Jan. 4, 2022

Tapping into Self-Directed IRAs with Aaron Fragnito

Aaron Fragnito has been helping people invest in Real Estate for over ten years. He is a Co-Founder of Peoples Capital Group (PCG), a real estate investment and holding company and a full-time real estate investor, as well as the host of the New Jersey R...


Aaron Fragnito has been helping people invest in Real Estate for over ten years. He is a Co-Founder of Peoples Capital Group (PCG), a real estate investment and holding company and a full-time real estate investor, as well as the host of the New Jersey Real Estate Network and host of the Passive Cash Flow Podcast.

In this episode, Aaron shares how your financial planner may tell you that you can't self-direct your IRA when the truth is, you can, provided it is within the rules of using it. He talks about the process of pulling out your IRA funds to invest in real estate, so you earn more than any other investment vehicle out there.

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What you'll learn in just 17 minutes from today's episode: 

  • Find out one thing that your financial planners may not be telling you about self-directing your IRA for purposes within the rules surrounding it
  • Learn about the process of investing your IRA in real estate the right way
  • Find out how much you earn more investing your IRA funds in real estate than in any other investment portfolio

Resources/Links: 

Topics Covered: 

  • 01:46 - What your financial planners may tell you
  • 02:57 - How is the capital raiser benefitted by people having IRAs
  • 05:48 - An untapped market in people with IRAs
  • 06:55 - People with IRAs not as concerned with receiving monthly cash flow payments
  • 08:09 - Explaining the concept of IRA to potential investors
  • 09:48 - The process of working with a licensed IRA custodian
  • 13:57 - A win-win deal for both the deal maker and investors with IRA
  • 14:29 - What is this IRA LLC account, what to do about it, and how it can help you

Key Takeaways:

"You can self-direct your IRA; there are limitations to what you can invest in, and there's a process to doing it the right way. But if you do it the right way, and work with a licensed IRA custodian who's going to guide you in the process, it's really quite simple, and really pretty affordable." - Aaron Fragnito

"The idea is to see a tangible effect with your IRA diversified into something that's going to produce a consistent income and be backed by solid assets. Real estate is a tried and true asset for that." - Aaron Fragnito

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