• Episode #66: SDIRAs with John Bowens of Equity Trust

  • Nov 23 2021
  • Length: 57 mins
  • Podcast

Episode #66: SDIRAs with John Bowens of Equity Trust

  • Summary

  • This episode is sponsored by Origin Investments.


    Today we are diving into all things self-directed IRAs with John Bowens of Equity Trust. John is a senior manager at IRA custodian Equity Trust Company. John draws from his 15 years in the real estate industry and his experience as an active real estate investor. In his travels across the U.S. and virtually, he has trained 50,000 investors during more than 300 workshops and classes, spreading the message about the power of building tax-free wealth and leaving a lasting legacy by investing in what you know best. 


    0:00 Introduction
    1:31 Core benefits of SDIRAs
    5:16 SDIRAs and depreciation
    8:29 Roth and Traditional IRAs
    12:08 Rules of investing in IRAs
    14:38 NFTs and crypto
    15:44 SDIRA custodians
    18:09 Managing an SDIRA
    21:10 Things to look for in a custodian
    27:26 Investing in crowdfunded real estate deals
    30:53 Understanding UBIT
    40:56 The use of passive losses
    45:15 The impact of tax fear 
    47:41 Fair market valuation
    51:06 Potential tax changes 


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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.