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Updated over 3 years ago on .
“Raise Private Money Legally” podcast
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- 09/23/21 09:00AM - 10:00AM America/Los_Angeles
- https://us06web.zoom.us/j/81549834599
- 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!
The proposed $3.5T Reconciliation Bill currently being debated by Congress may prohibit investors with Self-Directed IRAs from investing in Private Placements that require the IRA owner to meet certain minimum financial, educational or licensing requirements — i.e., Regulation D, Rule 506 Offerings. Worse yet, those with current investments could be required to divest them within a couple of years — requiring recapitalization of the investment or loss of IRA tax benefits for IRA funds that remain invested beyond the deadline.
Join us Thursday, Sept. 23, 2021, at noon Eastern time/9 a.m. Pacific time, as our “Raise Private Money Legally” podcast focuses on the issue with "Pending Legislation Alert for Syndicators & Self-Directed IRA Investors." We’ll get the details from Kaaren Hall, uDirect IRA Services CEO & Board Member of the Retirement Industry Trust Association.
You can read more about this, along with other news for syndicators and investors, in the September edition of our newsletter, Syndication Snapshot. Access our newsletter at this link: https://bit.ly/3CAFtIV
T... add a calendar reminder for Thursday's podcast: https://evt.mx/nWj8puMqPending Legislation Alert for Syndicators & Self-Directed IRA Investors