Unlock Massive Tax Savings with Advanced IRA Strategies for Real Estate Investors
Advanced IRA Strategies for Real Estate Investing: Thought Leadership Series with Steve Medina
Did you know you can use retirement assets to invest in real estate funds? Steve Medina joins us to talk about the different options and how they compare. Find out which one led to unparalleled tax savings that gave him more money to invest!

There’s a lot of interest in real estate investing as a long-term vehicle for wealth, but did you know that you can use your retirement assets like an IRA to invest?  Like a lot of people, Steve Medina was starting to feel worn down from his corporate job. So, he began investing in real estate as a way to pad his savings.  First, he started off Nomading, which led to long-term rentals and eventually getting his realtor license.  As his returns started to flatten, though, he knew he wanted to diversify.  He began looking into passive investing options and was excited by the returns that syndications offer without the hands-on work needed to actively manage properties. 

After listening to Lon Welsh’s webinar on tax savings through self-directed 401ks and IRAs, Steve did some research on how to apply these methods to his own investments.  He showed us how to compare the different options—IRA, Cash, Roth, and Roth IRA—and which one allowed him to achieve unparalleled savings. Find out how you can unlock these savings and have more money to invest!

Watch the Webinar

In This Webinar We Covered:

  • How to use self-directed 401Ks and IRAs to your advantage by unlocking huge tax savings.
  • Four ways to fund passive real estate investments: IRA vs Cash vs Roth vs IRA distribution. Plus, how to find the best method for you.
  • What it means to convert an IRA to a Roth “midstream”, and why this is such a game changer for investors.
  • How a one-time only tax bill can save you thousands. Bonus: it’ll give you more money to invest in the years to come.
  • The costly error Steve almost made with his IRA conversion—and how to avoid it.
  • Why you can’t use a 1031 exchange to invest in a fund, but the reason paying capital gains might be a better option anyway.
  • The benefits of passive investing vs active real estate ownership.

Resources:

Start Investing with Ironton Capital

Ready to learn more about these methods and invest with Ironton Capital? Reach out to Nick Elder ([email protected]) or Zach Garfias ([email protected]) today.

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Authors
Chris Lopez
Chris Lopez is a Denver area real estate entrepreneur and investor, as well as the host of Bigger Pockets’ House Hackerz and the Denver Real Estate Investing Podcast.
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