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Self-directed IRA
12
MENTIONS
7
EPISODES
7
PODCASTS
Search complete. 12 mentions across 7 episodes found for "Self-directed IRA".
Oct 16, 2026
Tait DuryeaHOST
All right, Tate, I'm gonna throw this one to you.
Tait DuryeaHOST
"Explain in simple terms how to decide what funds we use on an investment, cash, SDIRA, Roth, et cetera."
Ryan GibsonHOST
Oh, good one.
Ryan GibsonHOST
Okay, so, and, and Adam, maybe you can back me up on this, but when I'm thinking about what to do with cash, I want my cash to be in extremely tax advantaged investments.
Ryan GibsonHOST
So on $100,000, you're gonna be able to take an $80,000 write-off.
Ryan GibsonHOST
It's active against your airline income.
Ryan GibsonHOST
What happens if you take your Roth SDIRA and you invest in an oil and gas deal? Nothing.
Ryan GibsonHOST
I mean, nothing bad, but that tax benefit is gonna be locked up.
Dan WilsonHOST
You can't do it inside of a normal IRA.
Dan WilsonHOST
It has to be in what's called a self-directed IRA or with an SDIRA custodian.
Dan WilsonHOST
Those are the ones that can hold real estate and hold notes.
Dan WilsonHOST
An IRA or an old 401k from your job that you've left, you can move that over into a self-directed custodian, and there's no taxes or penalties on that move.
Scott CarsonHOST
So ladies and gentlemen, you heard it here.
Scott CarsonHOST
Travis did a great job.
Scott CarsonHOST
Reach out to them, Safeguard Advisors, WCNSDIRA.com to get a call booked with them.
Scott CarsonHOST
So go out, take some action, everybody, and we'll see you at the top.
Scott CarsonHOST
Bye,
Steven AritaHOST
Yeah.
Steven AritaHOST
Before we hit record, you were telling me a little bit about how you were investing with, I think it was out of a 401k you rolled over to a self-directed IRA, SDIRA.
Steven AritaHOST
Right.
Steven AritaHOST
You started out doing a bunch of passive investing as well.
Seth WilliamsHOST
You're listening to the REtipster podcast.
Seth WilliamsHOST
Today, I'm talking with Matt Love from SDIRA Wealth.
Seth WilliamsHOST
That's S-D-I-R-A Wealth.
Seth WilliamsHOST
So most of the people who listen to this podcast are entrepreneurs and real estate investors.
Matt LoveGUEST
So that's what I love to help investors figure out.
Seth WilliamsHOST
So before we go much further, we gotta talk about the name of this company.
Seth WilliamsHOST
Uh, SDIRA Wealth, I think is how you pronounce it, is S-D-I-R-A.
Seth WilliamsHOST
So, like, where did that name come from?
Harley GreenGUEST
We're really happy using Rocket Dollar right now.
Harley GreenGUEST
They've just created a trust, and then we have basically a separate bank account that our SDIRA is able to use to wire funds.
Harley GreenGUEST
So then we can use that to wire directly to the title company when it's time to close.
Harley GreenGUEST
Um, people doing it themselves, you know, it's quite a bit of work.
Harley GreenGUEST
Um, but it's great.
Harley GreenGUEST
Like you mentioned, the tax advantage account of a self-directed IRA is perfect for private lending versus, like, direct real estate ownership.
Harley GreenGUEST
You've got all kinds of tax benefits that when you own it in a SDIRA, you're not able to realize those fully versus owning, like, dir- outside of an SDIRA.
Harley GreenGUEST
And I get it.
Harley GreenGUEST
just really simple.
Harley GreenGUEST
And so we've actually kind of transitioned and we've put a lot more of our personal capital into the lending that's just outside of the SDIRA.
Harley GreenGUEST
And we've also brought in investors.
Harley GreenGUEST
And so now other people that have self-directed IRAs or they've got capital that's sitting in the markets, they're tired of the ups and downs, they can lend with us and they don't have to chase down deals.