Creative Capital Podcast 33: Retirement Account Investing with Clay Malcolm

Jan 8, 2021

You’ve probably heard a lot about IRA but what is it really about and how is it a great investment plan for retirement? If you are a newbie or still looking for options and different strategies about investing and if saving up for retirement interests you, definitely listen to this show!

Today with us is Clay Malcolm of Advanta IRA. He is a veteran self-directed IRA custodian, educator and investor. Clay brings up a lot of great points and a more detailed perspective from what he sees of different retirement investing and the opportunities that are there. Clay is absolutely the best resource for these core concepts.

We discuss topics like:

• What got you interested in real estate?
• Why would we invest through our retirement account if we can just use cash?
• What exactly is a “self-directed” IRA? What’s the difference between that and a regular IRA?
• What other avenues are there for investing through retirement accounts, other than your IRA?
• Tell us about UBIT Tax. What is that & how do we avoid it?
• What is the primary retirement account that people use to invest in real estate? What are the pros and cons?
• Let’s say someone wants to invest in a deal I have, right now, through their retirement account. What is the process like to do that and how long does it take?
• Can I benefit from the depreciation because I’m being taxed? How does that work?
• Do you have any recommendations/comments on what the proper balance should be between retirement investing and cash investing?

Pod Decks Segment.

“Core Four” Segment.

• Favorite Real Estate Related Book.
• Unique skill that helped you become successful.
• Tell me something that’s true about real estate that almost nobody agrees with you on.
• One piece of advice you would give to our listeners wanting to succeed in real estate investing

Resources:

• https://www.advantaira.com/
• Phone number: 470-695-0620
• Email address: [e-mail]

 

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