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#INVESTTHIS EP 53: The Power of Self-Directed IRAs or 401Ks for Investing

Real estate is an alternative asset that is permitted to be owned by a retirement account. In the case of IRAs, the most common manner in which to purchase real estate is by using Self-Directed IRAs. Forbes

Today’s guest is Bernard Reisz, who is the Principal of 401k Checkbook. His company crafts retirement plans that enhance their clients current and future finances, while giving them complete control over their investments. Bernard has made it his mission to know every nook and cranny of the financial world. He holds both security and insurance licenses so that he can keep up with the ever-changing tools and regulations.

During this episode, Bernard shares his vast knowledge of investing utilizing self-directed IRAs or 401Ks. Other topics that we cover extensively are the differences between a financial advisor vs. a fiduciary advisor. Also, we discuss the dissimilarities between using your 401K plan vs. an IRA, as well as the tax advantages. Bernard also explains his unique business model, where his number one goal is to give his clients greater control over their retirement money.

Click here to tune in!

Bernard Reisz Information:

401K Checkbook





Bernard’s Favorite Book

Naked Economics

More Useful Information on Self-Directed IRAs

#INVESTTHIS Special Episode: How to Use Your IRA to Invest in Real Estate

Want to start in wholesaling? I got my first deal going using this system. Click here to check it out.

Tip of the Day:

[spp-tweet tweet=”Be educated and don’t subordinate your judgement. -Bernard Reisz”]


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About the author, Scott

Scott is an energetic and health conscious Real Estate Entrepreneur. A transplant from the state of Iowa, he has excelled in business from his very first venture. Entrepreneurship has come naturally for Scott, as he started his first company at the age of 17. He studied at the University of Iowa with degrees in Business Communication and Entrepreneurial Management, also studying Health Promotion with an emphasis in Nutrition before moving to Arizona to dominate in his Real Estate career.

Starting off in residential retail Real Estate sales with Keller Williams Realty and closing $2.2M in volume his first 12 months, he quickly realized being a realtor was not for him. Since then, he has moved into the investment space flipping over 150 residential transactions and building a portfolio of rental properties with over $20,000,000 in closed volume to date. He is also the host of the #INVESTTHIS Podcast, interviewing only the elite of Real Estate Investors for his listeners. Now with his knowledge and experience, he is moving into larger investment opportunities in multi-family and commercial Real Estate, focusing on building strong relationships with his investors, providing solid returns, and building wealth for his family.

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