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.
How to Transfer Or Rollover Your Retirement Account to Invest in Real Estate—Tax-Free
11:00 am PST | 1:00 pm CST | 2:00 pm EST
- Target Audience: Seasoned Agent
Tired of the stock market and broker fees draining your retirement savings? Take advantage of your industry expertise to build your own wealth.
Get a jump start on the tax-season. Learn how to move your retirement account—then, use the funds to invest in real estate. Moving your retirement account from one custodian to another is easy and you do not incur taxes or penalties when you do it properly. This is an increasingly popular strategy every REALTOR® should know.
During this event you’ll learn:
- When to do a transfer or rollover
- What transactions are reported to the IRS
- How much can you transfer or save in 2023
- What are the rules for real estate investments in IRAs?
- How to get started before the tax deadline
Speaker: Jason Craig, CISP
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® Magazine, among others.
He 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.