Find More Real Estate Buyers:
Discover the Lucrative Niche Right Under Your Nose!
Sell More Real Estate:
Using the Self Directed IRA's & 401k's NICHE
FREE
2 Sessions
30-min Live Video Sessions
Sell More Real Estate:
Self Directed IRA's & 401k's
FREE
2 Sessions
30-min Live Video Sessions
Unlock the Hidden Power of Your IRA and 401(k)
Discover How to Maximize Your Real Estate Business tapping into this Real Estate Niche.
Are you or your clients making the most of your IRA or 401(k)? Join our exclusive webinar to uncover the lesser-known benefits that could transform anyone's retirement strategy and potentially save you thousands in taxes. Especially when it comes to purchasing Real Estate. This class helps you unlock an unknown niche in your real estate business.
Here’s What You’ll Learn:
Slash Taxes: Did you know that rental income within a 401(k) isn’t subject to Medicare taxes? Learn how to maximize this advantage!
Retire with Confidence: Secure a steady stream of tax-free rental income that will support your retirement lifestyle.
Grow Wealth Faster: Discover how you or your clients could save over $153,000 annually with tax-deferred strategies.
Ask the Right Questions: Equip yourself with the 3 critical questions every savvy investor needs to ask their buyers buy more real estate.
Avoid Costly Mistakes: Learn the top 10 mistakes self-directed investors make—and how you or your clients can steer clear of them.
Leverage Your Investment: Find out how to use loans within self-directed plan to expand real estate portfolio. As a realtor, this means more deal flow for you.
Take Control of Your Future: With a Self-Directed 401(k), your clients hold the reins—no third party, no unnecessary fees, just complete control over their retirement dollars.
Don’t miss this opportunity to take charge of your financial future. Secure your spot in our free webinar now and start unlocking the retirement niche's full potential of Self Directed IRA's.
Course Overview
Session 1
How self-directed 401k's and IRA's work
What to invest in and what to avoid
See some examples of prohibited investments (things your clients CANNOT invest in)
Why your clients should diversify from stocks and bonds
IRA vs 401k
More...
01
Session 2
Common mistakes investors make when using self-directed funds
How to create TAX-FREE income
Using Real Estate Loans with a retirement plan
The 3 Critical Questions you NEED to ask your buyers
Marketing materials for your Real Estate practice
More...
02
Attend Both Sessions
By attending both sessions, you'll understand why self-directed retirement plans are important to integrate into your practice and why you should have one, too.
Request Marketing Materials
We have turnkey marketing materials ready for you to customize and distribute to your existing clients and prospects.
Leverage Your Team
Do not feel that you need to be an expert regarding IRA's and 401k's. Use us as a key instrument in finding more investment dollars to sell more real estate.
Help your clients achieve their retirement goals by exploring all the options. You might have more choices than you realize, and your clients will thank YOU!
Premium Benefits For Investors
Enjoy unparalleled flexibility in investment choices and asset management with a Self-Directed IRA LLC.
Improved Portfolio Diversification
By attending both sessions, you'll understand why self-directed retirement plans are important to integrate into your practice and why you should have one, too.
Advanced Investment Control
Take control of your future and use your expertise to grow your wealth through investments that match your interests.
Opportunity of Higher Returns
Discover the potential for higher returns by investing in alternatives that suit your risk tolerance.
Versatile Tax Benefits
Enable your money to grow tax-free or tax-deferred with Traditional and Roth Self-Directed IRA options.
Top-Tier Security
Advanced encryption, strict compliance protocols, and other cutting-edge security measures ensure your assets remain fully protected.
Protect Against Inflation
Protect your portfolio with alternative investments to guard against market downturns.
Meet Your Instructor
Roger P. Simard, CFP
Mr. Simard is a certified financial planner and has 20 years of experience helping clients invest in real estate with their retirement dollars. He is the principal of Genesis Tax Advisors, LLC and Co-founder of DividerGPS Legacy Homes, LLC.
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