Lending and Creative Financing Inside Your IRA: A Free Workshop

Most investors have money they forgot they could use.

An old 401(k) from a job you left. An IRA sitting in index funds since 2019. A Roth you opened and never touched. That money can buy a house, fund a note, or back an earnest money deposit, and most people never find out.

The second half of the day matters even more. Every person in your network with a retirement account is a possible lender. Learning how that works is how you stop competing for the same bank money as everybody else.

Friday, September 11. 11:00 AM to 4:00 PM. 5975 S Quebec St, Suite 275, Centennial. No cost to attend, registration required. Food at 11:00 when doors open, plus a break at noon.

WHO IS TEACHING

Daniel Tercey, Manager of Affiliates and Business Development at Directed IRA, the custodian that actually holds these accounts.

Nate Hare, CISP, RMLO, Vice President of Sales and Strategic Relationships at Directed IRA.

Ed Peugh, an investor out of the Charlotte metro running short term and long term rentals, multifamily, flips, wholesale, and creative deals since 2005.

THE DAY

11:00, doors, food, and IRA basics. Traditional, Roth, Solo 401(k), SEP, HSA, and Coverdell. What buying an alternative asset actually looks like, and how to open an account.

12:00, break.

12:30, private money lending inside an IRA. When, why, who, and how to structure a note.

1:30, creative financing applied. How to get money and how to use it, with real deals.

2:30, working Q&A.

3:00, live deal workshop. All three on stage with real numbers.

4:00, happy hour, open to the public and listed separately.

BRING A DEAL

The 3:00 session works better with something real in the room. Bring one you are looking at, or one you passed on and still think about.

THE THING PEOPLE GET WRONG

"My account is too small for this." Daniel has an example of a $500 earnest money deposit that turned into $125,000 by picking up an option and finding a buyer. Small accounts are the ones that gain the most from knowing the rules.

Why a Friday: the people who can get away midweek are usually self employed or recently out of a job, which is exactly who has a rollover sitting idle.

Register: https://events.coloradorecon.com/91126-ira-investing

RSVP here so your group knows you are coming, then register at the link above. The link is what reserves your seat.

Colorado RE•CON produces this event with Directed IRA, a tradename of Directed Trust Company and a passive custodian. Nothing presented is investment, tax, or legal advice.