Unemployment now exceeds 33 million. States are beginning the slow process of re-opening. Some businesses and jobs will never return. The stock market, which lost 34% has regained momentum, however is still 18% off market highs. The outlook is volatile at best. At the same time, the market and economy is showing signs of rebounding and the resilient Real Estate Market although overall lower, has continued to have a high demand, low supply throughout most of the country. The question is will it boom as investors seek hard assets and the consumer returns in even greater numbers with enticing interest rates? Watch Podcast Now
There is a rebound train coming and in some markets, it has already arrived. The will of the people and the Entrepreneur will lead us back in the recovery and Real Estate will be one key component. In times of uncertainty, investors move to hard assets. A recent survey suggested people favor Real Estate over traditional Mutual Funds as the favored long term holding investment by a wide margin:
Rich Rudnick invited two key industry experts to discuss the best way to navigate the transition from IRA’s to Real Estate holdings via Self Directed IRA’s. This process is expected to gain momentum as baby boomers want to avoid any more erosion of their stock market portfolio as the market crash of a decade ago is still fresh in their minds.
Rich and his guests discussed the current market conditions and direction they thought it was headed. In addition, they addressed or answered the following:
- What a Self-Directed IRA is and how it works
- Who are good candidates and who shouldn’t consider this as an option
- The most common mistakes, pitfalls and misperceptions people make when they transition into a Self- Directed IRA
- The fees and tax considerations
- Non-Recourse financing
- Buying investment property with your Self Directed IRA and all the considerations.
- The biggest mistakes investors make when acquiring real estate.
- Misperceptions regarding managing investment properties.
Brian Eastman is a principal and Sr. Consultant at Safeguard Advisors, LLC based in Boulder, Colorado.
Mr. Eastman has personally worked with thousands of independent investors over the years and has a deep understanding not only of the tax frame work that governs self-directed retirement plans, but how to actually use such a plan successfully in a variety of real estate-related transaction types. Brian has been investing in real estate personally and with his self-directed plan for 15 years, and has participated in sub-division development, flipping properties, rentals, lease options, and trust deed financing of various types of property.
Prior to joining Safeguard Advisors, Mr. Eastman spent nearly two decades in the development and implementation of complex software systems, with a focus on client education. His ability to present complex and wide-ranging topics in a clear and understandable fashion translates well to the educational approach that is critical to helping investors discover the potential of a self-directed retirement investing strategy.
A graduate of UC Berkeley, Mr. Eastman enjoys exploring the wonders of the Rocky Mountain back country with his family and cheering for his son’s hockey team. More about Brian. His website is: Learn More
Joshua Christensen is the Principal and Sr Advisor at EQT Property Management, LLC based in Albuquerque, New Mexico. In his 21 years of experience, he has personally worked with thousands of New Mexicans over the years to build their real estate dreams. As a private investor himself, Joshua understands many of the different nuisances in real estate from: rentals, flips, BRRRR, Multi-Family, and lease options to name a few. He founded EQT Property Management to solve the problem many investors face which is true asset portfolio growth.
Beyond building his clients wealth portfolio, Joshua loves to spend time with his wife and two daughters, travel and tee time on the golf course. More about Joshua.
In this Podcast, Brian and Joshua will answer the questions and connect the dots on moving from a traditional or simple IRA to acquiring real estate that will give you control of your retirement goals, performance and stability you are looking while avoiding penalties and taxes.
Schedule your Complimentary Session with one of Our Coaches Today and make sure you are Ready for Increase!
