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A Guide to Private Real Estate Investments
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There are numerous ways to invest in real estate, and finding a good match for your skill set and time constraints can be difficult. Please join Chris Tanner of New Direction Trust and Eric Mallon of 4 Mile Capital as they discuss the pros and cons of various real estate investments. Eric will discuss everything from direct ownership to investing in REITS, and will outline the important considerations for each type of real estate investment. Chris Tanner will discuss how these types of investments can be self-directed inside an IRA or HSA.

Creative Ways to Fund Your SDIRA and HSA
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Most people are famailiar with transfers, rollovers, and contributions as ways to fund retirement accounts and HSAs, but there are some unique strategies most people are not familiar with. Join us as we discuss some of these interesting strategies: Mega Back Door Roth, Max Funding an HSA Using an IRA Rollover, Overcontribution as a strategy to add funds when you've maxed out the annual contribution limit, In-Kind Transfers, and Strategic Roth Conversions - when do they make sense.

 
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