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