Jan 30 2025 24 mins 2
Brett Synicky from Sense Financial joined the podcast to dive into the world of self-directed retirement accounts. We explored the key differences between self-directed IRAs and solo 401(k)s, the impact of investing in an IRA before age 59½, and the nuances of UBIT (Unrelated Business Income Tax). Brett also shared insights on the importance of aligning investments with personal knowledge and risk tolerance, as well as the growing popularity of private lending and real estate among his clients. Tune in for a valuable discussion on maximizing retirement funds through alternative investments!
Connect with Brett Synicky
SENSE FINANCIAL: https://www.sensefinancial.com/
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