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Debt Leveraged Real Estate
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Did you know your IRA can get a mortgage loan? Join us live to learn how to maximize your purchasing power by using debt leverage in real estate IRA investing. We’ll teach you how IRA financing works, a bit about loan eligibility, how to find lenders, and how using leverage may affect your returns.

Foundations of Self-Directed IRAs
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This informal webinar will cover IRA basics and the many advantages of a self-directed IRA. Learn how you can benefit from alternative assets such as real estate, precious metals, hard money lending, etc. Take the first step to controlling your retirement!

Private Lending with Your IRA
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This live webinar will cover the basics of your IRA, HSA, or Individual 401(k) and how they can be utilized as an investment bank via secured or unsecured notes. It will also cover potential disqualified persons, IRS rules, and possible security documents to consider before investing. This presentation is perfect for those who have an interest in the basics before deciding if this asset is in line with their investment goals. Join us and learn how helping others can help grow your retirement!

All About UBIT
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Many people have heard about Unrelated Business Income Tax (UBIT) but few truly understand how it can apply to a retirement account. It is true that IRAs sometimes pay tax, but don’t let that scare you from using your retirement account to its fullest potential. This presentation defines when UBIT applies; it does not estimate costs or provide strategies to avoid it altogether.

Tax Considerations for Real Estate Investing in an IRA vs. Outside of an IRA
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This webinar provides an overview of the tax tools utilized in IRA real estate investing in contrast to non-IRA real estate investing.

Traditional vs. Roth and the Role of Conversions
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Conversion rules are very open at the moment. What should I be thinking about in terms of Traditional versus Roth?

Building Wealth Through Health with an HSA
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What if you could tackle healthcare expenses through the same alternative investment options as your IRA or 401(k)? Self-directed Health Savings Accounts (HSAs) continue to gain traction as tax-advantaged vehicles for alleviating the stress of paying for inevitable medical expenses. Join us for this FREE webinar to learn about qualifying for an HSA and identifying qualified medical expenses.

Tax Day Contribution and Distribution Strategies
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The upcoming filing deadline can bring your tax-advantaged savings strategies into focus. How can you make the most of your self-directed retirement plans and keep more money in your pockets when Tax Day rolls around? This webinar will cover potential strategies for optimizing the tax benefits of your contribution and distribution activities.

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!

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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