• Invest my Retirement Accounts? SDIRA, Solo401K, Roth IRA

  • Sep 24 2024
  • Length: 18 mins
  • Podcast

Invest my Retirement Accounts? SDIRA, Solo401K, Roth IRA

  • Summary

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    In today's podcast, we dive into utilizing qualified retirement plans, such as self-directed IRAs and solo 401ks, for business owners and side hustlers. We discuss the recent Fed rate cut and its impact on the economy and interest rates. The importance of value-added real estate deals, private equity, and the strategic use of retirement accounts for high volatility investments like cryptocurrencies are covered. We also explore tax benefits of different investment strategies, leveraging non-tax advantaged funds, and the hierarchy of financial objectives. Finally, we offer insights on the optimal use of various investment vehicles to achieve financial freedom and effective wealth management.


    07:32 Exploring Advanced Tax Strategies and Investment Vehicles

    10:30 The Bucket Theory Reimagined: Financial Planning Over Time


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