Investing in Real Estate and Other Alternative Assets through IRA/401(K) Webinar

Description:

This webinar will be presented by Patrick Hagen and will be on self-directed retirement plans and investing in real estate and other ‘alternative assets’ with retirement funds (IRA/401k). The majority of investors (as well as financial professionals) don’t realize that they can purchase real estate within a tax deferred IRA. Patrick will explain the rules and regulations laid out in the Internal Revenue Code related to owning alternative assets within a retirement plan (publication 590, section 4975). The value to the attendee is they will be better prepared to answer their clients question when they inquire about investing in alternative investments through an IRA/401(k)

Patrick Hagen has worked in the self-directed retirement industry since 2005. He currently serves as Regional Business Development Manager for The Entrust Group overseeing all business development offices for the Central and Eastern Time zones.

Patrick is extremely well versed in self-directed retirement plans and enjoys using his extensive, hands-on experience in the field to help investors understand their retirement plan investment options and the corresponding IRC rules and regulations. He frequently teaches continuing education courses to CPAs, attorneys and financial planners.

Learning Objectives:

• The attendee will be provided with a clear understanding of the rules associated with IRA/401(k) investing into alternative assets (as detailed in IRC 4975).
• We will equip the attendee with the basic foundational understanding of the how alternative assets (real estate, private stock, private notes, etc) can be purchased and held within an IRA or 401(k). Additionally we will provide several case studies on client transactions involving purchasing/holding real estate within a retirement plan.
• We will explain how advisors can be proactive in reaching out to clients to discuss the alternative investment options that exist within a self-directed retirement plan and how they can work directly with a self-directed IRA firm like the Entrust Group.

To register for this webinar click on the below link:

https://attendee.gotowebinar.com/register/6483478485672429825