Checkbook Control Podcast Archives

Podcast: Solo 401k 2018 Year End Tax Strategy & FAQ

Posted on December 3, 2018 by ReSure Financial

A Self-Directed Solo 401k With Checkbook Control is a powerful tax planning tool, providing $10,000’s – up to $122,000 of annual tax deductions. Since the passing of tax reform in 2017, the Checkbook 401k has become even more important, as a key tool for maximizing Section 199A Qualified Business Income 20% tax-deductions. For key 2018 year-end tax strategy and tips, listen to Commercial Real Estate Pro Network Show Episode 172: Solo 401K with Bernard Reisz and J Darrin Gross. Continue reading →

Podcast: SDIRA Fundamentals & Advanced SDIRA Strategy

Posted on November 29, 2018 by ReSure Financial

Fundamentals of IRAs Accounts, 401(k) Plans, Self-Directed IRAs, Self-Directed Checkbook IRAs, Traditional IRA, Roth IRA, Solo 401k Plans, Checkbook Solo 401k Plans…What are those and why does it matter? Bernard Reisz CPA and J Darrin Gross discuss the basics and advanced self-directed investing strategies on Commercial Real Estate Pro Network Radio Episode: Checkbook IRA with Bernard Reisz.

Continue reading “Podcast: SDIRA Fundamentals & Advanced SDIRA Strategy” →

Podcast: Checkbook IRA & 401k For Real Estate Syndicators

Posted on November 23, 2018 by ReSure Financial

Real Estate Syndication and Checkbook IRAs & Checkbook 401(k) Plans are the perfect match! Real estate syndicators raise capital for real estate deals and Self-Directed Retirement Accounts could, potentially, provide ~$28,000,000,000,000 to investment sponsors. Checkbook Control Retirement Accounts are the ideal bridge between those that need investment capital and those that have investable tax-sheltered assets.

Both syndicators and passive real estate investors will benefit from education about the incredible opportunity presented by Self-Directed IRAs and 401k plans, as well as the IRS guidelines that govern them. For a syndicator-centric perspective of SDIRA and SD401k real estate investing, listen to this episode of The Real Estate Syndication Show, hosted by real estate investor and syndicator Whitney Sewell of Life Bridge Capital. Continue reading →

Podcast: Everything You Need To Know About Self-Directed Retirement Investing

Posted on September 17, 2018 by ReSure Financial

Get answers to the most common questions – and learn advanced strategies – related to Self-Directed IRA, Checkbook IRA, Self-Directed Solo 401k, and Checkbook 401k. Bernard Reisz CPA was interviewed by John Casmon of Casmon Capital for the Target Market Insights podcast to answer frequently asked questions about the use of tax-sheltered retirement accounts for real estate investing. Continue reading →

Solo 401k Podcast: How It Integrates With Your Total Tax Strategy

Posted on July 23, 2018 by ReSure Financial

Great Solo 401k Checkbook podcast discussion with Mark Jensen, leader of the Mark Jensen Commercial Real Estate Team, in which we challenged standard tax and financial assumptions. If you’re in real estate sales, mortgage brokering, or get real estate management/syndication revenue, this one’s for you: Continue reading →

Private Lending & Checkbook IRA/401K: How To Get Into Real Estate Podcast

Posted on June 29, 2018 by ReSure Financial

Just posted and already has hundreds of downloads! Listen at The Real Blue Spruce.

On this episode with Adam A. Adams, get answers to:

What is real estate private lending?
How can I earn passive income through private lending?
What are the risks of private lending?
What are some private lending strategies?
How to protect your private lending investment?
How can I invest in private lending TAX-FREE with a Checkbook IRA/401K?
How can I leverage my IRA/401k to get into real estate investing?
How can I leverage private lending to learn how to invest in real estate?

Tax Podcast: Structuring Your Real Estate & Crypto Investments

Posted on March 16, 2018 by ReSure Financial

In this episode of REAL ESTATE RADIO LIVE WITH JOE CUCCHIARA, we discuss different types of real estate investments – buy-and-hold real estate, real estate wholesaling, real estate flipping, real estate private lending, real estate tax liens & deeds – their respective tax treatment, and the importance of using the optimal tax entity to achieve the greatest tax savings for each. Cryptocurrency taxation and crypto tax strategy are also covered. Continue reading →

Crypto IRA and Crypto 401k Overview: Tax Free Bitcoin Interview

Posted on January 29, 2018 by ReSure Financial

In this live radio broadcast, we discussed the fundamentals of Cryptocurrency taxation and tax-free Cryptocurrency retirement account investing. If you’d like to invest tax efficiently in Bitcoin (BTC), Initial Coin Offerings (ICOs), Bitcoin mining, and any other Blockchain venture, this podcast will give you the basics for doing so with Checkbook SDIRA and Solo 401K Plans.

The IRS published guidance regarding the tax treatment of virtual currencies in IRS Notice 2014-21. Cryptocurrency transactions, even when no “fiat” is received, are taxable events. For example, if a crypto investor trades Bitcoin for Ethereum, he may owe taxes on that trade – but the transaction will not have provided any US Dollars with which to pay the tax liability (the IRS does not yet accept crypto payment of taxes).

Crypto-mining has particularly unfavorable tax treatments as ordinary income. Self-directed retirement accounts, when properly structured, can be used to significantly improve the tax results of mining operations.

Best Ever Real Estate Show: Checkbook Self-Directed IRAs and Solo 401(k)s

Posted on January 1, 2018 by ReSure Financial

For comprehensive info about Checkbook Control Retirement Accounts, including SDIRA & Solo 401k, listen to Best Ever Real Estate Podcast: Using IRA’s & 401k’s To Invest In Real Estate with Bernard Reisz, hosted by Joe Fairless and the Best Ever Team. Continue reading →

Category: Checkbook Control Podcast