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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.

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.

Private Equity with Your IRA
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Have you considered investing in a private company with your IRA, but weren’t sure it was right for you? Join us for this introductory webinar on private placements purchased with tax deferred dollars, as well as the associated tax advantages. All businesses start out small at some point, but some go on to be pillars of the American Business Landscape like HP, Disney, IBM and GE. With the information in this interactive webinar, you can learn the basics of investing your retirement funds into the next potential big thing!

All About UBIT
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Many people have heard about Unrelated Business Income Tax (UBIT) but few understand how it can apply to a retirement account. It is true that IRAs sometimes pay tax as a cost of doing business in certain ways, but it is not a penalty. Don't let the unknown deter you from using your retirement account to its fullest potential. This presentation defines when UBIT applies, and we will discuss the basics of UBIT calculation.

Private Lending with Your IRA
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This live webinar will cover the basics of your IRA, HSA, or Solo 401(k) and how those accounts can become a lender via secured or unsecured notes. You find the borrower and negotiate the terms. Your IRA funds the loan and receives the principal and interest payments. 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!

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!

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.

 
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