SDIRA Investing: The Ultimate Self-Directed IRA Episode

by | Oct 31, 2022 | Self Directed IRA | 29 comments

SDIRA Investing: The Ultimate Self-Directed IRA Episode




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This episode we are deep diving the self-directed IRA. It’s one of the most powerful wealth building tools available to everyone to build passive income. Clayton and Natali Morris are joined by one of our expert team members to answer your questions about the Self Directed strategy. The checkbook Roth ira lets your buy turnkey real estate that grows tax free. It’s is a game changer.

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DISCLAIMER: I am not a financial adviser. I only express my opinion based on my experience. Your experience may be different. These videos are for educational and inspirational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. There is no guarantee of gains or losses on investments.

See also  The Basics of "Infinite Banking" (Seminar @ Private Real Estate Club)

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29 Comments

  1. Rachel

    This is exactly what I need!

  2. Guns N' Tokens

    How do I roll over a 401k to a self-directed Roth IRA without paying any taxes?

  3. Last Boomer

    I have a question. If I buy a house via my Roth IRA. Can I rent the house to myself and I pay the rent to the self-directed IRA.

  4. Back In Service

    What happens to your assets inside your SDIRA when your 59 and start to cash out?

  5. Heath Bailey

    Hi and thank you so much for your content. I have enjoyed many of your videos. The question that I have involves partnering on real estate with someone who is using a self-directed IRA to invest in properties. If I am buying a property with a partner and they are using funds from a self-directed IRA, but I am not is that going to add any complication to the transaction? Are there any pitfalls that we should watch for?

  6. NAH KNOW

    How do you Coach a Private Investigator into Them using a Self Directed IRA to Purchase You a House and Give Them Great Returns in the Process???

  7. jacobgabriel1

    where can I find information about using self-directed IRA to purchase an investment property in another country (Panama)?

  8. Jimmy Westra

    WHAT IF YOU DON'T HAVE AN IRA TO ROLL INTO THIS SDIRA BUT HAVE AN LLC AND 65.?

  9. Jeff Setzer

    What about rolling over funds to an SDIRA from an annuity?

  10. Mark Pelletier

    can you invest in a foreign CD with a self-directed IRA? if so does the interest need to stay in the IRA or can I use it for life expenses?

  11. Frankhtlll

    how are the fees compared to traditional iras when you go the self directed approach?

  12. Arielle Brown

    So you can only put $6k in there a year? I thought proceeds from your sale can go in there too? Can you please clarify?

  13. R BB

    she reminds me of Tweety Bird

  14. Sylvia Garcia

    I hear that your group helps us with many things like this self directed IRA as well as establishing an LLC. Does all this help have a cost? I know you said your company makes money by selling your properties, but what about all this help/advice we get before getting to purchase the property?

  15. Marie Casillas

    Omg! Thanks for saying explain it as if I was a 5 year old! It was getting a little complicated (for this 5 year old) great info!

  16. Angelo Lozano

    You guys mentioned that you would be posting a video on high-level strategies of incorporating your family. Is that video up?

  17. Andrew Llorente

    Thank you for explaining it. This discussion was valuable because it allowed me to consider the method, but I determined that this is not a strategy fit for me. What if you peg your IRA on the S&P500, which has an average annual return of 9.8%? Does the real estate strategy beat that?

  18. alicia frette

    Do I need custodian or trusty company?

  19. Common Cents Makes Dollars

    Can I owner finance a property if it is own in a self directed Roth IRA?
    Or can the Roth finance the house to some one and collect the profits to the Roth IRA?

  20. C Cook

    How are the Morris' contributing to a Self Directed Roth IRA with Adjusted Gross Income of $189-199K? I realize it was initially funded from a Traditional IRA and you paid the piper now vs later.

  21. Gary Thompson

    Hey Morris, very informative program.

  22. Jojo Gutterez

    Hello Morris would you be able to have Kaylee email me or give her my phone number that way I could talk to her about self Direct because I spoke with George today for our scheduled meeting over the phone and I was trying to explain to him what I wanted to do with a self Direct and he said I wouldn't be able to do it but on this video I'm watching this is exactly what I wanted to do I watch previous video of yours and was trying to explain to him today over the phone would appreciate it if you could have her call me or give her my email or if I could have her e-mail I think you

  23. Dave Frisby

    I have a 401A and a 403B that I never rolled over when I left the college that I worked. Can I roll these into a SDIRA?
    Or possibly into a self employed/directed 401K (as a small business owner)? And if I can, and wanted to make the new account a ROTH, what amount is taxed? The full amount rolled over? Thank you…..

  24. Reb MCMG

    so you cant use the ira to invest in real estate until 20 years later?

  25. Simon Martinez

    Natali is so smart man. She a boss

  26. Alfred vera

    Hello Clayton. Thanks for the incredible amount of information on each of your videos. I would like to know what would be a good place or a good broker to start a self directed IRA? Can you give us some insight on that? Thank you.

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