Free Online Training

GET CONTROL

USING IRA OR 401K

TO INVEST IN REAL ESTATE

With Scott Maurer

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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!

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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

The different types of retirement accounts that can be self-directed

How the funds are moved tax-free between custodians

How self-directed retirement funds can be invested in a private partnership

What is involved to move funds out of the stock market

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

MEET YOUR PRESENTERS

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