#492: Strategic IRA Moves: Chris Lopez Shares Why He's Shifting $276k from Stocks to Real Estate

Denver Investment Real Estate

Ever wondered what strategic ways an IRA could contribute to your real estate investments? In this episode, Chris Lopez hosted a webinar diving into advanced IRA strategies with a keen focus on real estate investments, answering questions such as why he’s rolling over his $276k IRA from stocks to real estate or how to go about making a Roth IRA conversion. With $276k in a traditional IRA, invested according to Warren Buffett’s principles, Chris compared the projected returns of traditional stock investments to diverse real estate options within an IRA. This session wasn’t just a theoretical exploration but a practical guide on transforming your Roth IRA into a self-directed IRA. Discover the intricacies of the cutting-edge strategy Chris discussed, offering practical steps to save millions in taxes. Explore the insights from the session, where Chris presented detailed models, discussed advanced Roth conversion strategies, and shed light on the potential benefits of investing in illiquid real estate funds. The overarching theme? A comprehensive guide to optimizing IRA investments with real estate involvement, coupled with practical steps and tax-saving strategies to shape a robust financial future.

https://youtu.be/o6FzxsjLRMI

00:14 – Introduction to Advanced Roth Strategies
02:06 – Chris Lopez’s Background and Investment Philosophy
03:01 – Comparing Stocks vs. Real Estate in an IRA
05:10 – Stock Investing Principles and the Buffett Strategy
07:17 – Real Estate vs. Stock Market Investment Debate
13:11 – The Decision to Shift from Stocks to Real Estate
19:01 – Exploring Self-Directed IRA Real Estate Investment Options
23:59 – Lending as an Alternative Real Estate Investment Strategy
26:09 – Passive Real Estate Investing Through Funds
30:11 – Considering a Roth IRA Conversion for Tax Savings
32:08 – The Mechanics of a Roth Conversion with Real Estate
34:00 – The Impact of Fair Market Value on Roth Conversions
36:14 – Detailed Comparison of Traditional vs. Roth IRA in Real Estate
38:44 – Final Thoughts and Personal Investment Plan Revealed

Links from the Podcast:

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