Oct. 15 (this Saturday) - How to Invest in Real Estate Tax-Free
For the year, The Dow Jones Index is up 994.27 points, or 5.7 percent. Have you also checked if the trading volume increases with the growth?
Would you have other choices for investment from your retirement account?
“How to Invest in Real Estate Tax-Free”
This is an introductory workshop on self-directed retirement plans focused on investments in real estate. It will provide investors and real estate professionals a basic knowledge of self-directed retirement plans and how they can be used for the purchase of real estate.
During the workshop you will learn about:
- The benefits of self-directed IRA's
- IRS rules that IRA investors must be aware of when entering into a real estate transaction
- Avoiding transactions with disqualified individuals and taxable events within an IRA
- The purchase of a single family home with self-directed retirement funds via a case study
- Leveraging your self-directed IRA
- Partnering with another IRA
- Purchasing property (100% IRA funds)
- An IRA asset's operating income and expense
And much more!
About our speaker:
Bill Neville, Business Development Manager
Bill Neville joined The Entrust Group over five years ago through his initial role as Manager of Operations for the company’s franchise program. When the program was discontinued, Bill stepped up to the task of managing the Compliance and Internal Audit departments. With a keen eye for detail and gaining valuable insights into the IRA industry, Mr. Neville kept Entrust’s educational programs and internal processes in line with industry regulations. Bill actively takes pride in the company’s growth and success, and is currently the Business Development Manager for Entrust’s San Francisco Bay Area office.
For over 30 years, The Entrust Group (“Entrust”) has provided account administration services for self-directed retirement and tax-advantaged plans.
As an administrator and record keeper, Entrust works to provide you more time and freedom to determine your financial future through a wide array of tax-deferred or tax-free options. Entrust does not promote any investments. Rather, Entrust provides the administration, information, and tools to make self-direction straightforward and compliant.