Ep 21 – Taking the Mystery Out of IRA Financing

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The Alternative Investing Advantage Learn how to take control and give yourself the freedom to choose where you invest your money

This week on the Alternative Investing Advantage podcast, host Alex Perny discusses IRA financing, specifically the process of borrowing money within qualified retirement plans like IRAs, HSAs, and solo 401(k)s. Alex holds the designation of Certified IRA Services Professional (CISP) and has helped thousands of clients invest in alternative assets.

During this podcast, Alex covers the potential issues associated with debt financing, the importance of non-recourse financing in retirement plans, and advises people to be open-minded when utilizing financing to buy property. Furthermore, he explains unrelated debt finance income tax (UDFI) and the various accounts exposed to this type of tax.

Learn more about IRA financing.

Do you want to be a guest on the Alternative Investing Advantage? Contact us.

About Our Host Advanta IRA Alex PernyAlex Perny, CISP

Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.

For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.