Self Directed IRA Investing Strategies through Real Estate

TOPIC

Mat will cover the following topics applicable to real estate investors

• Why Every Real Estate Investor Should Understand How to Use Retirement Plans In Real Estate Investing.

• Self Directed IRA Investment Options (Direct Title, Loans/Deed of Trust Lending, IRA/LLC).

• How Self Directed IRAs Can Partner in Real Estate Deals With Others Individuals or IRAs.

• How Self Directed IRAs can Lend Money to Other Real Estate Investors.

• Avoiding Common Pitfalls in Self Directed Real Estate Investing (prohibited transactions and UBIT tax).


Speaker: Mathew N. Sorensen, Partner

KYLER KOHLER OSTERMILLER & SORENSEN, LLP


Mat is a partner at KKOS Lawyers in its Phoenix, AZ office. KKOS Lawyers assists clients nationwide from its offices in Arizona, Utah, and California. Mat’s practice areas include self directed retirement plan law, business entity formation, tax law, real estate, and securities law. Mat is the author of The Self Directed IRA Handbook: An Authoritative Guide for Self Directed Retirement Plan Investors and Their Advisors, an Amazon.com bestseller. The Self Directed IRA Handbook was released in January 2014 and was the #1 Hot New Release on Amazon/Kindle in January 2014 in the retirement planning category, and was ranked as the #3 overall Best Seller in January in the same category.

Agenda:

6:30 - Networking

7:00 - Introductions

7:15 - Presentation

9:15 - Networking

Price: $15

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  • Saul S.

    A great way to access and leverage an important source of money!

    1 · August 1

  • Fred

    Good meeting you all

    1 · July 31

  • Liz F

    Very informative! Appreciate the education and not the hard sell.

    1 · July 31

  • Liz F

    Very informative! Appreciate the education and not the hard sell.

    July 31

  • Ruben B. A.

    great event, I had to leave a little early though. Looking forward to the next one!

    1 · July 31

  • Danny R.

    looking forward to it.

    1 · July 30

  • Robert C.

    I m coming the meeting

    1 · July 30

  • Fred

    Looking forward to this. -realestatefred.com

    1 · July 29

  • Jim P.

    Can we pay at the door?

    July 28

    • Mathew O.

      Yes, we do take payment at the door as well.

      July 29

  • Greg P.

    I was just notified that I was accepted as a new member of this group. Being a 20+ year resident of Long Beach, I am glad to have this new opportunity to meet others with similar goals of investing in real estate. I am really looking forward to meeting everyone.

    1 · July 8

Your organizer's refund policy for Self Directed IRA Investing Strategies through Real Estate

Refunds are not offered for this Meetup.

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