Free Webinars



Retirement Tax Planning Opportunities for 2013 & Beyond

Retirement Tax Planning Opportunities for 2013 & Beyond

We want to thank everybody that participated in the webinar. Response to the presentation was geat and we look forward to the next presentation.

Copies of the presentation material and the audio from the webinar can be found below.

Real Estate   Please click here to view a PDF copy of the
presentation material. PC users can right click the PDF icon and
select "Save Target As" to save to your computer.
Real Estate   Please click here to listen to an MP3 of the audio from the presentation. PC users can right click the MP3 icon and select "Save Target As" to save to your computer (the file is large - 40MB).

 

With a new Medicare tax and uncertainty over tax rates for high-income individuals starting in 2013, learn what planning opportunities may apply to you.

The Webinar will focus on a number of tax planning opportunities available for individuals and small business owners with retirement funds for 2013 and beyond.

Don't miss out on the next installment of our Self-Directed Retirement Webinar Series as IRA Financial Group's Adam Bergman, Esq. discusses:

• The current environment – uncertainty rules
• Impact of the Medicare taxes as well as Congress’ actions with respect to the Bush-era tax cuts
• Deferring income in the age of increasing tax rates
• How your IRA or Solo 401(k) Plan can help you minimize tax on your 2013 tax return
• Combating higher tax rates with a Roth IRA or Roth Solo 401(k) Plan
• In light of higher income taxes - should I consider a Roth conversion?
• Tapping into your retirement funds without tax or penalty
• Retirement savings is the best answer to higher income tax rates




Use Retirement Funds To Flip Homes

How to Flip Homes in a Self-Directed IRA or Solo 401(k) Plan Tax-Free

We want to thank everybody that participated in the webinar. Response to the presentation was geat and we look forward to the next presentation.

Copies of the presentation material and the audio from the webinar can be found below.

Real Estate   Please click here to view a PDF copy of the
presentation material. PC users can right click the PDF icon and
select "Save Target As" to save to your computer.
Real Estate   Please click here to listen to an MP3 of the audio from the presentation. PC users can right click the MP3 icon and select "Save Target As" to save to your computer (the file is large - 50MB).

 

With IRA Financial Group's Self-Directed IRA LLC or Solo 401(k) Plan, you can flip a home and not pay any tax on the gains.  All the income or gains from the real estate sale flow though to your IRA tax-free!

Learn how to properly use a Self-Directed IRA LLC or Solo 401(k) Plan to flip property without paying tax.

Don't miss out on the next installment of our Self-Directed IRA Webinar Series as IRA Financial Group's Adam Bergman, Esq. discusses:

• How to buy real estate with a Self-Directed IRA LLC or Solo 401(k) Plan
• How to flip multiple homes in a year with a Self-Directed IRA LLC or Solo 401(k) Plan
• What is Unrelated Business Taxable Income ("UBTI")?
• How could UBTI apply to real estate flipping transactions involving retirement funds?
• When would UBTI apply to real estate flipping transactions with retirement funds?
• Case law and the IRS position
• Tips for avoiding UBTI when engaging in real estate flipping transactions with retirement funds




Tips for buying real estate with a Self-Directed IRA LLC



In Roth We Trust - Investing Tax-Free with a Self-Directed Roth IRA

We want to thank everybody that participated in the webinar. Response to the presentation was geat and we look forward to the next presentation.

Copies of the presentation material and the audio from the webinar can be found below.
Real Estate   Please click here to view a PDF copy of the
presentation material. PC users can right click the PDF icon and
select "Save Target As" to save to your computer.
Real Estate   Please click here to listen to an MP3 of the audio from the presentation. PC users can right click the MP3 icon and select "Save Target As" to save to your computer (the file is large - 43MB).



Learn about all the tax advantages of investing with a Self-Directed Roth IRA LLC.

Most retirement investors are unaware of the enormous tax benefits of having a Roth IRA as well as the tax advantages of using Roth IRA funds to make tax-free investments. Some tax experts have gone as far as to claim that the Roth IRA is the last legal tax shelter available.

With a Self-Directed Roth IRA LLC, you can invest tax-free and not have to ever pay tax on the investment income or gains. With income tax rates expected to rise in the future, having tax-free access to your retirement funds would prove to be enormously tax efficient. So why doesn’t everyone use a Roth IRA?

This Webinar will provide an overview of the Roth IRA characteristics, eligibility requirements, conversion rules, tax features, and investment opportunities involved in using a Self-Directed Roth IRA.

Learn all about the advantages of the Self-Directed Roth IRA

Don't miss out on the next installment of our Self-Directed IRA Webinar Series as IRA Financial Group's Adam Bergman, Esq. discusses:

• What is a Roth IRA?
• Who can set-up a Roth IRA?
• Why use a Roth IRA?
• What is a tax-deferral?
• Roth IRA contribution rules
• Roth IRA distribution rules
• What is a Self-Directed Roth IRA LLC?
• How Does it Work?
• What Type of Investments can I make?
• What is a Roth Conversion?
• When does a Roth conversion make sense?
• How do I use Roth IRA funds to make investments?
• What can’t I invest in with a Roth IRA?

 



The Solo 401(k) Plan - The Ultimate Retirement Solution for the Self-Employed



The Solo 401(k) Plan - The Ultimate Retirement Solution for the Self-Employed

We want to thank everybody that participated in the webinar. Response to the presentation was wonderful.

Copies of the presentation material and the audio from the webinar can be found below.

Real Estate   Please click here to view a PDF copy of the
presentation material. PC users can right click the PDF icon and
select "Save Target As" to save to your computer.
Real Estate   Please click here to listen to an MP3 of the audio from the presentation. PC users can right click the MP3 icon and select "Save Target As" to save to your computer (the file is large - 50MB).



Learn what has made the Solo 401(k) Plan the most popular retirement plan for the self-employed.

A Solo 401K Plan offers a self employed business owner the ability to use his or her retirement funds to make almost any type of investment, including real estate, tax liens, private businesses, precious metals, and foreign currency on their own without requiring custodian consent tax-free! In addition, a Solo 401K Plan will allow you to make high contribution limits (up to $55,500) as well as borrow up to $50,000 for any purpose.

Learn about all the benefits of a Solo 401(k) Plan. Don't miss out on the next installment of our Self-Directed Retirement Webinar Series as IRA Financial Group's Adam Bergman, Esq. discusses:

- Who is eligible for a Solo 401(k) Plan

- Who would benefit from a Solo 401(k) Plan

- The Solo 401(k) Plan vs. an IRA

- The retirement benefits of a Solo 401(k) Plan

- Borrowing Money Tax-free from your Solo 401(k) Plan

- Trustee Directed Solo 401(k) Plan with “checkbook control”

- The Roth Solo 401(k) Plan

- How to establish a Solo 401(k) Plan

- How to make investments with a Solo 401(k) Plan

- Annual Filing Requirements

- Solo 401(k) Plan vs. the Self-Directed IRA LLC





Tips for buying real estate with a Self-Directed IRA LLC



Tips for buying Real Estate with a Self-Directed IRA LLC

We want to thank everybody that participated in the webinar. Response to the presentation was beyond our expectation.

Copies of the presentation material and the audio from the webinar can be found below.


Real Estate   Please click here to view a PDF copy of the presentation material. PC users can right click the PDF icon and select "Save Target As" to save to your computer.
Real Estate   Please click here to listen to an MP3 of the audio from the presentation. PC users can right click the MP3 icon and select "Save Target As" to save to your computer (the file is large - 30MB).



With a Self-Directed IRA LLC, you can invest tax-free and not have to pay taxes right away – or in the case of a Roth IRA - ever! All the income or gains from your real estate deals flow though to your IRA tax-free!

Learn how to properly use a Self-Directed IRA LLC.

Don't miss out on the next installment of our Self-Directed IRA Webinar Series as IRA Financial Group's Adam Bergman, Esq. discusses:


• How to buy real estate with a Self-Directed IRA LLC
• Tips for buying real estate with a Self-Directed IRA LLC
• What to consider before investing IRA funds in real estate
• The steps to begin investing in real estate with IRA funds
• Financing a real estate purchase with a Self-Directed IRA
• The tax advantages available to you