Real estate IRAs are popular with people who want diversity and leverage against potential losses in the stock market. You can choose your own assets including commercial and residential property, raw land, as well as tax liens and deeds.
Millions of investors are seeking professional advice for investing trillions of dollars in U.S. retirement assets. Understanding and embracing self-directed IRAs means a new source of clients, investors, and capital.
Are you taking advantage of up to $56,000 in potential deductions? It's not too late! This webinar will review all of the deadlines you need to be aware of to maximize your deductible contributions for 2018.
If you are self-employed and have a SEP, SIMPLE, or Individual 401(k) account, … Read More
Do you qualify for a Solo 401(k) but have not set one up yet? Are you not sure exactly what a Solo 401(k) is and if you qualify? Well, what are you waiting for?!
Dorsie Boddiford Kuni, full-time real estate investor and co-author of The Solo 401(k): The … Read More
Do you need tax deductions? Do you own your own business?
If you answered 'YES', a Solo 401(k) could be a great way for you to save thousands on your taxes while adding thousands to your retirement account. But the 2018 Deadline is approaching and you don't want … Read More
Come the Atlanta REIA West monthly meeting to hear Advanta IRA's Mike Ventry explain how to invest in real estate (and other assets) using your IRA or 401(k) funds. During this event, attendees will have an opportunity to network with like-minded investors and also will learn how … Read More
Have you ever missed out on an investment opportunity because you didn't think you had the funds? Many people leave an old job and forget about the money left they left sitting in an old qualified plan. Those funds are then left sitting in accounts subject to the … Read More
Are you interested in opportunities to grow your retirement wealth by investing in assets beyond traditional stocks, bonds and mutual funds? If you want to use your IRA to take advantage of unique investment opportunities, you need a self-directed IRA.
At this free lunch and learn seminar, you … Read More
Have you ever wondered about why everyone (your CPA, your financial advisor, and your friend who knows everything about everything) talks about the Roth IRA, Roth 401k and converting funds to Roth IRAs? That is because the IRS is giving you a playbook on how to create completely TAX FREE revenue … Read More
If you are self-employed, how are you saving for retirement? Are you using a SEP, SIMPLE or 401(k)? Are you not sure what retirement plans are even available to you?
Many people are familiar with 401(k)s, 403(b)s, or similar retirement plans that are available through their employer, but what happens … Read More
Are you tired of not having any control over your old 401(k) and being limited to only certain stocks and mutual funds? Or is your old 401(k) just sitting there, waiting for you to take action?
In this webinar we will be exploring your ability to take back … Read More
Join us for this upcoming webinar as we take a look at contribution limits and show you how to get the most out of your IRA.
Are you …
a sole proprietor?
a business owner with less than 100 employees?
an independent contractor?
a partner in a business?
In … Read More