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Bernard Reisz is a CPA focused on using proactive and innovative strategies for real estate financial planning. This focus lead to a passion of protecting wealth for investors, so he founded ReSure Financial. The company gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Qualified Retirement Savings Plans, IRAs, Self Directed IRAs, and other tools. Today, he works with people to earn better returns with their retirement money and avoid heavy tax burdens.
In this episode, we dive into how investors can deploy the cash in their IRA or 401(k) to invest in multifamily real estate in an easy and compliant way. Additionally, he shares how you as a syndicator can use other people’s retirement accounts to fund real estate transactions for a healthy return.