- This event has passed.
Bill Cook Explains How Multiple Accounts Can Invest in One Asset
WEBINAR DETAILS
This webinar took place on 8/15/2023, but you can still watch it here.
Contact Us with any questions.
Here’s a unique self-directed investing strategy you may not know—you can use more than one of your self-directed retirement and savings accounts to invest in one asset.
That’s right! You can use your self-directed Roth IRA, you spouse’s solo 401(k), AND your self-directed HSA to invest in a single real estate deal or any other alternative investment. This is a unique and effective strategy to grow tax-sheltered wealth in your plans.
Advanta IRA’s Larissa Greene joins guest speaker Bill Cook—a successful real estate investor experienced with self-directed investing—for this unique webinar topic. Bill will provide a detailed case study where he invested in one asset using multiple self-directed accounts.
Within that case study, Bill will explain:
- How he structured 4 self-directed accounts to work together to make a single real estate loan.
- Why the borrower gave Bill a 50-year option to buy 10% of his mobile home park for $1,000.
- Why the borrower agreed to pay 4 points and 13% interest on a secured 10-year note.
- What a paper trust is (relevant to his case study).
About the Presenter
Bill and Kim Cook
Bill and Kim are a husband-and-wife real estate investing team. Bill creatively constructed his first deal in 1990 in Shreveport, Louisiana. He and Kim have been teaching other investors to do the same since 1997. They became full-time real estate investors in 1998. Their core belief is that real estate investing is not about buying, selling, or renting houses. It’s about helping people solve their real estate problems! Their investment portfolio consists of single-family rental homes, mobile homes, and a small mobile home park. In addition, they own notes, options, stocks, and precious metals. Whether you need to know how to creatively construct, creatively fund, creatively hold, or creatively sell a property, Bill is the person many experienced real estate investors call for advice.
Bill Cook Explains How Multiple Accounts Can Invest in One Asset
WEBINAR DETAILS
This webinar took place on 8/15/2023, but you can still watch it here.
Contact Us with any questions.
Here’s a unique self-directed investing strategy you may not know—you can use more than one of your self-directed retirement and savings accounts to invest in one asset.
That’s right! You can use your self-directed Roth IRA, you spouse’s solo 401(k), AND your self-directed HSA to invest in a single real estate deal or any other alternative investment. This is a unique and effective strategy to grow tax-sheltered wealth in your plans.
Advanta IRA’s Larissa Greene joins guest speaker Bill Cook—a successful real estate investor experienced with self-directed investing—for this unique webinar topic. Bill will provide a detailed case study where he invested in one asset using multiple self-directed accounts.
Within that case study, Bill will explain:
- How he structured 4 self-directed accounts to work together to make a single real estate loan.
- Why the borrower gave Bill a 50-year option to buy 10% of his mobile home park for $1,000.
- Why the borrower agreed to pay 4 points and 13% interest on a secured 10-year note.
- What a paper trust is (relevant to his case study).
About the Presenter
Bill and Kim Cook
Bill and Kim are a husband-and-wife real estate investing team. Bill creatively constructed his first deal in 1990 in Shreveport, Louisiana. He and Kim have been teaching other investors to do the same since 1997. They became full-time real estate investors in 1998. Their core belief is that real estate investing is not about buying, selling, or renting houses. It’s about helping people solve their real estate problems! Their investment portfolio consists of single-family rental homes, mobile homes, and a small mobile home park. In addition, they own notes, options, stocks, and precious metals. Whether you need to know how to creatively construct, creatively fund, creatively hold, or creatively sell a property, Bill is the person many experienced real estate investors call for advice.
