202: Diversify Your Retirement Funds Through Real Estate and Alternative Assets – Matt Calhoun

Big Mike Fund Podcast
Big Mike Fund Podcast
202: Diversify Your Retirement Funds Through Real Estate and Alternative Assets - Matt Calhoun

Welcome to another insightful episode with our guest, Matt Calhoun, the Sales Director at Midland IRA & 1031. Matt is a distinguished professional renowned for his expertise in guiding investors on the path to financial success.

In this episode, Matt shares his wealth of knowledge about using retirement funds to invest in alternative assets. Discover the transformative power of self-directed IRAs, a bridge that merges the world of financial services with the realm of real estate investing. Matt’s passion for real estate investment is palpable, and he continues to nurture this interest alongside his role at Midland IRA & 1031.

Matt delves into essential topics, including Midland Trust and Investing in Alternative Assets. He offers valuable strategies for seamlessly converting your assets to a Roth IRA, all while helping you navigate the complexities of avoiding UBIT tax. With Matt’s expert guidance, you’ll gain a deep understanding of self-directed IRAs through a trust, opening up new avenues for diversifying your retirement portfolio.

Whether you’re an experienced investor or just starting on your financial journey, this episode promises to be a treasure trove of insights. Join us as Matt Calhoun provides invaluable guidance, ensuring you navigate your financial future with confidence and success. It’s an episode you won’t want to miss!


00:23 – Guest Intro: Matt Calhoun

02:31 – Investing in Alternative Assets with Midland Trust

05:11 – Strategies for Converting Assets to a Roth IRA

10:04 – How to avoid UBIT tax

15:07 – Self-directed IRA through a trust

20:10 – Midland Trust: A Resource for Alternative Investments

25:56 – Outro

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.


Website: https://midlandtrust.com/

Linkedin: https://www.linkedin.com/in/matthew-calhoun-51828687/

Youtube: https://www.youtube.com/user/AdvantaIRAtrustLLC

Facebook: https://www.facebook.com/midlandtrust