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.

Upcoming Workshops

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The Alternative Real Estate Asset You’ve Never Heard Of

With Guest Speaker: Jim Hiza – Carolina Natural Resource Group

Explore the potential of investing in oil and gas royalties within your self-directed retirement plan(s) with Executive Director Nate Hare and special guest Jim Hiza, the founder, and managing partner at Carolina Natural Resource Group. Jim brings over 15 years of financial advisory experience to the table, and his journey led him to discover the advantages of oil and gas royalties as an alternative to traditional Wall Street investments. His passion for this asset class was so strong that he made a significant career shift in 2010, selling his financial planning business to focus on helping individuals invest in royalties. As a licensed CPA, Jim is well-equipped to educate others about the IRS-approved assets suitable for inclusion in IRAs. Don’t miss this exclusive workshop where you can bring your questions and comments, and together, we’ll delve into this lesser-known yet highly potent alternative investment opportunity.

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What is UBIT and How Do You Structure Investments Around It?

Learn to navigate the complexities of Unrelated Business Income Tax (UBIT) and optimize your investments. Whether you’re a seasoned investor or new to self-directed IRAs, understanding UBIT is crucial. This workshop covers its essentials, triggers, implications, and strategies for mitigation.

Gain insights into UBIT/UDFI definitions, key scenarios, and practical solutions. Real-world examples and case studies will enhance your learning. Empower yourself to make tax-efficient and compliant investment decisions with this interactive session.

Past Workshops