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(1 PM) "Unleashing the Power of IRAs and 401ks to Build Tax-Advantaged Wealth" with Mike Jacobson

with... Mike Jacobson

Mike Jacobson started the Self-Directed IRA subgroup at the Georgia Real Estate Investors Assoc. in 2009, where he is past president, when he wanted to learn how to use his own IRA funds to invest in real estate. This Class meets from 1 - 4 pm.

Wednesday, October 18, 2017

CFRI Education Center
138 Wilshire Blvd.
Casselberry, FL 32707

3.00

PHP Credits
What is PHP?

"Unleashing the Power of IRAs and 401ks
to Build Tax-Advantaged Wealth"

with Mike Jacobson

This class meets from 1 - 4 pm.

Are you wondering what you can do with a small IRA?
Do you have all the funds you need for the deals you can create?

In this 3 hour class, you will learn about:

  • IRA rules overview per IRS Publication 590
  • Contribution limits
  • What you cannot invest in
  • Disqualified Individuals
  • IRAs vs. Solo-401(k)s
  • What people have done
  • Buy Real Estate
  • Lease Options
  • Lending
  • Notes
  • Options
  • Paperwork required to get started and for certain transactions

Mike started the Self-Directed IRA subgroup at the Georgia Real Estate Investors Association in 2009 when he wanted to learn how to use his own IRA funds to invest in real estate. He merged it with the Creative Financing group in 2013 due to the synergies between the groups. Guest speakers included Monte Smith from Advanta IRA Administrators, Dyches Boddiford, CPAs and attorneys who have worked with IRAs on a professional level. He is a former president of GaREIA and moved to Orlando in 2016 where he promptly joined CFRI.


Members:
$79.00
Non-Members:
$99.00



Early Bird Special Pricing...
Up To 10/17/2017
Members: $59.00 -- Non-Members: $79.00

Regular Price
Members: $79.00 -- Non-Members: $99.00


Date: Wednesday, October 18, 2017
Time: 1:00 PM - 4:00 PM

Location:
CFRI Education Center
138 Wilshire Blvd.
Casselberry, FL 32707

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PHP Credits:
Finance (3.00 hours)
What is a PHP Credit?

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