How Real Estate IRAs Work: A Step-by-Step Case Study
Wednesday, August 3, 1-2 p.m. CT/Noon MST
Target Audience: Mid-career Agents
REALTORS® who are not familiar with self-directed IRAs may be missing out on a great opportunity. As an agent you are in a unique position to help your clients save for retirement and grow your own retirement savings— you come across the real estate deals firsthand and know the market.
Self-directed IRAs are becoming increasingly popular. Stock market volatility and the overall investors need of a well-diversified retirement portfolio are creating a demand. Don’t get left behind. Discover how to use this powerful investment tool to secure your retirement and increase your value to clients.
During this webinar you’ll learn:
The main rules for real estate investing with an IRA
Creating deals with popular strategies
Making the purchase offer with IRA funds
How to pay bills and deposit rent checks
Tips to grow your business building awareness
Presenter: Jason Craig, President, CISP
Jason Craig is President of IRAR Trust Company a leading self-directed IRA custodian empowering real estate agents to build wealth through real estate investments. Jason has over 25 years of experience in the financial services and is a Certified IRA Services Professional (CISP).
He is a self-directed IRA investor and advocate for self-directed retirement. Jason’s thought leadership is often highlighted in interviews with the Wall Street Journal, Forbes, RisMedia, and Realtor.com®. He is also a contributor to Forbes Financial Council, and organization for senior-level financial services executive leaders.