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Join us online for our Tax-Free Investing Focus Group featuring self-directed IRA expert Larissa Greene for an eye-opening deep dive into Raising Money in IRAs & 401(k)s: Case Studies of the Good, the Bad, and the Ugly!

What You’ll Learn & Explore:

  • Real-World Case Studies: Breakdown of actual deals—see what went right, what went sideways, and how structural decisions saved or derailed transactions.
  • The "Ugly" Pitfalls: Common IRS mistakes, prohibited transactions, and dealings with disqualified persons that can trigger costly tax penalties or account disqualification.
  • Raising Private Capital Legally: How to position your deals to passive investors looking to lend or partner using Solo 401(k)s, Roth IRAs, and traditional retirement accounts.
  • Creative Structuring: How investors combine IRA funds with personal capital, joint venture partnerships, or private mortgages to finance residential and commercial deals.
  • Interactive Q&A: Bring your specific deal scenarios, private capital questions, or retirement account ideas for live expert feedback!

Larissa Greene is a self-directed IRA investor and Director of Education at Advanta IRA. With over a decade of specialized experience, Larissa has helped thousands of real estate investors, CPAs, and private lenders master self-direction, structure tax-advantaged transactions, and build long-term wealth

(Note: To get registered for this Zoom workshop, you MUST register at our website, Register Here To Attend)
https://reia.app/6491A15L39

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