How the Middle Class Misses Out on Self-Directed IRAs

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How the Middle Class Misses Out on Self-Directed IRAs

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Episode 74 explores a retirement account twist most middle class families never use: the self-directed IRA. Unlike standard IRAs limited to stocks and bonds, self-directed IRAs let you hold real estate, private company shares, LLCs, and even crypto. Lucas and Luna explain how the IRS rules work, why the middle class rarely uses them, and what it takes to get started. They walk through a concrete example: using a self-directed IRA to buy a rental property without personal liability. They also discuss the prohibited transaction rules that trip up DIY investors and the role of a qualified custodian. By the end, you'll understand a wealth-building tool that sits right on the shelf but is mostly ignored by middle class savers. #SelfDirectedIRA #RetirementPlanning #MiddleClass #WealthBuilding #RealEstateIRA #IRARules #ProhibitedTransactions #Custodian #CheckbookControl #LLC #RentalProperty #Economics #FexingoBusiness #BusinessPodcast #WealthDistribution #EconomicMobility #RetirementAccounts #AlternativeInvestments Keep every episode free: buymeacoffee.com/fexingo

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