Unlocking Retirement Capital
5 attendees from 3 groups hosting
Details
How Accredited Investors Use Self-Directed IRAs to Acquire Real Estate
Many accredited investors have substantial retirement capital sitting in IRAs or former employer 401(k)s with limited control over how it’s invested.
This in-person workshop will walk through how experienced investors legally reposition retirement funds into real estate using self-directed IRAs and rollover strategies.
During this session, you will:
- Learn how self-directed IRAs and Solo 401(k)s work
- Understand rollover eligibility and timelines
- Review key compliance rules and prohibited transaction pitfalls
- Begin the account setup and rollover process on-site
Representatives will be available to assist attendees in opening accounts and initiating transfers.
In addition, we will review an exclusive real estate investment opportunity structured specifically to accommodate self-directed IRA capital.
This session is designed for accredited investors seeking greater control, tax-advantaged growth, and direct access to discounted real estate investment opportunities.
Space is limited due to the interactive format.
Registration required.
Thank you to Our Event Sponsors:
Peoples Capital Group - Passive Real Estate Investments
Cama Plan - Self Directing Retirement Funds
Breakfast will be served. Limited to 20 attendees.
Event venue has plenty of free parking.
