REITs in Roth IRAs | The Investing Hack NO ONE Talks About!

Investing in REITs in a Roth IRA may be one of the best ways to secure high dividends without costly tax implications. In this video, I explore REITs and IRAs to explain why these two investments work so well together.

00:00 - Intro
0:36 - What is a REIT?
1:16 - Benefits of Investing in REITs
2:45 - Drawbacks of Investing in REITs
4:33 - What are IRAs?
4:53 - Traditional IRAs Explained
5:53 - Roth IRAs Explained
7:05 - REITs + Roth IRA = A powerful combo

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Learn about why the Roth IRA in detail, and why it may be the only investment you'll ever need:
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First, I discuss the characteristics of REITs. I tell you what it takes for a stock (or trust) to qualify as a REIT. I also explain where REIT dividends come from, and why their dividend yields are so much higher than traditional stocks. We also take a good look at the pros and cons of investing in #REITs so that you can consider if they are an appropriate investment for you.

Then, I discuss the qualities of traditional IRAs vs Roth IRAs, highlighting their differences so that you can understand the full benefits of pairing REITs with a Roth IRA. To do this, I clarify the different tax benefits that each account offers. Hopefully this can help you determine if one of these tax-advantaged accounts are right for you.

Finally, I connect the two subjects to explain why holding REITs inside a #RothIRA can be such a powerful investment. This combo can help diversify your portfolio by adding a new asset class (real estate) and protecting you from the volatility of the overall stock market. REITs are also a great hedge against inflation, which can further protect your retirement fund from the inevitable costs of investing. Finally, by putting REITs inside your Roth IRA, you can enjoy the full benefits of their impressive dividend yields without incurring the high tax costs that would be otherwise unavoidable.

Are you #investing in REITs? If so, how are you including them in your Roth IRA or other accounts? I'd love to hear your thoughts in the comments.

If you'd like to learn more about these subjects, check out some of the videos below:

How do REITs work? [by @Nareit1]
https://www.youtube.com/watch?v=yDl1_uLR5Os

Real Estate Investment Trusts (REITs) [By @Ben Felix]
https://www.youtube.com/watch?v=IzK5x3LlsUU

What is a Roth IRA? [by @Andre Jikh] He explains the Roth IRA in detail, and why somebody might consider having one or not having one.
https://www.youtube.com/watch?v=JYRyYlgzCbI

Sign up to invest with M1 Finance and get $10 free! This is my personal favorite investing app, where I hold my Roth IRA and my traditional investment account.
https://m1.finance/apNm3hKCZsWC

DISCLAIMER: NOT FINANCIAL ADVICE.
The content in this video should not be used as the basis for any investment decision. I am not a financial advisor, so I encourage you to do your own research and discuss your goals with a financial professional to determine if REITs or IRAs are appropriate for you. I have done my best to ensure that the information provided in this video is accurate, but it does not paint a full picture of the investment landscape. Again, I encourage you to develop your own knowledge on these subjects before making any investment decisions. Additionally, some of the links contained in this description are affiliate links. I may earn a commission via M1 Finance should you choose to sign up at the links provided.