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Live Webinar

100-minute live streaming program
  • September 18
  • 1:00 - 2:40 pm EST

Using IRAs and 401(k)s to Buy and/or Fund Real Estate Investments

September 18

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.

Learning Objectives

  • You will be able to review the legal and tax framework available for structuring real estate-related investments in self-directed IRAs and 401(k)s.
  • You will be able to identify the most efficient methods to access IRA/401(k) cash and fund real estate acquisitions.
  • You will be able to discuss tax advantages and asset protections applicable to the various retirement plans.
  • You will be able to recognize the benefits and drawbacks of leveraging the real estate with non-recourse financing.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Asset Types That IRAs and 401(k)s Can Hold Under ERISA Rules
  • Prohibited Assets
  • Permitted Assets
How to Access Monies in Your Retirement Account for Real Estate-Related Investments
  • Establish a Fully Self-Directed IRA or 401(k)
  • Transfer/Rollover From an Existing IRA or 401(k)
  • Utilize Existing Employer-Sponsored Plan
Tax Advantages and Asset Protection
  • Tax-Deferred Returns
  • Tax-Free Returns
  • Protection From Creditors
Leveraging the Real Estate
  • Non-Recourse Financing
  • Debt-Financed Taxable Income (DFTI)
Using Entities to Hold Real Estate for IRAs/401(k)s
  • Checkbook IRA LLCs
  • Private Placements
The IRA/401(k) as Private Lender
Navigating the Potential Pitfalls
  • Prohibited Transactions
  • Unrelated Business Taxable Income
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • CFP 2.0
     
  • The Certified Financial Planner Board of Standards, Inc. has granted 2.0 hours of continuing education credit. Level of Knowledge: Intermediate.
     
  • AL CLE 1.7
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.7 hours credit.
     
  • AR CLE 1.5
     
  • This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.5
     
  • The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.5
     
  • Lorman Business Center, Inc. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • CT CLE 1.5
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
     
  • GA CLE 1.5
     
  • This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.5 CLE hours.
     
  • HI CLE 1.5
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
     
  • IL CLE 1.5
     
  • This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
     
  • ME CLE 1.5
     
  • This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.5 hours of CLE credit under M. Bar R. 12.
     
  • MS CLE 1.7
     
  • This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.7 credit hours.
     
  • MT CLE 1.75
     
  • This program has been approved by the Montana Commission of Continuing Legal Education for a total of 1.75 CLE credits.
     
  • NH MCLE 1.7
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 100 Minutes.
     
  • NJ CLE 2.0
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hours of total CLE credit.
     
  • NV CLE 1.5
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours.
     
  • NY CLE 2.0 including Areas of Professional Practice 2
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 2.0 credit hours in the area(s) of Areas of Professional Practice for 2.00 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • PA CLE 1.5
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 2.0
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 2.0 hours of CLE credit.
     
  • TN CLE 1.67
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.67 hours of credit.
     
  • VT CLE 1.5
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of CLE credit.
     
  • WA CLE 1.75
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.75 hours of Law & Legal Procedure credit.
     
  • WI CLE 2.0
     
  • This program has been approved by the Board of Bar Examiners for 2.0 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 2.0
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 2.0 MCLE hours.
     
  • CPE 2.0 including Specialized Knowledge 2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 2.0 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 2.0 hours.
     

Who should attend?

This live webinar is designed for attorneys, accountants, CPAs, trust advisors, estate and financial planners, commercial real estate brokers and investors, business owners, presidents, vice presidents and enrolled agents.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Mark E. Hodges, Esq.

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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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 406220
Published 2019
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