But while the idea of using an SDIRA to invest in real estate sounds attractive, the reality is more complex—and, for most people, it’s far riskier than it appears. In this episode, we’ll dive into why this strategy might be more trouble than it’s worth, and how it introduces unnecessary risks and challenges for those looking to build long-term wealth.
WHAT YOU’LL LEARN:
- What actually makes a self-directed IRA different from a traditional IRA or 401(k).
- Why real estate inside an SDIRA requires significantly more capital than most investors realize.
- How non-recourse loans increase down payment requirements and reduce flexibility.
- The liquidity risks of holding a single property inside a retirement account.
- Why personal funds cannot be used to cover repairs, vacancies, or shortfalls.
- How concentration risk can quietly derail an otherwise solid financial plan.
- Why “more control” doesn’t always mean better outcomes.
- When simplicity in retirement planning often leads to stronger long-term results.
Tags:
MedSpa, retirement planning, self-directed IRA, SDIRA, real estate investing, Roth IRA, solo 401(k), non-recourse loans, investment risk, wealth strategy
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