Learn to recognize and capitalize on the trillions of dollars accessible through IRA/401(k) accounts.
The vast majority of IRA and 401(k) accounts are invested exclusively in Wall Street products: stocks, bonds and mutual funds. The account holders typically have no idea that they can invest their tax-advantaged IRA and/or 401(k) monies in alternative assets such as real estate, private loans, private placements, etc.; let alone how they would go about doing so. The same limited outlook often holds true for their current advisors. This topic is designed to provide a road map for IRA and 401(k) investors, together with their legal, tax, financial and real estate professionals, to recognize and capitalize on the trillions of dollars accessible through IRA/401(k) accounts, the full spectrum of alternative asset investment opportunities, the beneficial tax-advantaged strategies and the effective asset protection techniques available for real estate-related investments using fully self-directed IRAs and 401(k)s.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Asset Types That IRAs and 401(k)s Can Hold Under ERISA Rules
- Prohibited Assets
- Permitted Assets
How to Access Monies in Your Retirement Account for Real Estate-Related Investments
- Establish a Fully Self-Directed IRA or 401(k)
- Transfer/Rollover From an Existing IRA or 401(k)
- Utilize Existing Employer-Sponsored Plan
Tax Advantages and Asset Protection
- Tax-Deferred Returns
- Tax-Free Returns
- Protection From Creditors
Leveraging the Real Estate
- Non-Recourse Financing
- Debt-Financed Taxable Income (DFTI)
Using Entities to Hold Real Estate for IRAs/401(k)s
- Checkbook IRA LLCs
- Private Placements
The IRA/401(k) as Private Lender
Navigating the Potential Pitfalls
- Prohibited Transactions
- Unrelated Business Taxable Income
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on September 18, 2019.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Mark E. Hodges, Esq.
RealTrust IRA Alternatives, LLC
- Launched RealTrust IRA Alternatives, LLC, a self-directed IRA administrator/custodian company specializing in alternative asset investments held in IRAs and 401(k)s in 2004
- In 2019, he obtained a charter for Foundation Trust Company, LLC, which now serves as the custodial entity for alternative assets administered by RealTrust
- Began his practice as a real estate and transactional lawyer in 1985
- Founded Exchange Counsel, Inc., a §1031 exchange accommodation corporation, in 1989
- Written many articles and taught countless law-oriented continuing education courses for various professionals through his state-accredited Real Estate Law School®
- J.D. degree, Seattle University School of Law; B.A. degree, Washington State University
- Can be contacted at 800-503-1031 or [email protected]
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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