#125: Did You Know You Can Directly Invest in Real Estate With a Retirement Account? A Thorough Overview Of Self-Directed IRAs and Their Tax Benefits with John Bowens The Multifamily Wealth Podcast

Join us in this episode of the podcast as we welcome John Bowens, a representative from Equity Trust Company, to learn more about directly investing in real estate through a retirement account (and the tax benefits of doing so).
John provides a comprehensive overview of the three-step procedure and explains the fundamental differences between a Traditional IRA and a Roth IRA, highlighting the significance of compounding interest. He will also delve into self-directed real estate accounts, specifically discussing the benefits of utilizing a Self-Directed IRA.

Additionally, John will provide an advanced tactic to consider when executing two IRA transactions to optimize investments while minimizing the effects of UBIT Tax. This discussion is a thorough overview of the nuts and bolts of actively and passively investing via a retirement account - you don't want to miss it!

What we discuss:
 - How to setup and leverage a self-directed retirement account
 - The difference between a traditional IRA and a Roth IRA
 - Investing in real estate using a self-directed retirement fund
 - Leveraging compounding interest in the absence of taxation

Are you a new multifamily investor looking to grow your portfolio but don't know where to start? Are you an existing multifamily investor looking to scale your business and master advanced topics such as capital structure, finding off-market deals, and establishing JV partnerships? Click here to learn more about 7-Day Multifamily, a program in which I teach investors the foundational skills they need to start and scale a multifamily portfolio rapidly.

Click Here: https://www.multifamilywealtheducation.com/7day

Are you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.

Join Here: https://alignedrep.com/investor-application/

Connect with Axel:
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Learn more about Aligned Real Estate Partners

Connect with John:
Website: https://www.trustetc.com/
LinkedIn: https://www.linkedin.com/in/john-bowens-48331514
YouTube: Equity Trust Company