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What is Congress Doing to Our Retirement Accounts?
Manage episode 308085528 series 2926608
コンテンツは Rich and Kathy Fettke and Kathy Fettke / RealWealth によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Rich and Kathy Fettke and Kathy Fettke / RealWealth またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Congress is tinkering with the rules for IRA accounts. It’s part of a crackdown on individuals with millions in their retirement accounts, tax free. According to the Senate Finance Committee, the number of mega IRAs has grown substantially in the last decade. In 2011, there were about 8,000 taxpayers with $5 million or more in their accounts. In 2019, the data shows more than 28,000 taxpayers had that much in their accounts, and another 500 taxpayers with much more than that. (1) The legislation has set off alarm bells among investors who use self-directed IRAs to buy real estate.
In this episode, Kaaren Hall joins me to talk about the proposed legislation and the changes that lawmakers are likely to adopt. She is the founder and CEO of UDirect IRA Services which provides self-directed account management. She started the company in the midst of the Great Recession after the stock market crashed. She's been helping people move their retirement funds into self-directed IRAs since then, so they can invest in things like real estate, land, startups, and more. Before that, she spent 20 years in mortgage banking, real estate, and property management.
If you’d like to learn more about self-directed IRAs and real estate investing, you’ll find articles on our website at realwealthshow.com. While you are there, please sign up. It’s free and will give you access to our Investor Portal where you can view sample properties and connect with our network of resources, including experienced investment counselors, property teams, lenders, 1031 exchange facilitators, attorneys, CPAs and more.
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