Updated almost 7 years ago on . Most recent reply
Untapped Resource: Raising Capital Using Self-Directed IRAs
1 Reply
- 12/12/18 06:00PM - 07:00PM America/Los_Angeles
- https://multifamilyu.com/untappedresource?ref=bp
- Free
Disclaimer: BiggerPockets does not support or sponsor any meetups unless otherwise noted. Do your due diligence before attending any events. You may be agreeing to attend an event that includes promotion, pitching, or high-pressure sales tactics or techniques. There may be pitching of products, services or properties at this event!
Join our special guest presenter Scott Maurer of Advanta IRA and discover how you can take financial control of your retirement dollars and put them to use in investments that you control.
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Wednesday, December 12, 6PM Pacific
Click Here to Register
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WHAT IS AN SDIRA
A self-directed individual retirement account (SDIRA) is an individual retirement account (IRA) in which the investor is in charge of making all the investment decisions.
WHAT YOU DONT KNOW
When it comes to raising capital and investing in real estate, many syndicators and investors are often unaware of a largely untapped resource: retirement accounts!
MIND BOGGLING FACTS
There is over $8.3 trillion in IRA accounts, and even more than that sitting in 401ks and other employer-sponsored plans
WHAT YOU'LL LEARN
~ The different types of retirement accounts that can be self-directed
~ How the funds are moved tax-free between custodians
~ How self-directed retirement funds can be invested in a private partnership
~ What is involved to move funds out of the stock market
~ Why IRAs can be a great and easy resource to tap into for both your existing investors and future ones
For those individuals looking to raise capital, Scott will explain why IRAs can be a great and easy resource to tap into for both your existing investors and future ones as well. Scott will also go over how Advanta can provide you with the tools and resources to help unlock this new source of capital.
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Wednesday, December 12, 6PM Pacific
Click Here to Register
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MEET YOUR PRESENTER
SCOTT MAURER
Advanta IRA
Scott is the Director of Business Development for Advanta IRA. Advanta specializes in administering self-directed IRA and retirement accounts. Scott has worked for Advanta since 2006, and is a frequent speaker and lecturer on the topic of self-directed IRAs and using retirement funds to invest in real estate and other alternative assets.
As the Business Development Director, Scott oversees the sales, marketing and education staff to insure that new clients receive proper guidance and support when establishing relationships with Advanta. Scott has also worked with numerous individuals and companies to educate them on how self-directed IRAs can be used in their capital raising strategies.
Scott is also an attorney and a member of The Florida Bar, although he does not give legal advice to Advanta clients