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2325: Unlock Tax-Free Wealth: Mastering the Self-Directed Roth IRA Like Peter Thiel with Adam Bergman

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Manage episode 496132248 series 2294384
Content provided by Jason Hartman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hartman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jason focuses today on financial wisdom and the real estate market. He emphasizes the importance of taking action over endless information gathering for personal growth and financial success. Jason then shifts to housing appreciation rates over the past decade, highlighting how income property is a robust, tax-advantaged asset class focused on yield, not just price. He further explores the challenges faced by renters due to high rental costs and the scarcity of affordable housing, while also clarifying the investor's role in contributing to housing supply. Finally, he addresses the complexities of measuring housing inventory and promotes upcoming events and investment opportunities.

Go to JasonHartman.com/Properties and start your investing journey! Reach out to your investment counselors today at 1-800-HARTMAN ext. 2.

Jason then welcomes Adam Bergman, founder of IRA Financial, talks about the history and current state of self-directed IRAs, highlighting their potential for significant investment returns and explaining the differences between traditional and Roth IRAs. He covered the benefits and tax implications of using a self-directed IRA for investments, including strategies to avoid unrelated business income tax and the importance of diversification in Congress's perspective. The discussion concluded with Adam explaining the setup process for an LLC through IRA Financial, emphasizing the benefits of checkbook control and limited liability protection for real estate investments.

Key Takeaways:

Jason's editorial

1:49 Clip of the Day: The Most "Conformist" Woman in the World

3:29 Get your dopamine from action

5:22 Home Price Appreciation 2014-2024

8:06 Hourly wage needed to afford rent

9:43 Number of minimum wage jobs needed to afford a 2 BR rent

13:19 Housing inventory: NAR vs. HousingWire

15:31 Join our FREE Masterclass every second Wednesday of each month! JasonHartman.com/Wednesday

Adam Bergman interview

16:21 A brief history of SDIRA's

19:55 Sponsor: https://www.monetary-metals.com/Hartman/

21:57 2 Benefits of why using an IRA is so important

23:04 Taxes in the IRA environment

28:32 Most important things to know

30:51 Next steps and what IRA Financial can do for you

https://www.IRAFinancial.com

Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/

Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/

Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund

CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect

Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals

Special Offer from Ron LeGrand: https://JasonHartman.com/Ron

Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

  continue reading

2228 episodes

Artwork
iconShare
 
Manage episode 496132248 series 2294384
Content provided by Jason Hartman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hartman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jason focuses today on financial wisdom and the real estate market. He emphasizes the importance of taking action over endless information gathering for personal growth and financial success. Jason then shifts to housing appreciation rates over the past decade, highlighting how income property is a robust, tax-advantaged asset class focused on yield, not just price. He further explores the challenges faced by renters due to high rental costs and the scarcity of affordable housing, while also clarifying the investor's role in contributing to housing supply. Finally, he addresses the complexities of measuring housing inventory and promotes upcoming events and investment opportunities.

Go to JasonHartman.com/Properties and start your investing journey! Reach out to your investment counselors today at 1-800-HARTMAN ext. 2.

Jason then welcomes Adam Bergman, founder of IRA Financial, talks about the history and current state of self-directed IRAs, highlighting their potential for significant investment returns and explaining the differences between traditional and Roth IRAs. He covered the benefits and tax implications of using a self-directed IRA for investments, including strategies to avoid unrelated business income tax and the importance of diversification in Congress's perspective. The discussion concluded with Adam explaining the setup process for an LLC through IRA Financial, emphasizing the benefits of checkbook control and limited liability protection for real estate investments.

Key Takeaways:

Jason's editorial

1:49 Clip of the Day: The Most "Conformist" Woman in the World

3:29 Get your dopamine from action

5:22 Home Price Appreciation 2014-2024

8:06 Hourly wage needed to afford rent

9:43 Number of minimum wage jobs needed to afford a 2 BR rent

13:19 Housing inventory: NAR vs. HousingWire

15:31 Join our FREE Masterclass every second Wednesday of each month! JasonHartman.com/Wednesday

Adam Bergman interview

16:21 A brief history of SDIRA's

19:55 Sponsor: https://www.monetary-metals.com/Hartman/

21:57 2 Benefits of why using an IRA is so important

23:04 Taxes in the IRA environment

28:32 Most important things to know

30:51 Next steps and what IRA Financial can do for you

https://www.IRAFinancial.com

Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/

Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/

Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund

CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect

Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals

Special Offer from Ron LeGrand: https://JasonHartman.com/Ron

Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

  continue reading

2228 episodes

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