09:14] Opening SegmentLet’s get to know Bernard Reisz His story about leaving Corporate AmericaThe different risk management and insurance designations[09:15 - 20:27] Maintain Your Retirement AccountsThe importance of knowing financial and tax servicesBernard explains What are “naked retirement accounts” for Bernard?Bernard tells us how to invest passively with our retirement accounts Keep your money on your retirement accountsWhat’s this specific scenario where it’s advisable to withdraw your money? [20:28 - 31:19] Unrelated Business Income TaxThe 3 common mistakes on Unrelated Business Income Tax (UBIT)Facts about Qualified Retirement Plans (QRPs) you should knowInsights about Unrelated Debt-Financed Income Tax (UDFI) you shouldn’t miss[31:20 - 48:16] Unrelated Business Taxable IncomeHow to leverage the net taxable income? Bernard shares his thoughts about Unrelated Business Taxable Income (UBTI)?How are QRPs and solo 401(k) related?Bernard talks about the services they offer [48:17 - 53:54] Closing SegmentConnect with Bernard - links belowFinal words from Bernard and meTweetable Quotes:“Real estate is tax-efficient whether you’re a passive [or] active investor.” -  Bernard Reisz“The title itself and the designation and certification [don’t] mean that much. It’s more about what you are as a person.” -  Bernard ReiszResources Mentioned:Yonah WeissMarques Ogden------------------------------------------------------------------------------------------Connect with Bernard on LinkedIn. Facebook, and Twitter. Visit his company online and on LinkedIn and FacebookGuest email: [email protected] with me:https://www.5tcre.com/FacebookLinkedInInstagramWatch 5T CRE on YouTubeLeave us a review and receive your free ebookEmail us --> [email protected] the Show.