Real estate IRAs are popular with people who want diversity and leverage against potential losses in the stock market. You can choose your own assets including commercial and residential property, raw land, as well as tax liens and deeds.
Millions of investors are seeking professional advice for investing trillions of dollars in U.S. retirement assets. Understanding and embracing self-directed IRAs means a new source of clients, investors, and capital.
Join like-minded investors where you will have the unique opportunity to network, pitch, and promote some of your haves and wants. All are welcome and are encouraged to present topics for discussion to the group. Read More
Investing in startups and private equity can be great ways to create wealth—especially if you can get in on the ground floor—but most people have more questions than answers. Saxon Baum of Florida Funders explains how to invest in startups and how companies like Florida Funders find … Read More
With open enrollment right around the corner and COVID-19 still present in our lives, understanding your healthcare options is more important than ever. Alex Perny explains how your can protect your health while building wealth. Read More
Alex Perny shares a variety of strategies our clients have used to earn mailbox money, also known as passive income, in their IRAs. If 'More Money' with 'Less Effort' appeals to you, tune in to this Webinar. Read More
If you own a small business, are self-employed, or have a side gig, find out if the Solo 401(k) is the right retirement account for you and how it can help you save on your taxes while building your nest egg. Read More
With over 20 years combined experience and expertise, Scott Maurer and Alex Perny will explain how checkbook IRAs are structured, what benefits they offer, how to use an LLC or trust for checkbook control in a self-directed IRA, and much more. Read More