First Fridays at SIG: Self-Directed Retirement Account Investing
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75% of cash is tied up in retirement accounts, yet less than 3% of those funds are being used for direct investments in real estate. Why would you not want to learn more about how to unlock those funds?
We are super excited to have the CEO of Preferred Trust Company, Carrie Cook flying to our Seattle office this Friday, 9/2 from 11a-1p! She is going to lead an in-depth discussion on EVERYTHING self-directed retirement account investing.
Some deep dive questions such as:
- Can you invest in your own projects with an SDRA?
- How to set up an SDRA
- What projects are allowed/disallowed?
- How is UBTI/UDFI handled?
- What is required at tax time?
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What are First Fridays at SIG?
Every first Friday of the month, Spartan Investment Group invites you to join us at 11:00 AM PST for an investor educational Meetup at Spartan's Seattle office, 1725 Westlake Ave North, Suite 210. It's an opportunity to connect face to face to visit, talk and learn together from industry experts from a variety of backgrounds and perspectives, all related to investing for passive income.
Light lunch is provided. Always free. Zoom join link provided for online attendees.
Feel free to park on the east side of Westlake Ave North across from the building with the sign" Beechers" on it. After crossing Westlake, enter our office on the right side (north end) of the building. Ted Greene will be waiting outside the building to let you in. Come hungry, ready to socialize and have fun!
For Zoom attendees the content will begin at 11:30 AM PST and you can register for the webinar by clicking the link:
https://spartaninvestors.zoom.us/webinar/register/WN_IiCi_C2gQrKDba27EB5d_A
First Fridays at SIG: Self-Directed Retirement Account Investing