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Listen " What Your CPA ISN'T Telling You, Real Estate, IRAs and Family Legacy "
Episode Synopsis
How do you decide between buying property with cash or through your IRA? And more importantly—how do you turn those investments into a lasting family legacy?
In this episode of The Preferred Way, Carrie Cook sits down with CPA Larry Pendleton to reveal powerful tax strategies, pitfalls to avoid when investing through an IRA, and practical steps to protect your family’s financial future. From cost segregation and short-term rental loopholes to setting up living trusts, this conversation is a must-watch for anyone serious about generational wealth.
What You’ll Learn:
When to buy property with cash vs. your IRA
How cost segregation can unlock major tax savings
Common IRA real estate mistakes (and how to avoid them)
Building a legacy that truly benefits your family
Open an account today at PreferredTrustCompany.com or Schedule a free consultation to learn how to diversify your retirement portfolio with alternative investments.
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More episodes of the podcast The Preferred Way: A Retirement Podcast
Self-Directed IRAs & Tax Strategies for the Next Generation with Larry Pendleton | Part 2
04/09/2025
Self-Directed IRAs & Tax Strategies for the Next Generation with Larry Pendleton | Part 1
21/08/2025
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