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Events

Private Lending with Your IRA
Online
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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!

Creative Ways to Fund Your SDIRA and HSA
Online
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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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