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Self-Directed IRAs are powerful tools that allow for innovative investing and financing opportunities. You may already know that your IRA can ‘be the bank’ and lend money, but did you know that you can finance your next self-directed IRA purchase with a non-recourse loan?
Mike Ventry of Advanta IRA is excited to welcome, Michael Braswell, President of Braswell Capital Solutions as a guest speaker for this informative lunch session. Together they will discuss the rules and processes for using your IRA and leverage to invest in real estate as well as how you can leverage your next self-directed IRA purchase with a non-recourse loan.
Leveraging is a sound investment strategy, but you have to know what you are doing. During this lunch and learn, you will learn:
- The rules for an IRA to use leverage
- Typical lending requirements for non-recourse loans
- The loan process for acquiring non-recourse loan
- How UDFI tax factors in
Lunch will be provided, but seating is limited.