This Real Estate CE Course is packed with valuable information. Here’s a sneak peak of the topics that will be covered:

• Social Security is not enough to retire on
• 78% of the American people at retirement have less than $250,000 to live on plus social security.
• You need to take action now
• What is a Self-Directed IRA?
• Why do I need a Self-Directed account?
• What types of retirement accounts can be self-directed?
• How do I assist my clients in understanding Self-Directed IRAs?
• 2014 contribution limits for:
  • Traditional IRA
  • Roth IRA
  • SIMPLE
  • SEP
  • 401(k) and Solo 401(k)
• Solo 401(k)
  • Benefits
  • Eligibility
• Investment options
• Prohibited assets
• Prohibited individuals
• Prohibited services
• Opening an account
• Funding an account
• Investment process
• Managing your account
• Buy and Hold strategy
• What to do if you have a shortage of investment funds
• Private Lending strategy
• Can I borrow money inside my IRA?
• What is UBIT or UDFI?
• Can I move my current rental house into my IRA?
• Can I use the vacation rental?
• Can I manage the house myself?
• Can I collect a fee?
• Can I sell a house to my brother, sister, or uncle?
• Can I loan money to my son’s business?
• The importance of background and record checks
• The most important documents
• Identifying turnover or collection issues
• Reviewing expenses
• When you should ‘exit’ the deal
• Third party reports you need
• Estoppel letters
• Creating a cash flow statement based on your investigation
• Why you may want to use pooled investment funds
• Who can be a sponsor
• Types of Investment funds
• Types of entities used
• How the securities laws come into the picture
• Accredited investor rules
• Basic flow of the process
• Documents needed
• Types of Reg. D exemptions
• 506C provision information
• Determining the amount of fund you can raise
• Finding potential investors
• Determining which investors may purchase stock or securities
• Preparing the transaction documents
• What Unrelated Business Income Tax (UBIT) is
• How UBIT applies to retirement plans
• UBIT exclusions
• UBIT Frequently asked questions
• 2014 Tax Rates for UBIT
• Is there a way around UBIT?
• What a non-recourse loan is
• How non-recourse loans work within a retirement plan
• IRS rules for non-recourse loans

Oct. 16

Meeting is 9:00 A.M. to 1:00 P.M.

Class is 1:00 P.M. – 4:00 P.M.