Rookie Nook: Leveraging Your Retirement Funds!
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- 07/23/26 05:30PM - 07:30PM America/Chicago
- Whole Hog Cafe, 3009 N College Fayetteville, Arkansas 72703
- $20
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Just getting started or Building your portfolio? Don't miss this little know strategy for funding your projects! Learn how to leverage your retirement fund for Max Profit with Low Tax Impact!
Utilizing your retirement funds is a great tool for moving your real estate projects forward, but there are a few things you need to know. Meagan will walk us through best practices for getting the most $$ from your funds while minimizing the impact on taxes. She'll share:
- Pros & Cons of borrowing retirement funds
- Picking a Trustee you can work with
- Roth vs 401k
- What is a Real Estate IRA
- Leveraging funds with a bank
Meagan Barkley is an investor, local CPA and founder of Merit Tax who has leveraged 14+ years in the corporate world to open her own practice. Her investing experience has taught her the value of planning demonstrated in her tagline: Built on Planning, Not Panic