Alamo REIA Presents Equity Trust coming for a 1 Day Workshop September 14, 2019
Registration: 8:00 AM
Workshop Begins: 8:30 AM
Lunch will be provided
Self Directed IRA's and using them to invest in Real Estate
- Deep dive into the 7 tax-advantaged accounts
- Client case studies are used to illustrate how Equity Trust clients are using each account
- Understanding tax-free accounts.
- Moving funds into tax-free growth accounts
- Single family, multi-family and commercial property investments
- Joining multiple accounts together for larger investments
- Understanding UBIT and UDIF and how to mitigate
- Inherited IRAs
- Local client panel—hear from local Equity Trust clients and get idea on what is working locally
- ****Working lunch (lunch is provided)—bring your current deals to whiteboard how to maximize savings
- Real Estate Joint Ventures—how to form with small dollar investments
- Growing small dollar accounts
At the September 14th workshop, Jessica Zientarski, Sr. Account Executive will be available to meet with attendees one-on-one to answer their specific questions.
