Retirement Accounts & Wealth Building
Holding notes in self-directed IRAs and using cash flow to build long-term wealth.
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01
10 Principles of Financial Independence
Ten time-tested habits for building lasting financial independence, from saving consistently to avoiding get-rich-quick schemes.
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02
Calculating Your Net Worth
How to add up your assets and debts honestly and conservatively to find your real net worth.
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03
Farmland: An Under-the-Radar Investment
Why farmland is a strong inflation hedge, its advantages over other real estate, the trade-offs, and the ways to own it.
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04
How We Got a Free House
A first-hand story of trading a co-op share for a foreclosed manufactured home, and the surprises along the way.
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05
Investing in Foreclosures with Lisa Phillips
An investor on buying REO foreclosures, investing remotely, avoiding money-pit houses and screening property managers and tenants.
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06
Neither a Lender nor a Borrower Be: Private Money Lending Out of Your IRA
How a self-directed IRA can make hard money loans, why short-term private money can cost borrowers less, and how to avoid usury.
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07
Notes and IRAs
Six videos on notes, IRAs and wraparound financing, from a live session to worked wrap examples.
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08
Notes: Perfect for Your Retirement Account
An IRA custodian explains how to hold notes in a retirement account and how SIMPLE and SEP plans can cut your taxable income.
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09
Paper vs. Real Estate: No Contest
Why owning notes can beat being a landlord: safer collateral, fixed payments, leverage and IRA tax advantages.
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10
Self-Directed IRA Questions and Answers
Real investor questions on Roth contributions, conversions, gold, UBIT, flipping and inherited IRAs, answered by an IRA specialist.
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11
The Truth About Self-Directed IRAs and Other Accounts
Ten common myths about self-directed IRAs and other accounts, and what the rules actually allow.
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12
Top Ten Mistakes I See People Make with Their Self-Directed IRAs
The ten most common self-directed IRA mistakes, from prohibited transactions to wrong titling, and how to avoid each one.
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13
Top Ten Things You Need to Know When Investing in Real Estate Notes with Your IRA
Ten practical rules for lending your IRA money on real estate, from title insurance to collecting interest monthly.
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