Title: Clay Malcolm: Use your Self-directed IRA money for other kinds of investments

Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of Education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and Real Estate professionals throughout the county on the benefits of self-direction. Clay holds the designation of Certified IRA Services Professional (CISP) and has served on the American Bankers Association IRA steering committee.

Let’s tune in to his story!

[00:01 – 04:09] Opening Segment

• Get to know my guest Clay Malcolm
• Clay was not prepared for his Retirement fund
• • Doing IRA for himself
  • Retiring sooner rather than later
• Hitting two birds with one stone
• • Doing and accomplishing more with IRA

[04:10 – 10:35] Diving Deep 

• What to look into before diving to IRA
• • Check in with your Custodian
  • Do your inventory
  • Learn about Self-directed IRA
  • Vocabulary

• Motivation to look into SDR

• Stock Market volatility

• Graphing an investment strategy you behold
• • Turning it into IRA
• Diversification

[10:36 – 21:57] Counting the Cost 

• Hiring the experts
• • Transaction fees
  • Annual fees
• It depends which asset / sale  
• LLC Subset?
• • Checkbook control
  • Convenience factors
  • It is a strategic choice.
• Getting IRA investment from other investors

[21:58 – 24:20] Closing Segment

• Final words
• Connect with my guest, Clay in the links below

Tweetable QuotesYour ability to diversify or to adjust to the Economy in terms of what investments you can get into and their performance, whether it is correlated to the stock market or not, is enhanced by having a self-directed IRA.”

“ – Clay Malcolm

————————————————————————

Send him an email cmalcolm@advantaira.com

Call him at 470 695 0620

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com 

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!  

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Sujata Shyam Passive Income Expert

Suja Shyam is a real estate investor, underwriter, Short-Term rental operator, and Fund Manager. Since founding Luxe, her primary focus has always been helping others achieve their financial & life goals.

Suja’s desire to help people started at a young age and continued through the years as she graduated from Northwestern University, and the Carnegie Mellon Tepper School of Business.

After using her student loans to flip her first house during her MBA, she spent 4 years underwriting multifamily acquisitions for institutional buyers.

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By way of bootstrapping her Short-Term Rental Business, and getting her hands dirty, Suja replaced her corporate income at the age of 33.

As a Managing Partner of Luxe Capital, Suja is responsible for acquisitions, fund management, and investor relations.

Integrity, exceptional communication, and delivering results to investors are at the core of every decision she makes.

When Suja isn't touring properties, or underwriting deals, you can find her rollerskating with her friends or exploring an unknown corner of the world.