Join host Steven Arita as he explores the world of self-directed IRAs (SDIRAs) with Collin Taylor, an IRA specialist at Quest Trust Company. Learn about SDIRAs, who can use them, and how they can help tech professionals build wealth through alternative assets like real estate, private lending, and more. Discover funding options, investment strategies, and the tax advantages of SDIRAs. Whether you're a seasoned investor or just getting started, this episode offers valuable insights into maximizing your retirement future.
Reach out to Collin:
LinkedIn: https://www.linkedin.com/in/collin-taylor-7b2176176/
Email: collintaylor@questtrust.com
Web: https://www.questtrustcompany.com/
Episode Highlights:
(1:05) Who is Collin Taylor?
(2:12) Understanding SDIRAs and their unique asset selection
(8:37) Learn how to fund your SDIRA through contributions, transfers, or rollovers from existing retirement accounts
(14:11) Discover contribution limits and explore investment strategies
(20:40) Understand IRS restrictions on SDIRA investments
(26:16) Learn about the benefits of SDIRAs
(41:16) Mega backdoor Roth contributions for self-employed individuals
(42:53) Process for implementing backdoor Roth strategy
(50:07) Addressing misconceptions about self-directed IRAs
(56:08) Outro
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Share this with your tech friends who you think will benefit from this podcast. Please also rate and subscribe so this podcast can reach more audiences.
For more resources and guides, check these out:
If you want to learn more, reach out at:
Email: steven@aritacapital.com
LinkedIn: https://www.linkedin.com/in/aritasteven/
Join host Steven Arita as he explores the world of self-directed IRAs (SDIRAs) with Collin Taylor, an IRA specialist at Quest Trust Company. Learn about SDIRAs, who can use them, and how they can help tech professionals build wealth through alternative assets like real estate, private lending, and more. Discover funding options, investment strategies, and the tax advantages of SDIRAs. Whether you're a seasoned investor or just getting started, this episode offers valuable insights into maximizing your retirement future.
Reach out to Collin:
LinkedIn: https://www.linkedin.com/in/collin-taylor-7b2176176/
Email: collintaylor@questtrust.com
Web: https://www.questtrustcompany.com/
Episode Highlights:
(1:05) Who is Collin Taylor?
(2:12) Understanding SDIRAs and their unique asset selection
(8:37) Learn how to fund your SDIRA through contributions, transfers, or rollovers from existing retirement accounts
(14:11) Discover contribution limits and explore investment strategies
(20:40) Understand IRS restrictions on SDIRA investments
(26:16) Learn about the benefits of SDIRAs
(41:16) Mega backdoor Roth contributions for self-employed individuals
(42:53) Process for implementing backdoor Roth strategy
(50:07) Addressing misconceptions about self-directed IRAs
(56:08) Outro
—
Share this with your tech friends who you think will benefit from this podcast. Please also rate and subscribe so this podcast can reach more audiences.
For more resources and guides, check these out:
If you want to learn more, reach out at:
Email: steven@aritacapital.com
LinkedIn: https://www.linkedin.com/in/aritasteven/