Avoid Taxes, Build Wealth: Self-Directed IRA & 401k Strategies The Wisconsin Investor podcast

Avoid Taxes, Build Wealth: Self-Directed IRA & 401k Strategies

1d ago 52:36

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Taxes don’t have to be the cost of doing business. Specialized custodian Mikey Liello breaks down how self-directed retirement accounts let you buy rentals, fund flips, and lend privately — compounding gains with powerful tax advantages.

We simplify IRC 4975 so you understand what’s allowed, who’s disqualified, and how to structure deals legally. Learn the three clean funding paths — cash, non-recourse leverage, and partnerships — and why the solo 401k is the real estate investor’s multi-tool for tax-free growth, liquidity, and avoiding UBIT.

Plus:

• What the IRS allows vs. what custodians offer
• Prohibited transactions and disqualified persons
• Cash, leverage, and partner funding structures
• Roth conversions, backdoor Roths, and step plans
• How to turn old 401ks into private money for your deals
• HSA and CESA strategies

🎧 Ready to keep more of what you earn? Hit follow, share this with a friend sitting on an old 401k, and grab your free “BRRRR for Beginners” course to land your first deal in 45–90 days.

📩 Contact Mikey Liello: [email protected]

Chapters

1. Avoid Taxes, Build Wealth: Self-Directed IRA & 401k Strategies (00:00:00)

2. Welcome And Sponsor Highlights (00:01:18)

3. Introducing Guest Mikey Liello (00:02:00)

4. What Self-Directed Accounts Really Allow (00:03:55)

5. Prohibited Deals And Disqualified Persons (00:07:24)

6. Three Ways To Invest: Cash, Leverage, Partner (00:10:14)

7. Family Strategy: Roths, CESAs, And Solo 401k (00:14:51)

8. Contributions, Write-Offs, And Solo 401k Loans (00:19:02)

9. HSAs You Can Invest And Spend Tax-Free (00:21:38)

10. Using HSAs And CESAs For Wholesales And Flips (00:26:50)

11. UBIT Explained And Why Solo 401k Helps (00:30:58)

12. Partnering Structures And Non-Recourse Loans (00:34:50)

13. Unlocking Private Money From Old 401ks (00:39:44)

14. Conversions, Backdoor Roths, And Step Plans (00:44:58)

15. Travel Tangent And Closing CTAs (00:49:42)

64 episodes