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Events

Thu 03 May
 12:00 PM Mountain Time

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 3 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!

Tue 15 May
 12:00 PM Mountain Time

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., and take the first step to controlling your retirement!

Thu 31 May
 12:00 PM Mountain Time

UBIT From Operating Income
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Yes it’s true, IRAs may be subject to taxes, but only in certain circumstances. This insightful webinar defines when UBIT applies, particularly as it relates to taxable income from an entity like an LP, PTP, LLC, etc. Get the facts about Unrelated Business Income Tax, and learn how to stay on the right side of the IRS. Join us !

Tue 12 Jun
 12:00 PM Mountain Time

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.

Thu 28 Jun
 12:00 PM Mountain Time

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.

Tue 10 Jul
 12:00 PM Mountain Time

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!

 
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