3-Hour Continuing Education Class IRA and 401(k) Real ...€¦ · IRA and 401(k) Real Estate...

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3-Hour Continuing Education Class IRA and 401(k) Real Estate Transactions: Process and Documentation Many retirement investors are unaware that IRAs can invest in real estate. This workshop provides the following: • A comprehensive understanding of self-directed IRA real estate investing • Knowledge of IRS rules and regulations on tax-advantaged accounts • Understanding of disqualified persons and prohibited transactions • Expertise about the advantages of utilizing debt-leverage and non-recourse loans • Guidance on proper titling of real estate contracts and closing documents Knowing the benefits of tax-advantaged accounts allows real estate professionals to enhance client relationships. This class makes self-directed IRA real estate investing clear and accessible so that real estate professionals can capitalize on this rich market! Free for members and $50 for non-members Clay Malcolm, Chief Business Development Officer In his role with New Direction Trust Company, Clay Malcolm has shared his expertise regarding self-directed IRAs and HSAs at speaking engagements across the United States. He teaches continuing education classes for CPAs, CFPs, and real estate professionals. Clay has more than 20 years of management experience, as well as an extensive teaching background. He received his Bachelor of Science degree in communications from Northwestern University. Wednesday, February 13, 2019 1:00 pm - 4:00 pm www.ndtco.com 877-742-1270 Tuscaloosa Association of Realtors 2007 Paul W. Bryant Dr. Tuscaloosa, AL 35401

Transcript of 3-Hour Continuing Education Class IRA and 401(k) Real ...€¦ · IRA and 401(k) Real Estate...

Page 1: 3-Hour Continuing Education Class IRA and 401(k) Real ...€¦ · IRA and 401(k) Real Estate Transactions: Process and Documentation Many retirement investors are unaware that IRAs

3-Hour Continuing Education Class

IRA and 401(k) Real Estate Transactions: Process and Documentation

Many retirement investors are unaware that IRAs can invest in real estate. This workshopprovides the following:

• A comprehensive understanding of self-directed IRA real estate investing• Knowledge of IRS rules and regulations on tax-advantaged accounts• Understanding of disquali�ed persons and prohibited transactions• Expertise about the advantages of utilizing debt-leverage and non-recourse loans• Guidance on proper titling of real estate contracts and closing documents

Knowing the bene�ts of tax-advantaged accounts allows real estate professionals to enhance client relationships. This class makes self-directed IRA real estate investing clear and accessible so that real estate professionals can capitalize on this rich market!

Free for members and $50 for non-members

Clay Malcolm, Chief Business Development O�cer

In his role with New Direction Trust Company, Clay Malcolm has shared his expertise regarding self-directed IRAs and HSAs at speaking engagements across the United States. He teaches continuing education classes for CPAs, CFPs, and real estate professionals. Clay has more than 20 years of management experience, as well as an extensive teaching background. He received his Bachelor of Science degree in communications from Northwestern University.

Wednesday, February 13, 2019 1:00 pm - 4:00 pm

www.ndtco.com 877-742-1270

Tuscaloosa Association of Realtors 2007 Paul W. Bryant Dr. Tuscaloosa, AL 35401

Self-Direction Solo 401(k) Solo 401(k).pdf · 2008© Security Trust Company Roth Solo 401(k) Provision and Roth IRA Combination A Powerful Tax-Free Earning Opportunity! o Roth IRA

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Investment Advisor 401(K) ROLLOVER TO IRA … › wp-content › uploads › 2017 › ...2017/06/06  · 401(K) ROLLOVER TO IRA Disclosure, Recommendations and Checklist June 6, 2017

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REAL ESTATE IRA/401(k) INVESTOR’S GUIDE - Real · PDF fileREAL ESTATE IRA/401(k) INVESTOR’S GUIDE ... even if you’re a veteran real estate investor, ... Non-Recourse Lenders

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Presents IRA LLC Solo Plan Tax Free · Buying real estate is as easy as writing a check! • Tax Advantages:You have all the tax advantages of traditional IRA or 401(k) plan, as well

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Self-Directed IRA Application Packet · If you have a current IRA or 401(k) and you’d like to roll over or transfer funds into your account with IRA Innovations, you’ll also need:

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Roth IRA Conversions - prinsuco.com IRA Conversions.pdf · IRA to Roth IRA conversions. When you receive a distribution from your 401(k) or other employer plan, your employer is required

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Real Estate Manuscript - American IRA...an IRA, Roth IRA, 401(k), SEP or other retirement account, they limit their thinking to stocks, bonds, mutual funds and money markets. But if

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