Free Online Training

IRAs and Solo 401ks:
Getting the Most from an Untapped Resource

With Scott Maurer

WHAT IS AN SDIRA

A self-directed individual retirement account (SDIRA) is an individual retirement account (IRA) in which the investor is in charge of making all the investment decisions.
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WHAT YOU DONT KNOW

When it comes to raising capital and investing in real estate, many syndicators and investors are often unaware of a largely untapped resource: retirement accounts!

MIND BOGGLING FACTS

There is over $8.3 trillion in IRA accounts, and even more than that sitting in 401ks and other employer-sponsored plans.

What You’ll Learn

How easy it is to get off the stock market rollercoaster and into an investment you control

Why self-directed IRAs aren’t as affected by Covid-19 (or any other pandemic!)

How you can move retirement funds tax-free to a self-directed IRA

What’s the process to place your retirement funds into different real estate investments

Why IRAs are a great and easy resource to tap into for both your existing investors and future ones

Meet Your PResenter

ANNA MYERS

Vice President, Grocapitus Investments

Anna Myers serves as Vice President at Grocapitus, a commercial real estate investment company in the San Francisco Bay Area. Anna is a third-generation commercial real estate entrepreneur who applies her 25+ years of experience in technology and business to finding, analyzing, acquiring and asset managing commercial properties in key markets across the U.S. Together with her business partner Neal Bawa, they approach real estate through a data science lens to create compelling profits for 1000+ investors.

As the lead underwriter for the company, Anna teaches deal analysis for MultifamilyU in quarterly Boot Camps. MultifamilyU is an apartment investing education company owned by the principal Neal Bawa. Also via MultifamilyU, Anna hosts weekly webinar events featuring top speakers in real estate. Anna is regularly interviewed on podcasts in the industry, with over 25 podcast appearances so far in 2019. Anna Myers also co-hosts two monthly Real Estate Investor Meetups in the Bay Area with over 1000 members.

Related to Syndication with Grocapitus, Anna and Neal have successfully completed Equity Raises of 25 Million dollars for Multifamily Acquisitions in the last 12 months, resulting in over 1300 units purchased. They are on track to close another 1300 in the next 12 months. As the asset manager for the Grocapitus portfolio, Anna again brings the data driven approach to track and insert optimizations to the properties to help drive property performance and investor returns

Scott is the Director of Business Development for Advanta IRA. Advanta specializes in administering self-directed IRA and retirement accounts. Scott has worked for Advanta since 2006, and is a frequent speaker and lecturer on the topic of self-directed IRAs and using retirement funds to invest in real estate and other alternative assets.

As the Business Development Director, Scott oversees the sales, marketing and education staff to insure that new clients receive proper guidance and support when establishing relationships with Advanta. Scott has also worked with numerous individuals and companies to educate them on how self-directed IRAs can be used in their capital raising strategies.

Scott is also an attorney and a member of The Florida Bar, although he does not give legal advice to Advanta clients

SCOTT MAURER

ADVANTA IRA

WHAT OTHERS SAY ABOUT NEAL’S TRAINING

Neal’s presentation was filled with invaluable information that is not readily available to the average investor. This group takes you to the elite level of investing. Many many hours of research must have gone into this presentation! Thank you guys for sharing it with me!!”

– Carlos Molina

Neal is an expert in real estate and rentals. He is the best teacher I have met in the last 3 decades and he is willing to share his knowledge to all attendees, including some potential competitors down the road. Thank you, Neal.”

– Eugene Sussli

“I’ve seen Neal Bawa present this content once before and it was without any doubt one of the the best real estate presentations of the year. The market overview is very well researched and both high level and very specific. A cant-miss presentation if you are considering buying or selling real estate this year!”

– Chris V, Stockton CA

Free Online Training

IRAs and Solo 401ks:
Getting the Most from an Untapped Resource

With Scott Maurer

LET US HELP YOU RECEIVE MORE PASSIVE INCOME

Questions/Troubleshooting: [email protected]

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