What Your CPA ISN'T Telling You, Real Estate, IRAs and Family Legacy
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What Your CPA ISN'T Telling You, Real Estate, IRAs and Family Legacy
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How do you decide between buying property with cash or through your IRA? And more importantly—how do you turn those investments into a lasting family legacy?
In this episode of The Preferred Way, Carrie Cook sits down with CPA Larry Pendleton to reveal powerful tax strategies, pitfalls to avoid when investing through an IRA, and practical steps to protect your family’s financial future. From cost segregation and short-term rental loopholes to setting up living trusts, this conversation is a must-watch for anyone serious about generational wealth.
What You’ll Learn:
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When to buy property with cash vs. your IRA
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How cost segregation can unlock major tax savings
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Common IRA real estate mistakes (and how to avoid them)
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Building a legacy that truly benefits your family
Open an account today at PreferredTrustCompany.com
or Schedule a free consultation to learn how to diversify your retirement portfolio with alternative investments.
Don’t forget to like, comment, and follow for more insights from the Preferred Trust team!