Using IRAs And 401(k)s To Buy And/Or Fund Real Estate Investments

Webinar: ID# 1036915
Recorded On-Demand
About This Course:
The vast majority of IRA and 401(k) accounts are invested exclusively in Wall Street products: stocks, bonds and mutual funds. The account holders typically have no idea that they can invest their tax-advantaged IRA and/or 401(k) monies in alternative assets such as real estate, private loans, private placements, etc.; let alone how they would go about doing so. The same limited outlook often holds true for their current advisors.

This webinar is designed to provide a road map for IRA and 401(k) investors, together with their legal, tax, financial and real estate professionals, to recognize and capitalize on the trillions of dollars accessible through IRA/401(k) accounts, the full spectrum of alternative asset investment opportunities, the beneficial tax-advantaged strategies and the effective asset protection techniques available for real estate-related investments using fully self-directed IRAs and 401(k)s.What You'll Learn:Asset Types That IRAs and 401(k)s Can Hold Under ERISA Rules
  • Prohibited Assets
  • Permitted Assets
How to Access Monies in Your Retirement Account for Real Estate-Related Investments
  • Establish a Fully Self-Directed IRA or 401(k)
  • Transfer/Rollover From an Existing IRA or 401(k)
  • Utilize Existing Employer-Sponsored Plan
Tax Advantages and Asset Protection
  • Tax-Deferred Returns
  • Tax-Free Returns
  • Protection From Creditors
Leveraging the Real Estate
  • Non-Recourse Financing
  • Debt-Financed Taxable Income (DFTI)
Using Entities to Hold Real Estate for IRAs/401(k)s
  • Checkbook IRA LLCs
  • Private Placements
The IRA/401(k) as Private Lender
Navigating the Potential Pitfalls
  • Prohibited Transactions
  • Unrelated Business Taxable Income

Using IRAs And 401(k)s To Buy And/Or Fund Real Estate Investments
or via On-Demand
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