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Updated over 6 years ago on .

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Neal Bawa
  • Rental Property Investor
  • Fremont, CA
104
Votes |
122
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Get Control! Using Your IRA or 401k to Invest in Real Estate

Neal Bawa
  • Rental Property Investor
  • Fremont, CA
Posted
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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 us online with our guest presenter Scott Maurer of Advanta IRA, as he talks about everything you need to know about SDIRAs, its definition, types and how you can use them to invest in a private partnership.

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.

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Monday, March 18th, 6PM Pacific
CLICK HERE TO REGISTER
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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


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

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Monday, March 18th, 6PM Pacific
CLICK HERE TO REGISTER
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