Events

During this Lunch & Learn event, we will discuss the various types of investments that we have seen clients make out of their self-directed IRA accounts and the benefits that can come with these alternative investments. We will explore how an IRA can be the borrower or the lender for a transaction. There are some basic rules for self-directed IRAs, so we will touch on the most common ones, such as disqualified persons and other potential pitfalls. We will show…

During this seminar, you will learn how to invest in rental property and other real estate assets, using a self-directed real estate IRA. Rental properties in a real estate IRA are very popular for investors. These accounts can offer great benefits to you in building your retirement income. When you use a self-directed IRA to acquire real estate assets, your income grows tax-free! You simply make the purchase directly from funds in the account and your IRA becomes the owner of the real estate asset. All income then grows tax-free, preserving…