Join Oscar and German Buendia (The Millionaire Enlisted Podcast) and Bernard Reisz (ReSure LLC) as they tax about taxes, 401K’s, IRA’s, and QRP’s. Bernard is a CPA that’s got a passion for taxes, financial strategy, and helping people. Why do people put their money into stocks, bonds, and mutual funds instead of real estate? Bernard gives us the answer. He tells QRP’s and IRA’s apart, the nuances in between, and shatters false myths around them.
By the end of the episode, you will put more importance on getting education and expertise and know where the blacks and whites are, along with the gray areas. Stay tuned to the podcast!
About Bernard Reisz:
Integrated financial & tax expertise with a focus on real estate, entity structuring and self-directed retirement accounts. Implementation, compliance advisory, & tax strategy for Checkbook Control Retirement Accounts, including SDIRA, IRA-LLC, IRA-Trust, QRP, & Checkbook 401k plans.
Bernard Reisz CPA, empowers individuals to optimize their finances, using proactive and innovative strategies. He provides an integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities.
Bernard is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, Solo 401(k)s, and Checkbook Life Insurance. He is also the founder of AgentFinancial.com, which provides tax, entity, and financial services to real estate professionals, including real estate agents, real estate investors, and mortgage brokers.
Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies.
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