WS15: How to Invest Your IRA Funds in Real Estate to Save Taxes and Maximize Returns with Scott Maurer

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Summary:

In this episode, Whitney interviews Scott Maurer, Director of Business Development at Advanta IRA. Scott shares WHY investing your IRA funds in real estate is a great alternative to stocks and mutual funds – and provides step by step instructions on HOW to invest your money. What are some common mistakes that investors make while investing their IRA funds? We discuss the importance of conducting due diligence and following a systemic process for maximizing returns and protecting your investments. Tune in now for some great nuggets!

Time Stamped Show Notes:

  • 00:34 –  Whitney introduces Scott to listeners
  • 01:06 –   Scott shares his background and explains how he transitioned into the real estate space
  • 02:26 –   Are stocks and mutual funds the only investment avenues for your 401(k) funds?
  • 03:28 –   What is the benefit of investing in real estate from your IRA?
  • 05:02 –   What is the best way to find folks who are interested in investing their IRA funds in real estate?
  • 06:25 –   What is the total quantum of funds held with the IRA? And, what percentage of these funds are invested in real estate?
  • 07:10 –   How to educate individuals about the benefits of investing their IRA funds in real estate
  • 09:03 –   What are some common questions that investors ask real estate syndicators before investing their IRA fund?
  • 11:16 –   Should you seek the advice from your CPA before investing your IRA funds in real estate?
  • 12:14 –   What are some common mistakes that folks make when investing their IRA funds?
  • 13:47  – Due diligence before investing your IRA funds is important
  • 15:05 –   Scott provides step by step instruction for investing your IRA funds in real estate syndication
  • 17:37 –   Tools that can help you get in touch with real estate investors
  • 21:07 –   Scott shares his contact information
  • [spp-timestamp time=”22:00″] –   A special thanks to our sponsor, Life Bridge Capital

In this episode, you will learn:

  1. Why investing your IRA funds in real estate is a good alternative to investing in stocks and mutual funds
  2. How to find folks interested in investing their IRA funds in real estate
  3. Step by step instructions for investing your IRA funds in real estate syndication

Resources

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