About this episode

In this episode, Suzanne and Sarah discuss how self-directed retirement accounts can be used to invest in real estate and build wealth.

In Episode 33 of The Real Deal Podcast, Suzanne Moore and Sarah Willis introduce one of the most powerful yet underutilized tools available to real estate investors: self-directed retirement accounts. Ahead of their upcoming investor meetup featuring Amanda Holbrook of Specialized Trust Company, they explore how investors can use self-directed IRAs and self-directed 401(k)s to purchase real estate, fund private loans, and build wealth outside the stock market. The hosts discuss why this strategy may be particularly attractive for investors who have retirement funds sitting idle while they actively pursue real estate opportunities. They share a recent client experience using a self-directed retirement account to purchase a property in Bend, discuss the challenges of financing these deals, and explain why this strategy may be best suited for intermediate and advanced investors. The episode emphasizes the importance of understanding your options, properly structuring retirement investments, and exploring alternative ways to put retirement savings to work long before traditional retirement age. 🏡 Ready to learn how to use your 401(k) to invest in real estate before retirement? 📅…

People in this episode

Hosts: Suzanne Moore, Sarah Willis

Topics covered

• self-directed retirement accounts
• real estate investing
• wealth building
• retirement strategies
• financing challenges

Keywords

• self-directed IRA
• self-directed 401(k)
• real estate
• retirement funds
• investment property

Mentioned in this episode

Organizations: Specialized Trust Company

Places: Bend

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