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BE A PLANNER™

TAX OPTIMIZED REAL ESTATE INVESTING FOR EARLY RETIREMENT

  • THE SHOW
  • THE MATH
  • ABOUT
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EPISODE 20240121HOU[Replay of Jan 14, 2024]

EPISODE 20240121HOU
[Replay of Jan 14, 2024]

Tags: only ssa to fund retirement, self-directed 401 trust, soft landing-maybe not says Jamie Dimon

EPISODE 20240114HOU[Original Broadcast]

EPISODE 20240114HOU
[Original Broadcast]

Tags: only ssa to fund retirement, self-directed 401 trust, soft landing-maybe not says Jamie Dimon

EPISODE 20240112HOU[Original Broadcast]

EPISODE 20240112HOU
[Original Broadcast]

Tags: class b mfr top performers, office vacancy rate sets record, self-directed 401 trust, top 10 mfr markets rental growth

EPISODE 20231224HOU[Original Broadcast]

EPISODE 20231224HOU
[Original Broadcast]

Tags: self-directed 401 trust, sfr (portfolio) vs mfr

EPISODE 20231222HOU[Original Broadcast]

EPISODE 20231222HOU
[Original Broadcast]

Tags: most active metros for new multifamily inventory, new multifamily challenges, self-directed 401 trust

February 26, 2023SYNDICATION MATH

February 26, 2023
SYNDICATION MATH

Tags: a tax-optimized roth conversion, self-directed 401 trust, side gig, syndication math

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Let’s get started on your early retirement.

"But getting by don't mean your living..."
Neil Diamond | "Nothing But a Heartache" (at 1:09)


The illustration shown below is for educational purposes only, and should not be relied on for tax, legal or accounting advice. Consult your own tax, legal and accounting advisors before engaging in any transaction.

Example 1: $350,000 401K, 20% IRR, 5 Yr Compound





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