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Back to Basics: Part 4 – Checkbook Control
When people look to use their IRAs to invest in real estate and other alternative assets, they often ask themselves: How do I get even greater control over these funds? For many individuals, the answer to that question is to set-up checkbook control for their IRA.
Checkbook Control allows you to write checks for deals on the spot, but you need to know how to set it up and how to use it while following IRS rules.
During this simulcast, Scott Maurer of Advanta IRA will cover:
- How to properly set-up checkbook control for your IRA
- What types of structures are used for checkbook control IRAs
- How a checkbook control IRA gives you greater freedom and flexibility
- The pros and cons of using your IRA in this fashion
Eligible for Advanta U Credit – Elective
DOWNLOAD THIS WEBINAR
About the Presenter
Scott Maurer, JD, CISP
Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP) and leads engaging seminars and webinars that educate the public on the intricacies of self-directed IRAs.
Back to Basics Series
Advanta IRA believes that knowledge is power, and that you are never too old to learn. We are inviting you to go ‘back to school’ and attend our four-part series, Back to the Basics of Self-Directed IRAs, every Friday in September. This series will give you the knowledge and power you need to self-direct your IRA and invest with success.
9/6: Part 1- Self-Directed IRAs
9/13: Part 2- Real Estate IRAs
9/20: Part 3- Private Lending with IRAs
9/27: Part 4- Checkbook Control (Simulcast: Webinar and Live in our Atlanta Office)
If you miss one of the webinars, they will be featured in our Video Library.
Back to Basics: Part 4 – Checkbook Control
When people look to use their IRAs to invest in real estate and other alternative assets, they often ask themselves: How do I get even greater control over these funds? For many individuals, the answer to that question is to set-up checkbook control for their IRA.
Checkbook Control allows you to write checks for deals on the spot, but you need to know how to set it up and how to use it while following IRS rules.
During this simulcast, Scott Maurer of Advanta IRA will cover:
- How to properly set-up checkbook control for your IRA
- What types of structures are used for checkbook control IRAs
- How a checkbook control IRA gives you greater freedom and flexibility
- The pros and cons of using your IRA in this fashion
Eligible for Advanta U Credit – Elective
DOWNLOAD THIS WEBINAR
About the Presenter
Scott Maurer, JD, CISP
Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP) and leads engaging seminars and webinars that educate the public on the intricacies of self-directed IRAs.
Back to Basics Series
Advanta IRA believes that knowledge is power, and that you are never too old to learn. We are inviting you to go ‘back to school’ and attend our four-part series, Back to the Basics of Self-Directed IRAs, every Friday in September. This series will give you the knowledge and power you need to self-direct your IRA and invest with success.
9/6: Part 1- Self-Directed IRAs
9/13: Part 2- Real Estate IRAs
9/20: Part 3- Private Lending with IRAs
9/27: Part 4- Checkbook Control (Simulcast: Webinar and Live in our Atlanta Office)
If you miss one of the webinars, they will be featured in our Video Library.
