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Invest my Retirement Accounts? SDIRA, Solo401K, Roth IRA

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Manage episode 441578074 series 2486728
Content provided by The Wealth Elevator Podcast, Lane Kawaoka, and PE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Wealth Elevator Podcast, Lane Kawaoka, and PE 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://ppacc.player.fm/legal.

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


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


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

  continue reading

483 episodes

Artwork
iconShare
 
Manage episode 441578074 series 2486728
Content provided by The Wealth Elevator Podcast, Lane Kawaoka, and PE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Wealth Elevator Podcast, Lane Kawaoka, and PE 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://ppacc.player.fm/legal.

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


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


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

  continue reading

483 episodes

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