WMREI 45 Unlocking Capital Through A Self Directed Retirement Accounts

Unlocking Capital with Self-Directed Retirement Accounts: An In-Depth Look

In this virtual meetup, host Chris Price introduces Joel Landon from Heritage IRA. They discuss the key benefits and mechanics of self-directed IRAs and solo 401(k) plans, focusing on how individuals can unlock and invest their retirement funds in alternative assets like real estate. Key points include expanding financial intelligence, increasing generational wealth, and the role of custodians in maintaining compliance. Joel also highlights Heritage IRA’s modern technology platform and its potential to simplify and expedite account setup and management. The session concludes with a Q&A, touching on topics such as Roth conversions and the process of transferring accounts between providers.

00:00 Introduction and Welcome
00:22 About the Meetup and Sponsors
03:19 Agenda for the Evening
04:28 Introducing the Guest Speaker
06:34 Unlocking Capital Through Self-Directed Retirement Accounts
11:27 Understanding Self-Directed IRAs
19:25 Solo 401k and ROBS Explained
25:52 Summary and Key Takeaways
31:12 Understanding IRA Investments
31:51 Choosing the Right Custodian
32:06 Exploring Solo 401k Benefits
33:13 Personal Loan Options in Solo 401k
34:15 Recap and Free Education Resources
35:04 Q&A Session
38:51 The Role of the Custodian
42:28 Converting Traditional IRA to Roth IRA
44:04 Transferring Providers
49:45 Technology and Partner Integrations
50:46 Personal Insights and Wealth Mindset
55:19 Closing Remarks and Contact Information