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191. Everything About Retirement, IRA and Real Estate with John Bowens

The Wake Up Call

Release Date: 02/01/2023

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More Episodes

Investing in real estate is one of the most significant assets anyone could have. But other than that, a retirement plan is also crucial for you to really enjoy the fruits of your hard work and success. Investing in your retirement can give you many benefits, from purchasing properties to medical care and many more!

 

In this episode, John Bowens, Equity University’s Director of Education at Equity Trust Company, has extensive knowledge of the self-directed IRA/401(k) process and will share his expertise with us. He discusses the three critical steps to optimizing your retirement accounts and how you can buy real estate properties using your IRA.

 

He also took the time to remind you not to raid your retirement plan! Tune in now and know why.

 

Key Takeaways

  • John’s Real Estate Background
  • Public market’s limited investment opportunities
  • The Modern Portfolio Theory
  • The EARN Act legislation
  • Three steps of optimizing your IRA for custodian 
  • What you need to know about IRA
  • Why you should not raid your retirement plan
  • Buying a Real Estate property with IRA
  • Equity Trust - www.trustetc.com

 

► Resources

How can I help you? 

Book a 1 on 1 strategy session here:  https://shorturl.at/0Vntd

Group coaching with me, Peter Conti, and the Real Estate 101 team: https://shorturl.at/iDEcS

Opt in to my newsletter here https://shorturl.at/kxMO8

My social media accounts https://linktr.ee/pauldavidthompson

Check out my blog here:https://pauldavidthompson.com/blog/

Build your real estate portfolio hassle free with me and SHARE. Book a call with us here. https://calendly.com/sfrteam/pdt-share?month=2024-04

Free guide 'Making Offers Sellers Can't Resist': https://bit.ly/offerguide

 

About The Guest

John Bowens, who is the Director of Education at Equity University, knows a lot about how the self-directed IRA/401(k) process works. John was personally taught how to invest in a self-directed IRA by Equity Trust's founder, Dick Desich. As a result, John has made a compelling educational program that goes into great detail about the technical parts of investing in a self-directed IRA. John incorporates real-world case studies and current market-focused applications and excites, energizes, and engages audiences.

 

Specialties: Assisting individual investors to purchase real estate and various other alternative assets with a self-directed IRA, 401(k), or another retirement account. These assets include, but are not limited to, rental properties, apartment complexes, commercial real estate, private equity funds, privately held LLCs, C-Corporations, tax liens, oil and gas partnerships, raw land, and a lot more.

 

Join the Community

I'd love to hear your comments and questions about this episode. 

 

Here are some great ways to stay in touch or get involved in the My Freedom Foundry community!

 

FREE Facebook Group - My Freedom Foundry - Free Yourself With Real Estate Investing | www.facebook.com/groups/myfreedomfoundry

 

Freebies and Resources 

To Assist You in Growing Your Business | www.pauldavidthompson.com/work-with-me

 

Grab your copy of my best-selling book: ESCAPE: Money Mindset to Freedom with Stocks, Real Estate, and Starting Your Own Business is available at Amazon: www.amazon.com/ESCAPE-Mindset-Freedom-Starting-Business/dp/194987365X.

 

 

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