Self-Directed Roth IRA: The Rules + How To Grow It Tax-Free (ft. Amanda Holbrook)
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Self-Directed Roth IRA: The Rules + How To Grow It Tax-Free (ft. Amanda Holbrook)
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Self-directed accounts let you take control of retirement money and invest beyond the stock market—if you follow the rules. In episode 1 of this 3-part series, I'm joined by Amanda Holbrook from Specialized Trust Services to break down the self-directed Roth IRA: how it works, who it's for, common myths, and the compliance mistakes that can get you in trouble.
We also get into real strategies: the backdoor Roth, using Roth contributions as a safety net, starting Roth IRAs for kids (legitimately), what "self-dealing" actually means in real estate, and how people partner accounts the right way without commingling.
Next week we'll cover specialty accounts (Coverdell ESAs, HSAs, and more). Then we'll hit small business retirement plans (SEP IRAs and other owner plans) and how to load more cash into tax-advantaged accounts.
Connect with Amanda / Specialized Trust Services
Website: SpecializedTrustCompany.com
Email: aholbrook@irasi.com
#LegacyPodcast #RothIRA #SelfDirectedIRA #RealEstateInvesting #TaxStrategy
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