))
#39 - Mastering Wealth Building: Guide To Advanced Investment Strategies With Collin Taylor
Manage episode 422470568 series 3511422
Steven Arita द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Steven Arita या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
This is part 2 of my conversation with Collin Taylor. In this episode, we discuss wealth-building strategies for tech professionals through commercial real estate. They continue their discussion about self-directed IRAs (SDIRAs), specifically addressing what they are and their benefits. They discuss how SDIRAs give investors more control over their retirement savings by allowing investments in alternative assets like real estate, cryptocurrency, and more.
They also introduce HSAs (Health Savings Accounts) and their unique tax advantages, emphasizing how HSAs can be used to grow wealth through investments while benefiting from tax deductions on both contributions and withdrawals used for qualified medical expenses. Finally, the conversation touches on ESAs (Education Savings Accounts), which help parents save for their children’s education from kindergarten through college. This episode is packed with practical advice for leveraging various financial accounts to maximize investment opportunities and achieve financial freedom.
Important Link:
Quest Expo - https://www.questtrustcompany.com/resources/quest-expo
Listen to Part 1 of my conversation with Collin:
#34 - Unlocking the Secrets of Self-Directed IRAs With Collin Taylor - https://www.buzzsprout.com/2247837/episodes/15003051
Reach out to Collin:
LinkedIn: https://www.linkedin.com/in/collin-taylor-7b2176176/
Email: collintaylor@questtrust.com
Web: https://www.questtrustcompany.com/
Episode Highlights:
(1:41) Diving deeper into SDRIAs
(4:02) Explanation of UBIT and UDFI
(12:54) Collin's role at Quest and how they help clients
(14:22) Introduction to HSAs, their tax benefits, and strategies for growing HSAs through investments
(24:10) Introduction to ESAs and their benefits for educational savings
(30:58) Advantages of partnering in investments
(32:36) Using HSAs and ESAs for family financial planning
(38:35) Tailoring strategies based on personal goals
(47:23) Upcoming Quest Expo information
(49:12) Outro
—
Share this with your tech friends who you think will benefit from this podcast. Please also rate and subscribe so this podcast can reach more audiences.
For more resources and guides, check these out:
- Investor 101 https://www.aritacapital.com/investor-101-resource/#
- Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/
If you want to learn more, reach out at:
Email: steven@aritacapital.com
LinkedIn: https://www.linkedin.com/in/aritasteven/
43 एपिसोडस
साझा करें
