Sep 26, 2021

Title: Mind Blowing Self-Directed IRA Investment with Josh Plave

Josh is a multifamily syndicator who specializes in helping investors use their retirement funds to passively invest. Through his company Wall to Main, Josh provides all the tips and tricks needed to invest quickly, safely, and inexpensively with an existing retirement account.

Let’s tune in to his story!

[00:01 - 03:05] Opening Segment

• Get to know my guest Josh Plave
• Mind Blowing investments using retirement funds
• Diversifying out of the stock market
• • Figuring out what to put your money
  • Stable and controllable

[03:06 - 13:12] Starting Up

• What kind of funds?
• • In-Service rollover
• Custodians are a must 
• 2 Different Approaches
• • Custodian Process
  • Checkbook control
  • • LLC
• Cost Comparison
• • Checkbook: costs more
  • Custodian: workable

[13:13 - 29:28] Some general tips on investing through IRA

• What to look for a custodian
• • It is a tricky game
  • Josh’s personal take on custodians and checkbook
  • There are cheap options!

• Some investment rules to live by
• • Disqualified people

• You can invest with them.
• If you use investment account, they are not disqualified

• General investor considerations
• • Self-Directed IRA 
  • • You are the employer and employee
    • Taxations
  • Solo 401K
  • • Some possible tax exemptions
    • This is for the self-employed people
    • • Roth Solo-401K

[29:29 - 32:25] Closing Segment

• Josh’s most influential book throughout the years
• Final words
• Connect with my guest, Josh in the links below

Resource Mentioned:

• Blue Ocean Strategy

Tweetable Quotes

“I found out that the larger ones [custodians] who focus more dollars on marketing, on Google SEO, and making sure they are on top of the results, the less they have on customer service once they have an established account.” - Josh Plave

“Obviously, it is not great to pay those [investment costs] but then I think it’s the offsetting that allows you to minimize the tax burden.” - Josh Plave

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Reach John through: Facebook, Instagram, and LinkedIn

Check out his website: Wall to Main

WANT TO LEARN MORE?

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Or send me an email sujata@luxe-cap.com 

Visit my website www.luxe-cap.com or my Youtube channel

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