets

6:49 Why Tim invests in other people's deals

8:55 Investing passively in real estate

11:28 What can you use a Self-Directed IRA to invest in?

15:24 Investing with Self-Directed IRA to save on taxes

18:23 The different Self-Directed IRA types

25:25 What is a Traditional IRA?

26:45 What is a Roth IRA?

28:31 What is a Solo 401k?

31:06 What is an HSA?

35:07 Setting up investment accounts as an employer 

38:09 How to connect with John and Equity Trust Company