How to use your IRA or 401K to invest in real estate
4.0 (25 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
150 students enrolled

How to use your IRA or 401K to invest in real estate

Learn about some alternative strategies to invest outside of the stock market with your retirement funds
4.0 (25 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
150 students enrolled
Last updated 2/2016
English
English [Auto]
Current price: $34.99 Original price: $49.99 Discount: 30% off
5 hours left at this price!
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This course includes
  • 1.5 hours on-demand video
  • 3 articles
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Set up a self directed IRA or 401K to invest in real estate
  • Understand the rules to keep the plan in good standing
  • Understand how to hold real estate in your IRA.
  • Understand the distribution rules when you get to retirement age.
Requirements
  • Understand how to buy a house
  • Want to make their own investment decisions
Description

If you are tired of trusting wall street with all of your retirement savings, come and learn about some alternative strategies to invest outside of the stock market with your retirement funds. The instructors have over 20 years of combined experience in alternative investing and want to help others take advantage of some of the opportunities available that wall street doesn't want you to know about. With our inside knowledge of the industry we want to help you implement a retirement account outside of the stock market the right way. This will allow you to invest in hard assets like real estate as opposed to paper assets that can be gamed by the financial system.

Who this course is for:
  • People who want to invest outside of the stock market with their retirement funds
  • People who want to hold real estate in their retirement account
  • Real estate professionals
  • People should not take this course if they are happy with stock market risks / returns and are not interested in diversification into other non wall street asset classes
  • People should take this course if they do not have a plan to get to more than $50,000 or more in their retirement account
Course content
Expand all 26 lectures 01:38:22
+ Different types of retirement plans
1 lecture 04:47
Different types of retirement plans
04:47
+ What are the different roles involved in helping run a plan and why do you need
5 lectures 17:43
The Different Roles
06:02
Who Can Help?
00:28
Transferring funds - what are the rules
04:49
Rollover part 2
02:12
How do you use IRA Funds to buy real-estate
04:12
+ Investment Rules
9 lectures 39:38
Rules Around what you can and can't invest in,
04:34
Dispelling myths around leverage in a retirement account
05:38
Prohibited Parties. Who you can and can't partner with.
04:30
Fees and who can receive them
04:34
Using IRA funds to Invest in a private company
04:40
Maintaining "good standing" & keeping the IRS happy
05:15
Personal and company contribution limits - They are not what you might think.
03:21
How much do you need have to make self directing your retirement a good option.
01:15
Can you take a loan from your retirement plan?
05:51
+ Acquiring Real-Estate in the plan
6 lectures 16:26
Can you flip properties in an IRA or 401K
02:58
Buy and Hold in an IRA or 401K for rental income. Does it make sense?
01:29
Buying and selling real estate in an IRA or 401K
03:43
Selling Assets
02:35
Real-Estate Distributions from your IRA or 401K
04:37
Closing Remarks
01:04