Self-Directed IRA and Solo 401(k): How to Invest in a Private Fund With Tax-Advantaged Capital | The AAA Storage Podcast #46
Disclaimer: This episode is provided for informational and educational purposes only. It is not investment, legal, tax, or accounting advice, and it is not an offer to sell or a solicitation to buy any security. Consult your own CPA, tax advisor, and legal counsel before making any decision about a retirement account or an investment. Past performance is not indicative of future results, and all investments carry risk, including the loss of principal.
In this episode, Paul Bennett explains how self-directed IRAs and Solo 401(k)s actually work, why leveraged real estate inside a self-directed IRA can trigger Unrelated Business Income Tax, and the loophole that lets qualifying investors avoid that tax altogether, even on assets they’ve already invested.
Ready to talk about your investment strategy? Reach out at https://www.aaastorageinvestments.com/contact
New episodes every two weeks. Subscribe on Apple Podcasts, Spotify, or wherever you listen to podcasts, and send this to an investor in your network who needs to hear it.
Follow and Connect with Us
• LinkedIn: https://www.linkedin.com/company/aaa-storage-investments/
• Instagram: https://www.instagram.com/aaastorageinvestments/
• X: https://x.com/investments_aaa
• Facebook: https://www.facebook.com/people/AAA-Storage-Investments-LLC/61575027573292/
Download our free guides to take your investing to the next level:
10 Due Diligence Questions to Vet Any Real Estate Sponsor: https://www.aaastorageinvestments.com/info/10-due-diligence-questions-to-vet-any-real-estate-sponsor
First-Time Real Estate Syndication Investor Checklist: https://www.aaastorageinvestments.com/info/first-time-real-estate-syndication-investor-checklist
Chapters
[00:00] Introduction: why self-directed accounts matter for private real estate investors
[01:51] What a self-directed IRA and Solo 401(k) actually are
[06:40] How money moves between accounts and the mistake that triggers taxes
[09:49] Why your custodian isn’t your investment advisor
[14:12] The tax bill most investors don’t see coming: Unrelated Business Income Tax
[16:46] The loophole: why a solo 401(k) changes the math
[21:16] Who this strategy is for
[26:27] Closing thoughts and what’s coming next episode
In this episode, Paul Bennett explains how self-directed IRAs and Solo 401(k)s actually work, why leveraged real estate inside a self-directed IRA can trigger Unrelated Business Income Tax, and the loophole that lets qualifying investors avoid that tax altogether, even on assets they’ve already invested.
Ready to talk about your investment strategy? Reach out at https://www.aaastorageinvestments.com/contact
New episodes every two weeks. Subscribe on Apple Podcasts, Spotify, or wherever you listen to podcasts, and send this to an investor in your network who needs to hear it.
Follow and Connect with Us
• LinkedIn: https://www.linkedin.com/company/aaa-storage-investments/
• Instagram: https://www.instagram.com/aaastorageinvestments/
• X: https://x.com/investments_aaa
• Facebook: https://www.facebook.com/people/AAA-Storage-Investments-LLC/61575027573292/
Download our free guides to take your investing to the next level:
10 Due Diligence Questions to Vet Any Real Estate Sponsor: https://www.aaastorageinvestments.com/info/10-due-diligence-questions-to-vet-any-real-estate-sponsor
First-Time Real Estate Syndication Investor Checklist: https://www.aaastorageinvestments.com/info/first-time-real-estate-syndication-investor-checklist
Chapters
[00:00] Introduction: why self-directed accounts matter for private real estate investors
[01:51] What a self-directed IRA and Solo 401(k) actually are
[06:40] How money moves between accounts and the mistake that triggers taxes
[09:49] Why your custodian isn’t your investment advisor
[14:12] The tax bill most investors don’t see coming: Unrelated Business Income Tax
[16:46] The loophole: why a solo 401(k) changes the math
[21:16] Who this strategy is for
[26:27] Closing thoughts and what’s coming next episode
Creators and Guests
