Getting Real | Unlocking Passive Income with an IRA | 13% ROI in 9 Months | Equity Trust

Today we will unlock the secrets to generating substantial passive income through smart investment strategies. In this feature, we spotlight a client’s skillful achievement: a 13% return on investment in just 9 months by leveraging his IRA in real estate.
In This Video:
- Discover the potential of IRAs in the real estate market.
- Understand how this client strategically invested his IRA funds.
- Learn about the unique blend of Roth and Traditional IRA accounts to maximize investment flexibility.
- Dive into the details of due diligence, legal considerations, and the mechanics behind successful IRA real estate investing.
- Explore the tax advantages of IRA investments and how John benefitted from tax-free and tax-deferred returns.
0:00 - Introduction to John's IRA Investment
0:11 - John's Profit from Passive Real Estate Investment
0:18 - Legal and Tax Aspects of IRA Investing
0:25 - Combining Roth and Traditional IRAs for Funding
0:32 - Investment Setup: Funding and Legal Security
0:47 - Tax Benefits in Self-Directed IRA Investments
1:01 - Detailed Process of John's Real Estate Investment
1:26 - Partnering Different IRA Accounts
2:00 - Tax Advantages in Real Estate IRA
2:54 - ROI Calculation and Tax Implications
3:30 - Legal Framework of the Investment
4:02 - Risk Management in IRA Real Estate
4:33 - Profit Allocation to IRA Accounts
5:00 - Investment Flexibility with IRAs
5:49 - John's Strategy for Passive Investment
6:16 - Maximizing IRA Investment Returns
This video is not just a success story, but a roadmap for those looking to take control of their retirement funds and use them to create a sustainable and significant source of passive income.
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#PassiveIncomeWithIRA #RealEstateInvesting #FinancialFreedom #EquityTrust #IRAInvestmentTips

[@sandrab.traver3262]

This is such a great strategy, I did a similar transaction with my self directed IRA at Equity trust and it worked perfectly, zero stress and having security of first loan position.

[@equitytrustcompany]

Thanks for sharing your experience! We love hearing success stories from our clients👏

[@SB_2-StrokeAND4WD]

In your example, can John personally or must his self directed IRA pay The attny. Fees to prepare a note and mortgage document?

[@equitytrustcompany]

The attorney fees for preparing a note and mortgage document in a transaction involving a self-directed IRA should be paid directly from the IRA. Paying these fees personally could violate IRS rules and potentially lead to penalties.

[@SB_2-StrokeAND4WD]

@@equitytrustcompany Thanks for the clarification....