REtipster does not provide tax, investment or financial advice. Always seek the help of a licensed financial professional before taking action.
Most people think their retirement accounts can only invest in stocks, mutual funds, and index funds. But that’s not really true.
In this episode, I speak with Henry Yoshida, CEO of rocketdollaron how investors can use self-directed retirement accounts to invest in alternative assets such as real estate, land deals, startups, and private investments.
Henry spent a decade at Merrill Lynch, built a robo-advisor acquired by Goldman Sachs, and now helps investors unlock retirement money for deals most people assume they can’t access.
Special offer: Save $100 on your new RocketDollar account when you use code ‘REtipster’ at checkout!
Transcript of the episode
Key takeaways
In this episode, you will be able to:
- Find out how retirement accounts like IRAs and 401ks can legally be used to invest in real estate and other private businesses outside of the stock market.
- Find out why traditional financial advisors rarely mention self-directed investing and what structural incentives keep this option hidden from most people.
- Understand the key differences between Roth and traditional IRAs, including flexibility rules that most people never hear about.
- Find out how checkbook control and direct escrow accounts work differently and which one suits specific types of real estate businesses.
- Hear why a financial expert believes the 60-40 stocks and bonds portfolio is outdated and what he thinks should replace the bond allocation.
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About the author
Seth Williams is the founder of REtipster.com, an online community offering real-world guidance for real estate investors.
