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We've Moved! 1062 us Hwy 92, Auburndale Florida 33823

If you're heading East Bound on 92 use the first turn around after going under the Parkway.

If you're heading westbound on 92 it will be the last access road on the right before the Parkway.

Retire using Self-Directed Retirement Accts-NON CE

Retire using Self-Directed Retirement Accts-NON CE

Tuesday, February 28, 2023 (10:00 AM - 1:00 PM) (EST)

Description

Course Description

Traditional financial services firms only let people save for retirement using stocks, bonds, and mutual funds. That’s not because there isn’t an alternative…. it’s because that’s how those financial institutions get paid. The federal law that created self-funded retirement plans is much broader then just these three types of investments.

In this course, you will learn about the many other types of self-directed investments you can make. We will discuss not only the types of accounts available but also how to leverage these accounts. This knowledge is critical for self-employed professionals and for assisting your customers and clients in accessing funds they may not have been aware they could use for real estate purchases. As a real estate profession, if you aren’t investing in real estate you are missing the wealth-building opportunity you are helping other utilize.

Objectives:

Upon completion of this course, will be able to:

• Understand the Employee Retirement Income Security Act (ERISA)

• Recognize prohibited transactions

• Understand non-recourse financing

• Understand Traditional IRA

• Understand Roth IRA

• Understand SIMPLE IRA

• Understand SEP IRA

• Understand SIMPLE IRA

• Understand Health Savings Account

• Understand the Coverdell Education Savings Account

• Understand the Solo 401k

• Understand how people use their Self-Directed Retirement Accounts

Zoom

Zoom link will come from Team Real Estate.

Event Contact
Melody Kassay
863-294-3163
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Tuesday, February 28, 2023 (10:00 AM - 1:00 PM) (EST)
INSTRUCTOR: Brian Woods
Categories
Classes
Registered Guests
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