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 recognize the fundamental regulations of various retirement types.
- You will be able to differentiate the rules related to contributions and distributions
- You will be able to identify how to Access Monies in Your Retirement Account for Real Estate-Related Investments
- You will be able to recognize how to navigate the potential pitfalls
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Why Lorman?
Over 37 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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Credit
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Why Lorman?
Over 37 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
OnDemand Course
This course was last reviewed on May 11, 2023.
Call 1-866-352-9540 for further credit information.
CPE/NASBA - QAS Self Study 2.5 including Specialized Knowledge 2.5
- Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study 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: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.5 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 2.5 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement 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.
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Why Lorman?
Over 37 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.
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 37 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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