Investing in real estate demands substantial capital investments despite having a huge potential for returns. That’s why we invited Steve Maldonado to discuss the complexities of utilizing self-directed IRAs as a game-changing resource for funding your syndication projects. Tune in to get started on the path to success and profit today!

Key Takeaways to Listen for

• Self-directed IRA: What it is, its costs, tax advantages, and common mistakes when investing
• 2 things to consider when investing in self-directed IRAs
• A guide on how to utilize self-directed IRAs to invest in real estate
• Benefits of using a self-directed IRA custodian
• Alternative retirement plans to self-directed IRAs

Resources Mentioned in This Episode

• Free Apartment Syndication Due Diligence Checklist for Passive Investor

About Steve Maldonado

A student of Finance at the University of Central Florida, Steve has applied his knowledge to a career in Sales and Business Development, working with and building teams to adapt to new market trends in the alternative asset industry.

Becoming an expert on retirement accounts, he has used his industry knowledge to move into his current position as Director of Syndication Solutions at NuView Trust – a premier custodian for self-directed alternative investments with over $2.5B of assets under management. 

Steve’s passion lies in educating others on how to raise capital from retirement accounts, providing GPs and Syndicators with the right tools to get started raising capital through IRA and 401(k) accounts. He is heavily recruited to speak for podcasts or other events as a subject matter expert in tax-advantaged investing through retirement accounts.

Outside of NuView Trust, Steve is a single father to a beautiful son Steven Jr. They enjoy hiking, kayaking, and adventuring together. Steve also has a passion for charity and regularly donates his time to the community, participating in projects for Habitat for Humanity, The Sharing Center, and Volunteer Florida.

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