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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!

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!

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.

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.

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!

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!

 
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