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Investing In Real Estate Podcast

If you’ve got retirement funds in a 401k, what is the most efficient way to roll those funds into a self-directed account and purchase real estate? That’s our first question on today’s edition of Q&A Monday!

On today’s show, I’m answering three listener questions about taking money out of your 401k, making your voice heard on policies in your rental markets, and exactly what property management companies take care of. Click play to hear my answers to your questions!

On this episode you’ll learn:

  • How to access funds in your 401k to purchase rental properties.
  • The best ways to speak out on proposed bills that could affect your investments.
  • What tasks and expenses a property management company takes care of.

How to Access Funds in Your 401k to Purchase Rental Properties

If you’re interested in using funds from your 401k to buy real estate, there are a few ways you can go about it. While I’m not a financial advisor, I definitely know what I would do in this scenario. Right now, individuals can take advantage of the CARES Act and spread out the tax penalty over a series of five years. If it were my account, I would book a call with our team and ask for assistance on rolling those funds over to a self-directed IRA.

The Best Ways to Speak Out on Proposed Bills That Could Affect Your Investments

There are several things you can do to make your voice heard in your rental markets. First, it’s always wise to reach out to your elected officials. You can write letters, send emails, and speak out at local events. You can also consider getting involved at the grassroots level or starting a nonprofit.

What Tasks and Expenses a Property Management Company Takes Care Of

Your property management company is first and foremost responsible for getting the right tenant in your rental property. In terms of maintenance, it’s your responsibility as the owner to front the bill. However, your property manager will likely facilitate repairs and get boots on the ground. I recommend having an agreement with your property manager that allows them to fix anything that costs less than $200.

Ask Me a Question at morrisinvest.com/clayton

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DISCLAIMER: I am not a financial adviser. I only express my opinion based on my experience. Your experience may be different. These videos are for educational and inspirational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. There is no guarantee of gains or losses on investments.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. We recommend them because they are helpful and useful, not because of the small commissions we make if you decide to​ use their services. Please do not spend any money on these products unless you feel you need them or that they will help you achieve your goals.

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Posted on

November 2, 2020

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