The Investor Guide to Self-Directed Retirement Accounts

The Investors Guide to Self-Directed Retirement Accounts, available at $44.99, with 32 lectures.

You will learn about Understand what a self-directed retirement account is, discover its potential, and learn what you can and cant invest in with one of these accounts. You’ll learn all the rules of self-directed investing as we uncover some creative ways that will let you sidestep pesky regulations. Youll learn about Self-Directed IRAs, Solo 401ks, and see the differences between custodial and checkbook control. Youll know which account is right for you. Learn how to master the SDIRA LLC & Solo 401k processes, and see what states are best to form your SDIRA LLC in. Define common pitfalls that can get in the way of smoothly opening, investing and operating with these types of accounts. Understand and master the concept of UBIT, discovering how the tax operates and what influence it will have on your next (or even current!) investment Learn how to calculate UBIT and analyze its effects on every investment opportunity you consider. 12 strategies to minimize or eliminate UBIT, giving you the potential to boost your returns by thousands of dollars.. Learn how to operate with your new account. We’ll cover tax and logistical considerations, and you’ll know the #1 mistake self-directed investors make. Get connected with the best service providers in the industry who can help you open and manage your account. No kickbacks to us, these are just good people. This course is ideal for individuals who are Investors who want to break into investing in commercial real estate and alternative assets with their existing retirement accounts. or Investors who already have a SDIRA or Solo 401k but want to master the accounts, learn the most sophisticated strategies for minimizing taxes and get help understanding UBIT, K-1s, 990-Ts, FMVs, how to sign PPMs and so much more. It is particularly useful for Investors who want to break into investing in commercial real estate and alternative assets with their existing retirement accounts. or Investors who already have a SDIRA or Solo 401k but want to master the accounts, learn the most sophisticated strategies for minimizing taxes and get help understanding UBIT, K-1s, 990-Ts, FMVs, how to sign PPMs and so much more.

Enroll now: The Investors Guide to Self-Directed Retirement Accounts

Summary

Title: The Investors Guide to Self-Directed Retirement Accounts

Price: $44.99

Number of Lectures: 32

Number of Published Lectures: 32

Number of Curriculum Items: 32

Number of Published Curriculum Objects: 32

Original Price: $199.99

Quality Status: approved

Status: Live

What You Will Learn

Understand what a self-directed retirement account is, discover its potential, and learn what you can and cant invest in with one of these accounts.

You’ll learn all the rules of self-directed investing as we uncover some creative ways that will let you sidestep pesky regulations.

Youll learn about Self-Directed IRAs, Solo 401ks, and see the differences between custodial and checkbook control. Youll know which account is right for you.

Learn how to master the SDIRA LLC & Solo 401k processes, and see what states are best to form your SDIRA LLC in.

Define common pitfalls that can get in the way of smoothly opening, investing and operating with these types of accounts.

Understand and master the concept of UBIT, discovering how the tax operates and what influence it will have on your next (or even current!) investment

Learn how to calculate UBIT and analyze its effects on every investment opportunity you consider.

12 strategies to minimize or eliminate UBIT, giving you the potential to boost your returns by thousands of dollars..

Learn how to operate with your new account. We’ll cover tax and logistical considerations, and you’ll know the #1 mistake self-directed investors make.

Get connected with the best service providers in the industry who can help you open and manage your account. No kickbacks to us, these are just good people.

Who Should Attend

Investors who want to break into investing in commercial real estate and alternative assets with their existing retirement accounts.

Investors who already have a SDIRA or Solo 401k but want to master the accounts, learn the most sophisticated strategies for minimizing taxes and get help understanding UBIT, K-1s, 990-Ts, FMVs, how to sign PPMs and so much more.

Target Audiences

Investors who want to break into investing in commercial real estate and alternative assets with their existing retirement accounts.

Investors who already have a SDIRA or Solo 401k but want to master the accounts, learn the most sophisticated strategies for minimizing taxes and get help understanding UBIT, K-1s, 990-Ts, FMVs, how to sign PPMs and so much more.

This is the program that gives you absolutely everything you need to build a better future with confidence and retire earlier than you ever thought possible. Full of step-by-step guides, downloads and templates to set you up for success from account opening all the way through to your retirement. Included are 12 concepts and strategies to minimize taxes and boost your returns on your current or next deal.

I’m a visual learner by nature. I feel I can retain complex theories and structures better when I can see them in front of my eyes, instead of a wall of text I need to interpret. That’s why the Investor’s Guide is full of visuals. Any time a difficult concept is presented, it’s accompanied with a visual, so instead of just having a reference to go back to, you can actually learn and absorbs the concept.

After years of studying the darkest corners of the retirement tax code, I’ve emerged as the real estate industry’s leader in self-directed retirement accounts. I’ve developed the real estate industry first and only UBIT Calculator, arming you with the tools needed to critically analyze an opportunity and invest with greater confidence. Know that you’ll learn all there is to know about passively investing in commercial real estate, and nothing more.

Course Curriculum

Chapter 1: The Power of Self-Directing Your Retirement

Lecture 1: What you’ll get from The Investors Guide

Lecture 2: Why listen to me?

Chapter 2: Getting Started with Self-Directed Investing

Lecture 1: Getting started with self-directed investing

Chapter 3: The Vehicles That Will Drive Your Retirement

Lecture 1: Your self-directed account options

Lecture 2: A simple overview of a SDIRA

Lecture 3: A simple overview of a Solo 401k

Lecture 4: How to be eligible for a Solo 401k

Chapter 4: How to Get the Most Out of Your Retirement Account

Lecture 1: Checkbook control – what is it?

Lecture 2: How to easily master the SDIRA LLC process

Lecture 3: How to choose the right state for your SDIRAs LLC

Chapter 5: How to Get Up and Running

Lecture 1: Who we suggest opening an account with

Lecture 2: How to choose the right self-directed custodian

Lecture 3: Step-by-step guide to opening a self-directed retirement account

Chapter 6: Funding Your Self-Directed Retirement Account

Lecture 1: How to fund your account – your rollover options

Chapter 7: Navigating Taxes With an Expert

Lecture 1: UDFI & UBIT

Lecture 2: How to calculate UBIT before you ever owe it

Lecture 3: Guide to the UBIT Calculator

Lecture 4: The top 7 takeaways I learned from our UBIT Calculator

Lecture 5: UBIT Hunting – Why SDIRA taxes can be a huge indicator things are going well

Lecture 6: 3 strategies to defer taxes in your tax-deferred account

Lecture 7: How to avoid UBIT

Lecture 8: How to read your SDIRA’s K-1 (and ensure it was issued correctly)

Lecture 9: 990-Ts made easy: How they work and how to file them with ease.

Chapter 8: Operating With Your Self-Directed Retirement Account

Lecture 1: How to sign your subscription documents

Lecture 2: How to easily figure out the Fair Market Value (FMV) of your account

Lecture 3: Taking distributions with your self-directed account

Chapter 9: Additional Content: Passive Real Estate Investing 101

Lecture 1: Intro to Passive Investing

Lecture 2: How Syndications Work

Lecture 3: How Multifamily Works

Lecture 4: Multifamily Benefits

Lecture 5: Tax Benefits

Lecture 6: Passive Investing Returns

Instructors

Josh Plave
Self-Directed Retirement Account Educator and Investor

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Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!