Did you know you can invest in real estate deals and other alternate investments using your Individual Retirement Account (IRA) with tax-free investment growth? Join us as we discover a way that could help you access funds for your real estate syndication deals. In today’s episode, Joey Eplite joins us as we unravel the gem called self-directed IRA. Joey is a finance student at the University of Central Florida and self-directed IRA at NuView Trust Company.

He has helped hundreds get started with their Self-Directed IRA for real estate investing, lending, and investing in private LLCs. In today’s episode, he talks about everything you need to know about self-directed IRAs. He shares the advantages and processes involved, as well as the rules governing self-directed IRAs.

Key Takeaways:

• What is a self-directed IRA?
• Benefits of a self-directed IRA for syndicators
• How do you convert a traditional IRA to a self-directed one?
• Self-directed IRAs: Where to reach out and how to make it into a deal
• Rules and structures of self-directed IRAs
• Resources and FAQs regarding self-directed IRAs
• The importance of optimism and meditation in success

Resources: 

• IRS Code 4975 - www.irs.gov/pub/irs-drop/rr-06-38.pdf
• Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert Kiyosaki
• The Four Agreements: A Practical Guide to Personal Freedom (A Toltec Wisdom Book) by Don Miguel Ruiz
• Contact Joey Eplite
  • E-mail: jeplite@nuviewira.com
  • Phone: 407-519-9175