Investing Wisdom: Navigating the World of Self-Directed IRAs with Maggie Polisano | Episode 97

Quiet Wealth

Unlock the potential of self-directed Individual Retirement Accounts (IRAs) for real estate investments in the latest episode of the Quiet Wealth podcast. Join host Camilla Jeffs as she sits down with Maggie Polisano, the founder of CamaPlan, to unveil the benefits, tax advantages, and process of investing through self-directed retirement accounts.

In this episode, Camilla and Maggie explore the world of self-directed IRAs, discussing the tax advantages that come with these accounts and offering valuable insights into the investment process. They highlight the significant role of financial education and emphasize the importance of diversifying investments for long-term wealth creation.

What makes this episode truly fascinating is Maggie's personal journey of launching CamaPlan, a company that facilitates real estate investments through retirement plans. Her experiences and expertise provide listeners with a unique perspective on navigating the realm of self-directed IRAs.

Don't miss out on this episode filled with investing wisdom. Learn how to leverage self-directed IRAs for real estate investments and secure your financial future. Tune in to the Quiet Wealth podcast with Camilla Jeffs and Maggie Polisano now!
In this episode, we talk about:
[01:56] Maggie's experience of launching her business, CamaPlan, with her brother and how they navigated working together as a family.

[09:52] The benefits of using self-directed retirement accounts for investing and how it can be a powerful tool for estate planning and raising capital.

[11:09] Tax advantages of investing in real estate within retirement accounts and the importance of utilizing self-directed accounts

[12:00] Eligibility and benefits of opening a Roth IRA for children, including tax-free earnings and passing on a legacy

[14:49] The need to continually learn and adapt in investing, as rules change and new opportunities arise, particularly in utilizing retirement accounts for real estate investments

[20:28] Using self-directed accounts for real estate investments and the benefits it offers

[21:10] Teaching kids about money, consumerism, and the importance of understanding the value of purchases

[29:53] The benefits of using self-directed retirement accounts for real estate investments and the streamlined process of investing in real estate through retirement plans
Connect with Maggie Polisano

CamaPlan - https://www.camaplan.com/about-us/
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