MB362: How to Use Your IRA or 401(k) to Invest in Real Estate – With Henry Yoshida
When I first started raising money for real estate syndications, I had lunch with a prospective investor who was interested but didn’t have the $50,000 minimum it took to get in on the deal. But then I asked, ‘Do you have an IRA or anything?’ And it turned out he had $500,000 sitting in his […]
COVID Update – How the CARES Act has impacted 401(k) and IRAs
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed by Congress back in March when the pandemic was just starting to heat up. One aspect of the 800 page bill that investors need to understand is the impact to their retirement accounts. Specifically, you now have the ability to access (up to) $200,000 without penalty. Join me today with my guest, Damion Lupo, to learn how to maximize this unique opportunity.
Tax Law Changes You Need to Know with Damion Lupo
On January 1st, something incredible happened that you really need to know about. For the first time in 13 years, there’s been a major overhaul in the retirement tax code. With this new change, multifamily investors now have the ability to make an investment in 2020 that can relieve them of their taxable burden from 2019. Up to $57,000! Want to learn more? Tune in to the video!
How to Avoid UBIT Taxes Inside an IRA
The benefit of higher annual returns drives a lot of people to repurpose their IRAs for multifamily real estate investment. But there’s a catch. The UBIT, or Unrelated Business Income Tax, means you could be taxed inside your IRA. It’s a real doozy!
How to Invest Using Retirement Funds
Is it possible to use a retirement account to invest in a real estate syndication? The short answer is yes. But what qualifies? Today, we’ll answer that question and take a look at the pros and cons of this strategy.
MB 158: The Danger in Using Your IRA to Invest in Multifamily – With Damion Lupo
Are you using your IRA to invest in a multifamily syndication? Then brace yourself for an unexpected tax bill when the asset sells. Today, Damion Lupo joins me to explain why the QRP is a better vehicle for real estate investors to avoid Unrelated Business Income Tax and regain control of your retirement savings!