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
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  • Lectures 26
  • Length 1.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 2/2016 English

Course 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.

What are the requirements?

  • Understand how to buy a house
  • Want to make their own investment decisions

What am I going to get from this course?

  • 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.

What is the target audience?

  • 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

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction
Introduction
Preview
02:14
Disclaimer
Preview
01:39
Disclaimer
Article
Section 2: The Basics
The Basics
Preview
15:55
3 Types of income from real estate
Preview
Article
Section 3: Different types of retirement plans
Different types of retirement plans
04:47
Section 4: What are the different roles involved in helping run a plan and why do you need
The Different Roles
06:02
Who Can Help?
Article
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
Section 5: Investment Rules
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
Section 6: Acquiring Real-Estate in the plan
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

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Instructor Biography

Paul Cunnington, Unintentional Economist & Cash Flow Engineer @MyGreenCapital

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.

Instructor Biography

CISP Joe DiDomenico, Retirement Plan Administrator

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.

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