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SDIRA 101 For Investors
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SDIRA 101 For Investors
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In this episode of the On The Rise Podcast, host Jeremy Dyer sits down with Kelsey Dineen, Director at Equity Trust Company, to walk through one of the most powerful and least understood tools available to real estate investors — the self-directed IRA. Kelsey unpacks exactly how investors can move old 401k and IRA dollars out of Wall Street and into passive real estate investments like those offered through Rise48 Equity, without triggering taxes or penalties. She covers the IRS rules that allow it, the common mistakes that destroy the tax shelter, how the process works step by step, and answers the most frequently asked questions investors have when they first discover this strategy. A practical, information-dense episode for any investor who has money sitting in a retirement account and wants to put it to work in real estate.