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Real Estate Investing with a Self-Directed IRA/401(k)

Safeguard’s Brian Eastman was invited by The Real Estate CPA Brandon Hall to present on the topic of using tax-sheltered self-directed IRA and 401(k) plans for investing in real estate. In this introductory webinar, Mr. Eastman touched on many of the key factors involved when considering diversifying your retirement savings into real estate, including:

  • Checkbook IRA and Solo 401(k) Plan Formats
  • IRS Rules Associated with Real Estate Investments
  • The Power of Using Leverage in an IRA
  • Special Tax Considerations that May Apply when Using Debt-Financing in an IRA

 

Safeguard Real Estate IRA

 

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