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Wingate Hotel

2762 Cobb Pkwy SE
Atlanta, 30339 United States

Real Estate CE CourseJim Hitt, CEO of American IRA, will be presenting this Real Estate CE Course

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.
Members – FREE;
Meeting Guest, Breakfast, Lunch & Social Hour + CE – $40.00;
Afternoon CE course ONLY – $25.00.
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