News & Events

Lunch Seminar - Self-Directed Essentials

Would you like the freedom to self-direct your IRA into commercial property, rentals, rehabs and raw land? Would you like to gain more business by helping your clients invest their retirement funds into real estate? You can, with a self-directed IRA. Don't miss this opportunity to learn about ALL the investment options available for your IRA, including: real estate, mortgages, notes, LLC's, private stock and more. This course will provide you with the basics of self-directed retirement plans, the benefits and the different types of investments allowed in a plan. You will learn about the different types of plans, who qualifies and their contribution limits as well as which plan suits the individual depending on their status and how to maximize their benefits. Also, covered are the ten basic steps of how self-directed retirement account works, the IRS regulations and transactions that are not allowed, and disqualified individuals. Because seating is limited, please RSVP.