Latest / The Financial Freedom Podcast with Fexingo: Quitting Your Job, Living Off Investments, Independence
How to Use a Self-Directed Solo 401k for Real Estate
In this episode of The Financial Freedom Podcast, Lucas and Luna explore how early retirees can use a self-directed Solo 401k to invest in real estate without triggering prohibited transactions. They walk through the mechanics of setting up a Solo 401k with checkbook control, how to buy rental properties or private notes inside the plan, and the crucial rules about disqualified persons and UBIT on leveraged assets. Lucas explains why this strategy works best for self-employed individuals with no full-time employees, and Luna shares a real example of a listener who used a Solo 401k to acquire…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.