Lunch & Learn: Self Directed IRAs for Real Estate & Other Tangible Assets

Why Attend?

Traditional Brokerage IRAs are great, but limited to stocks, bonds, and mutual funds. A

Self‑Directed IRA (SDIRA) breaks those boundaries, enabling you to hold alternative assets like real estate, precious metals, promissory notes, cryptocurrency, private equity, and more.

Real estate in particular offers:

• Portfolio diversification
• Tax-deferred growth (or tax-free in Roth accounts) from rental income and appreciation
• Greater control over asset choices, from residential and commercial properties to private placements.

What We’ll Cover

Permitted Assets: Which physical and alternative investments are allowed in SDIRAs?

Key Rules to Follow:

• No self‑dealing or personal use of the property
• All expenses and income must flow through the IRA
• Loans must be non‑recourse
• Avoiding prohibited transactions

Benefits & Risks: Tax advantages, diversification—but with responsibilities like proper accounting and adherence to IRS rules.

Real‑World Examples: Holding rental properties, promissory notes, precious metals, private equity, and cryptocurrency.

Who Should Join?

• Investors seeking to diversify beyond traditional portfolios
• Realtors who wish to give their clients access to other streams of funds for investing in Real Estate.
• Anyone curious about using retirement funds for real estate
• Financial advisors, planners and CPAs helping clients access alternative assets

RSVP

Please reply by Aug 8th so we can reserve your lunch. SPACE IS LIMITED.To submit questions in advance, contact us at YWNjb3VudHMgfCBtd2lyYSAhIGNvbQ== .

Let’s learn how to unlock retirement dollars to invest in real-world assets—together!