Episode 46

Investing In Real Estate With Retirement Accounts - Corey Daharsh and Jerome Lewis

Listen in as Jerome and Corey go in-depth about real estate investing, real estate education, and using retirement accounts to fund investing activities. This episode is perfect for anyone interested in learning more about how to get started in real estate investing or how to use their retirement accounts to grow their wealth. Tune in now and see how you can get started on your path to financial freedom.

Corey's bio:

Since 2016 Corey has impacted hundreds of clients by providing diligent and thorough assistance with investment transactions ranging from small, hard money lending to multi-million dollar real estate syndications.

After moving to Western North Carolina in 2020 and transitioning roles to join Advanta IRA’s Business Development team, he’s been able to leverage everything learned from personal experiences, networking, and continuing education to help capital raisers and investors confidently market and invest using self-directed IRA or 401(k) accounts.

Real Estate Investing With Retirement Accounts - Corey Daharsh and Jerome Lewis

In this episode of the Remarketing Podcast, Jerome Lewis interviews Corey Daharsh, a seasoned expert in investment transactions and business development at Advanta IRA. Corey shares his insights on utilizing self-directed IRAs for real estate investments and highlights the importance of financial literacy and self-directed retirement accounts.

Conclusion

Corey Daharsh emphasizes the advantages of using self-directed IRAs for real estate investments, particularly highlighting the tax benefits and the ability to diversify investment portfolios. By educating themselves about self-directed retirement accounts, investors can take control of their financial future and make informed decisions that align with their long-term goals.

Key points

🎯 Corey's Background: Corey has extensive experience in investment transactions, ranging from hard money lending to multi-million dollar real estate syndications.

πŸ“ˆ Journey into Real Estate: Transitioned from various roles in financial institutions to joining Advanta IRA's business development team in 2020.

πŸ“Š What is an IRA: An IRA (Individual Retirement Arrangement) is a tax-sheltered account that allows individuals to save for retirement with tax-deferred or post-tax contributions.

πŸ› οΈ Self-Directed IRAs: Unlike traditional IRAs managed by financial advisors, self-directed IRAs allow investors to choose their own investments, including real estate, within IRS guidelines.

πŸ“š Importance of Education: Many investors are unaware of the benefits of self-directed IRAs due to a lack of education. Advanta IRA provides free educational resources to help investors make informed decisions.

πŸš€ Investment Flexibility: Self-directed IRAs offer greater flexibility, allowing investments in various assets, including real estate, loans, and even cryptocurrency.

πŸ’¬ Client Support: Advanta IRA focuses on providing exceptional customer service, assigning dedicated account managers to assist clients with their transactions.

πŸ” Common Myths: Addresses common misconceptions, such as the belief that IRAs can be used as down payments for investment properties.

🧠 Tax Benefits: Highlights the tax advantages of using self-directed IRAs for real estate investments, including avoiding capital gains taxes on property sales within the IRA.

🀝 Future Vision: Corey advocates for increased awareness and education about self-directed IRAs to help more people take control of their retirement investments.

Summary

  1. Introduction: Jerome introduces Corey Daharsh, focusing on his background in real estate investments and business development at Advanta IRA.
  2. Journey into Real Estate: Corey shares his transition from financial institutions to joining Advanta IRA, driven by a passion for financial literacy.
  3. What is an IRA: Explains the basics of an Individual Retirement Arrangement and its tax benefits.
  4. Self-Directed IRAs: Describes the difference between traditional and self-directed IRAs, emphasizing the investor's control over their investments.
  5. Importance of Education: Discusses the lack of awareness about self-directed IRAs and Advanta IRA's efforts to provide free educational resources.
  6. Investment Flexibility: Highlights the flexibility of self-directed IRAs in allowing diverse investments, including real estate and cryptocurrency.
  7. Client Support: Emphasizes Advanta IRA's commitment to exceptional customer service and personalized client support.
  8. Common Myths: Addresses misconceptions about using self-directed IRAs for real estate investments.
  9. Tax Benefits: Explains the tax advantages of investing in real estate through self-directed IRAs.
  10. Future Vision: Advocates for greater awareness and education about self-directed IRAs to empower investors.

----

🌟 Are you having trouble keeping your income steady and getting more clients in real estate? 😫 Tired of always trying to find new customers? 😣


You're not alone. Many others have faced the same problems, but there is a way to succeed in real estate! πŸš€


Introducing the πŸ”₯ Real Estate Marketing Implementation Book πŸ”₯ - your simple guide to growing your business and getting great clients.


This book shares easy-to-follow strategies that have helped many real estate business owners succeed. πŸ“ˆπŸ’ͺ


πŸ”₯ Imagine this: no more sleepless nights worrying about your income. No more stress about finding new clients. Picture a steady flow of eager clients ready to work with you. 🌟


In the Real Estate Marketing Implementation Book, you'll learn:


πŸ‘‰ How to create a simple marketing plan that works

πŸ‘‰ Tips for attracting your ideal clients and keeping them happy

πŸ‘‰ Quick and easy methods to boost your success

πŸ‘‰ The importance of support and working together to reach your goals


Ready to change your business? πŸ’₯ Don't miss this chance!


🎁 For a limited time, visit πŸ‘‰ https://REmarketingBook.com πŸ‘ˆ to get your copy of the Real Estate Marketing Implementation Book. Get helpful tips, clear instructions, and join a group of other business owners supporting each other! πŸ™Œ


But there's more! πŸ’Œ When you get your book today, you'll receive an invite to our private Facebook group. Connect with other business leaders and access more resources to help you succeed. πŸ’Όβœ¨


πŸ’‘ Don't let obstacles stop you. It's time to unlock your potential and achieve the success you deserve! Get your copy now at πŸ‘‰ https://REmarketingBook.com πŸ‘ˆ and let's reach new heights in real estate together! πŸš€πŸ’₯


PS: ⭐ Act fast and get your Real Estate Marketing Implementation Book today! This is your chance to change your business and achieve financial freedom. Order now at πŸ‘‰ https://REmarketingBook.com πŸ‘ˆ before time runs out! ⏰✨


Jerome "Mr. Implementation" Lewis

About the Podcast

Show artwork for Real Estate Marketing Implementation Podcast (The REmarketing Podcast)
Real Estate Marketing Implementation Podcast (The REmarketing Podcast)
Real Estate and Marketing Implementation Perspectives For Real Estate Entrepreneurs, Real Estate Coaches, and Real Estate Investors by Jerome Lewis

About your host

Profile picture for Jerome Lewis

Jerome Lewis

Jerome Lewis is the author of the book REmarketing - Insider’s Secrets of Successful Advertising, Lead Generation, & Marketing Implementation For Real Estate Entrepreneurs.
He is also the founder and CMO of Digital Real Estate Strategy, a tech, and marketing agency that helps busy but serious real estate entrepreneurs implement, structure, and systematize their tech, lead generation, marketing, and business systems. Jerome has helped over 5000 real estate entrepreneurs from more than 40 states and 4 countries. Jerome has shared stages with some of the real estate industry’s best national experts including names ranging from Vena Jones-Cox, Krista Mashore, Marc Halpern, and many more.
Jerome is a bold introvert, father, and former IT professional. In 2021, Jerome won eXp University’s Instructor of The Year Award. He is also the host of the Real Estate Marketing & Social Media Mastermind, where he teaches real estate investors and agents tech and marketing implementation.