This series is intended to help investors better understand self-directed retirement plans, their tax advantages, and the different ways they can be used to invest directly into Real Estate, Promissory Notes, Private Equity, and other Alternative Investment Opportunities.

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Upcoming Workshops

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Mastering Owner Financing, Wrap Around Mortgages, and Lease Options

With Guest Speaker: Ron LeGrand – Global Publishing

When it comes to creative real estate strategies, deal structuring, and building long-term wealth, there are not many who do it better than Ron LeGrand.  Ron has over 40 years of real estate investing experience buying everything from single-family flips, commercial properties, multi-family, hotels, private lending, and more. His specialty is creative financing and deal structuring. In this workshop, we’ll pry into the mind of Ron LeGrand and see where he’s finding real estate investment opportunities in 2023 and beyond. We’ll touch on techniques such as owner financing, wrap-around mortgage, lease options, and how you can successfully navigate such strategies in a self-directed IRA.

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Finding Investment Opportunities Through Probate

Join Nate Hare, as he welcomes probate attorney Al Nicoletti and real estate investor Ed Peugh.  Al covers the probate niche and how to find success with complex title issues that many investors shy away from.  We’ll discuss what probate is, key terms you should understand as an investor, how you can find opportunities in the probate market, how to analyze a probate deal, and how to buy probate property.  We also welcome real estate investor Ed Peugh, with CLT Buyers.  Ed will discuss his experience on how he has successfully navigated probate to buy investment properties.  This is another great educational opportunity to learn more about a niche investment that fits within a self-directed retirement plan.

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Using Joint Ventures and Partnering to Grow your Self-Directed Retirement Plans

As a continuation of our popular workshop “Big Real Estate Strategies with Small IRAs,” we expand on the topic to discuss Joint Ventures and Partnering. These can be great strategies to help your self-directed IRAs, HSAs, and 401Ks grow exponentially. As with all investment structures and strategies, one must navigate with caution and understand the rules of engagement.  This will be a great educational webinar for anyone with an old 401k, IRA, or HSA regardless of size, looking to expand their investment choices for retirement.

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Self-Directed HSA’s and ESA’s to use Profit NOW!

Want to see how a self-directed IRA investor used $100 in an ESA to pay for $40,000 worth of private school for his daughter completely tax-free? Or maybe you’d like to see how an HSA can be used to buy a new car with tax-free dollars? Sound impossible…make sure you tune in to our next workshop to learn how they did it. Remember, there are 7 tax-exempt plans that you can self-direct. The 2 plans are often under-utilized, but perhaps the most important to investors with families are the Self-Directed Health Savings Account (HSA) and Coverdell Education Savings Account (ESA).

Both accounts can be self-directed and invested in alternative assets like real estate, but the most significant benefit comes from their distributions. Distributions can be tax-free TODAY to pay for qualified health expenses for you and your family or qualified education expenses for your kids or grandkids. Understanding how to use these plans can help you keep more profit on your investments and pay for costs already incurred today. No need to wait until retirement! Join our workshop to learn more about how these plans work and how they can be self-directed.

Past Workshops