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Inhoud geleverd door The Wealth Elevator Podcast, Lane Kawaoka, and PE. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door The Wealth Elevator Podcast, Lane Kawaoka, and PE of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Self Directed IRA or Solo401K?

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Manage episode 424235988 series 2486728
Inhoud geleverd door The Wealth Elevator Podcast, Lane Kawaoka, and PE. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door The Wealth Elevator Podcast, Lane Kawaoka, and PE of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/


We explore the differences between Self-Directed IRAs and Solo 401ks to help you decide which is better for your investment needs. We delve into the specifics of Qualified Retirement Plans (QRPs), including their tax advantages and suitability for various types of investments such as real estate, venture capital, and cryptocurrencies. We also discuss capital raising, value-add strategies, and the importance of using the right financial tools for different stages of your investment journey. Join our host as he shares insights from a recent angel meeting, the pros and cons of different investment types, and a thought-provoking analogy for new investors. Guest expert Brett Snicky provides valuable tips on qualifying for Solo 401ks, prohibited transactions, and strategic planning for retirement investing. Whether you're a seasoned investor or just getting started, this episode offers essential guidance to optimize your retirement portfolio.


39:34 Exploring Advanced Tax Strategies and Investment Vehicles

42:32 The Bucket Theory Reimagined: Financial Planning Over Time



Hosted on Acast. See acast.com/privacy for more information.

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443 afleveringen

Artwork

Self Directed IRA or Solo401K?

The Wealth Elevator

55 subscribers

published

iconDelen
 
Manage episode 424235988 series 2486728
Inhoud geleverd door The Wealth Elevator Podcast, Lane Kawaoka, and PE. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door The Wealth Elevator Podcast, Lane Kawaoka, and PE of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/


We explore the differences between Self-Directed IRAs and Solo 401ks to help you decide which is better for your investment needs. We delve into the specifics of Qualified Retirement Plans (QRPs), including their tax advantages and suitability for various types of investments such as real estate, venture capital, and cryptocurrencies. We also discuss capital raising, value-add strategies, and the importance of using the right financial tools for different stages of your investment journey. Join our host as he shares insights from a recent angel meeting, the pros and cons of different investment types, and a thought-provoking analogy for new investors. Guest expert Brett Snicky provides valuable tips on qualifying for Solo 401ks, prohibited transactions, and strategic planning for retirement investing. Whether you're a seasoned investor or just getting started, this episode offers essential guidance to optimize your retirement portfolio.


39:34 Exploring Advanced Tax Strategies and Investment Vehicles

42:32 The Bucket Theory Reimagined: Financial Planning Over Time



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

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