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Creative Account Strategies
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Tax advantaged accounts like IRAs, HSAs, and Individual 401(k)s can be a major part of your overall financial strategy. Join us for this webinar, which describes some of the most effective uses of these accounts. We will discuss topics like cash flow to cover Required Minimum Distributions after 70½, distributing your IRA’s beach house to yourself after 59½, Traditional to Roth conversions, which retirement accounts can be rolled over into other accounts, generational wealth issues, and long term investments for health care expenses. Bring your imagination and any questions that you might have!

Private Lending - Secured by Real Estate
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Learn about the key elements of creating a private loan that is backed by real estate. Travis Abbott with Invest 1 Financial will share why private loans secured by real estate can be an effective investment strategy in any economy. Travis will discuss the important due diligence items you need to confirm, and he'll describe the key documents required to secure your private money loan.

Four Ways for an IRA to Participate in Real Estate
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There are many different asset types an IRA can purchase. While purchasing physical real estate is a popular choice, there are three other ways an IRA can participate in real estate investing while adhering to IRS rules. An IRA can partner with other IRAs for bigger purchasing power, it can create an entity such as an LLC, or it can be a lender to any non-disqualified person or entity. Depending on which method you choose, there are specific processes that must be followed to stay within IRS boundaries. Join us for this live webinar to learn more about all the different ways your IRA can invest in real estate today!

Tips for Research & Due Diligence
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All investments bear varying degrees of risk, but knowing those risks and conducting prior research will always strengthen your strategy. Join us for this webinar to discuss asset-specific due diligence practices that will help mitigate your exposure and maximize your earning potential.

Get Started with a Self-Directed IRA
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Are you ready to truly diversify your retirement strategy and hedge your bet against volatile securities markets? Join us for this webinar to explore alternative asset options and better understand IRS regulations surrounding self-directed retirement accounts. We will discuss common investment options like real estate, precious metals, private equity, private lending, and many more!

A Close Look at Checkbook IRAs
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Self-directed retirement provides hands-on investment opportunities, but what if you could exercise even more control over your tax-advantaged dollars? A Checkbook IRA could provide such flexibility, but it’s important to understand the nuances of this investment model. Join us for this FREE webinar to learn more about the pros and cons of Checkbook IRA investing.

 
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