These monthly webinars are designed to help REALTORS® understand financial topics on a deeper level. Presenters include subject matter experts who will provide tips, planning options, and an array of valuable information to help REALTORS® advance their financial journey.
June 12, 2024
Case Study Part 1: How I Crafted My Real Estate Investment Strategy with an IRA LLC
10:00am PST | 11:0am MST | 12:00pm CST | 1:00pm EST
- Target Audience: Seasoned Agent
LIMITED OFFERING: With a confirmed purchase, earn $5.00* off towards the August 2024 Virtual Summit.
*Offer code only eligible for the Financial Wellness August 2024 Virtual Summit.
Get ready to embark on a journey to financial success with an IRA LLC! Learn the crucial factors that determine when an IRA LLC becomes a game-changer for your real estate investments. Discover the circumstances under which this strategy is most beneficial and how it can supercharge your retirement savings. In this educational session, our expert speaker will walk you through the process of setting up your IRA LLC, drawing from personal experience. You'll discover how to leverage this powerful strategy to build your real estate retirement portfolio to secure your financial future, and achieve your wealth-building retirement goals.
In this educational session, our expert speaker will walk you through the process of setting up your IRA LLC, drawing from personal experience. You'll discover how to leverage this powerful strategy to build your real estate retirement portfolio to secure your financial future, and achieve your wealth-building retirement goals.
Key highlights of this webinar include:
- When an IRA LLC is beneficial.
- What is checkbook control?
- How to set up your IRA LLC.
- Single member vs. multi member IRA LLC
Speaker: Jason Craig
Jason Craig is nationally recognized as a business leader in the self-directed IRA industry. He has authored many articles and his thought leadership has been highlighted in publications like the Wall Street Journal, Forbes, RISMedia, and REALTOR.com magazine among others.
Jason Craig is President of IRAR Trust Company a leading self-directed IRA custodian empowering real estate agents to build wealth through real estate IRA investments. Jason has over 25 years of experience in the financial services and is a Certified IRA Services Professional (CISP). He has presented to hundreds of real estate agents and their clients and is a real estate IRA investor himself. He is a member of Forbes Financial Council and an advocate for self-directed IRAs.