We’ll discuss the tax law changes from last year as well as new legislation and how it will impact you individually, in your business and in your retirement plan. Understanding your tax position will help you- especially as we enter an election year in 2020.
Learn what changes are important to you and if you need to do anything to re-position yourself.
Over the past several years, note investing and private lending have become popular within self-directed accounts. Many investors have been able to earn better returns than stocks and bonds without the volatility of those markets. Come join us to learn exactly what notes and private lending is and why they have become a large investment […]
Did you know IRAs can borrow money to purchase assets? Real estate investors understand the power of leverage and the sharp ones have been doing this inside their self-directed IRA. Join us and understand the proper techniques to do it right.
Are you a rehabber with most of your capital tied up in retirement plans or a rehabber without any retirement plan? Come join us to learn how to solve both problems and gain insight on how to make the most of rehabbing with your IRA!
Not enough personal funds to invest? Not enough money in your IRA to invest? Learn how to 'pool' these two groups of capital together to invest properly and avoid the pitfalls.
Join us for constructive input on getting your investment to the finish line.
As we enter the last quarter of the year, it’s a good time to think about whether your business should add a retirement plan. All businesses from sole proprietors to corporations have retirement plan options. We’ll teach and discuss the options and whether you can self-direct those plans.