The Retirement Account Playbook for Real Estate Investors with Josh Plave

Are you a real estate investor using self-directed retirement funds? You might be leaving thousands of dollars on the table—or worse, getting hit by unexpected taxes. In this episode of the Property Profits Podcast, Dave Dubeau chats with Josh Plave, an expert in helping investors minimize tax liabilities when using retirement accounts to invest in real estate and startups.

Josh breaks down what UBIT (Unrelated Business Income Tax) really means, how syndications with leverage can create surprise tax situations, and how savvy investors can stay one step ahead of the IRS. Whether you're passively investing or actively syndicating deals, this episode will help you understand the tax landmines and strategies to avoid them.

Josh also shares a free tool he created—a UBIT calculator—to help investors predict potential tax impacts. Plus, he introduces his educational course that simplifies everything from custodians and tax forms to deal analysis.

 

 

- Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/