28
Sept. 14, 2021
Episode 28 Summary — John Bowens, Equity Trust In this episode, John Bowens, Director of Education at Equity Trust, breaks down the powerful, underutilized strategy of using self-directed IRAs and Roth Solo 401(k)s to build tax-free wealth through real estate. With over 15 years of experience and 60,000+ investors educated, John explains how investors—even with modest IRA balances—can buy, flip, or rent properties without triggering taxes or penalties. He shares a standout joint venture case study that turned $24K into $60K inside a Roth IRA, clarifies rules around non-recourse loans and prohibited transactions, and outlines how agents can convert commission income into long-term retirement gains. John and Tracy also discuss how digital tools make property management inside an IRA surprisingly simple. The episode is packed with high-value strategies for agents, investors, and anyone looking to maximize returns while avoiding probate and capital gains tax.
