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Events

Wed 25 Jul
 12:00 PM Mountain Time

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!

Thu 16 Aug
 12:00 PM Mountain Time

401(k) vs. IRA
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Not all retirement plans are created equal. Join us for this webinar to learn about Individual 401(k)s, their benefits to self-employed investors, and how they differ from IRAs.

Tue 11 Sep
 12:00 PM Mountain Time

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!

Wed 26 Sep
 12:00 PM Mountain Time

Private Lending with Your IRA
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This live webinar will cover the basics of your IRA, HSA, or Individual 401(k) and how they can be utilized as an investment bank via secured or unsecured notes. It will also cover potential disqualified persons, IRS rules, and possible security documents to consider before investing. 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!

Tue 09 Oct
 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 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!

Tue 23 Oct
 12:00 PM Mountain Time

All About UBIT
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Many people have heard about Unrelated Business Income Tax (UBIT) but few truly understand how it can apply to a retirement account. It is true that IRAs sometimes pay tax, but don’t let that scare you from using your retirement account to its fullest potential. This presentation, sponsored by IRA Tax Services, defines when UBIT applies, not to estimate cost and strategies to avoid it altogether.

Thu 08 Nov
 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.

 
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