Learn to recognize and capitalize on the trillions of dollars accessible through IRA/401(k) accounts.
The vast majority of IRA and 401(k) accounts are invested exclusively in Wall Street products: stocks, bonds and mutual funds. The account holders typically have no idea that they can invest their tax-advantaged IRA and/or 401(k) monies in alternative assets such as real estate, private loans, private placements, etc.; let alone how they would go about doing so. The same limited outlook often holds true for their current advisors.
This topic is designed to provide a road map for IRA and 401(k) investors, together with their legal, tax, financial and real estate professionals, to recognize and capitalize on the trillions of dollars accessible through IRA/401(k) accounts, the full spectrum of alternative asset investment opportunities, the beneficial tax-advantaged strategies and the effective asset protection techniques available for real estate-related investments using fully self-directed IRAs and 401(k)s.
Agenda
Faculty
Mark E. Hodges, Esq.
RealTrust IRA Alternatives, LLC
- Launched RealTrust IRA Alternatives, LLC, a self-directed IRA administrator/custodian company specializing in alternative asset investments held in IRAs and 401(k)s in 2004
- In 2019, he obtained a charter for Foundation Trust Company, LLC, which now serves as the custodial entity for alternative assets administered by RealTrust
- Began his practice as a real estate and transactional lawyer in 1985
- Founded Exchange Counsel, Inc., a §1031 exchange accommodation corporation, in 1989
- Written many articles and taught countless law-oriented continuing education courses for various professionals through his state-accredited Real Estate Law School®
- J.D. degree, Seattle University School of Law; B.A. degree, Washington State University
- Can be contacted at 800-503-1031 or [email protected]
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