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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.
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|Section 1: Introduction|
|Section 2: The Basics|
3 Types of income from real estatePreview
|Section 3: Different types of retirement plans|
Different types of retirement plans
|Section 4: What are the different roles involved in helping run a plan and why do you need|
The Different Roles
Who Can Help?
Transferring funds - what are the rules
Rollover part 2
How do you use IRA Funds to buy real-estate
|Section 5: Investment Rules|
Rules Around what you can and can't invest in,
Dispelling myths around leverage in a retirement account
Prohibited Parties. Who you can and can't partner with.
Fees and who can receive them
Using IRA funds to Invest in a private company
Maintaining "good standing" & keeping the IRS happy
Personal and company contribution limits - They are not what you might think.
How much do you need have to make self directing your retirement a good option.
Can you take a loan from your retirement plan?
|Section 6: Acquiring Real-Estate in the plan|
Can you flip properties in an IRA or 401K
Buy and Hold in an IRA or 401K for rental income. Does it make sense?
Buying and selling real estate in an IRA or 401K
Real-Estate Distributions from your IRA or 401K
With over 20 years of global experience and connections, as an executive in a Fortune 50 technology company, I have worked to make many innovative ideas become real and turned them into successful global businesses. This experience has given me a practical view of economics & finance from a real world perspective. Living and dying by my decisions gives me a unique viewpoint on the hidden forces of the money machine that drives the real world.After living in 3 countries and experiencing different financial systems, I found myself questioning things that a lot of people took for granted. My uncle, who was an international currency trader in London, reinforced this by sharing stories of how a few individuals where able to change the forces of governments-take them on and win. In the process I became an unintentional economist. Thus, I have an alternative view of financial forces and headwinds that affect people’s lives such as the power of debt for good and bad, the true risks associated with different types of investing, and how different people hack the system. To do well today most people need to overcome the financial headwinds they are burdened with. By applying this knowledge it has allowed me to gain time back in my life to spend it on things that create meaning not just the daily grind of trading time for money. I have a great desire to share what I have learned along the way, mentoring others and helping them find their path and devising creative ways to capitalize on various market and economic events. Nowadays, having fun, presenting at conferences on economics and other financial topics, and building a coalition of the willing to take on the world, is my passion; I hope you can join me on this journey.
Joe is the CEO of WealthFlex, a self-directed retirement plan administrator, and a frequent public speaker on how to utilize private investments in retirement plans. Joe used his IRA to purchase a 16 acre baseball park in Olympia, WA as well as invested in other private companies. He has made several angel investments over the years and is a former Merrill Lynch stock broker and CitiGroup Senior Vice President. His deep knowledge of IRA structures and retirement plan permissibility rules have made him a vital adviser to thousands of alternative investment transactions in retirement accounts.