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EP290: Edwin Kelly on Leveraging Self-Directed Accounts to Build Wealth and Grow Your Portfolio Tax-Free

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Edwin Kelly is the owner of Specialized IRA Services. He helps investors leverage their self-directed tax-advantaged accounts so that they can successfully grow their retirement fund, family legacy, and business. In this week’s episode, Edwin explains how you can build wealth in a tax-free environment and how you can get smarter about your retirement even when it’s ‘too late.’


Key Takeaways:

  • Edwin is an expert when it comes to leveraging self-directed IRAs.
  • Who is Edwin and how did he get started in this field?
  • What are self-directed accounts?
  • Edwin explains the type of tax protection and asset protection you can have through a self-directed account.
  • What are the different types of self-directed accounts you can choose from?
  • Who would not benefit from something like this?
  • How can you get started?
  • Edwin shares a case study of how a typical transaction would play out.
  • How can you fund your child’s education with a self-directed account?
  • Feel like you’ve missed the boat when it comes to saving for your retirement?
  • You can easily start your self-directed account now.
  • When doing deals in a self-directed account, how do you pay your team after a wholesale transaction has been made?
  • What advice would Edwin give to his younger self?

Mentioned in This Episode:

Connect with Edwin & his team:

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“The two high-level benefits of a self-directed account are tax protection and asset protection.”

“It is not uncommon for somebody to build their retirement in 7-10 years and be out.”

“The idea is to get started if you don’t already have a self-directed account.”

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