Upcoming Events
Lunch & Learn: Getting Started with a Self-Directed IRA (Georgia)
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…
Find out more »Lunch & Learn: How to Get Started with a Self-Directed IRA (Florida)
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…
Find out more »LIVE WEBINAR: Power of a Roth IRA
In our educational seminars and webinars, we speak about the benefits of investing in alternative investments using IRA, 401(k) and SEP funds. In nearly all cases, your earnings can be tax-deferred, but there are even greater tax savings to be realized if the earnings come from the investment of Roth IRA funds! For those eligible to contribute to a Roth, earnings on these funds grow tax-free! Initially, only those under a certain income level could benefit from having a Roth…
Find out more »Lunch & Learn: Managing Rental Real Estate in an IRA (Georgia)
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…
Find out more »Lunch & Learn: Managing Rental Real Estate in an IRA (Florida)
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…
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