4/10 Landlording SubGroup - Using IRAs and 401Ks to Invest in Rental Properties

[Tom Dagney]

SJREIA Landlording Subgroup, 6:30pm
Members are free - visitors pay $20
MEETING IN-PERSON (LIVE) -- Town & Country Diner - 177 US-130, Bordentown, NJ 08505

This Subgroup meets the 2nd Wednesday each month.

👉 CLICK THE RSVP LINK: reia.app/7546U58H17

Using IRAs and 401Ks to Invest in Rental Properties

Presenter Carl Fischer of CamaPlan is a successful and experienced landlord who understands and uses self-directed investing

• Basics: Growing Wealth With Tax-Deferred and Tax-Free IRAs and 401Ks
• Funding: 20 Ways To Fund Rental Property Investments
• Investing: How Rental Property Investments Operate Inside Self-Directed IRA
• How this differs from investing with non-qualified funds
• Active vs. Passive Investing
• Direct vs. Fund Investing
• Growing: Way to accelerate portfolio and revenue growth‘
• Subject to’ purchases
• Wholesaling
• Using options

BIO - Carl Fischer, Principal - CamaPlan - phone: 215-283-2868 | https://www.camaplan.com
Carl Fischer is a Cornell University graduate and third-generation real estate developer. Carl began his investing career in the 1970s when he was employed as a rocket scientist at Kennedy Space Center in Cape Canaveral, Florida. He is presently one of the founders and principals of CAMA Self-Directed IRA, LLC (dba CamaPlan). CamaPlan is a national company headquartered in Ambler, PA..

Carl has implemented plans and managed millions of dollars in real estate transactions. His real estate investments include commercial and residential properties, including real property, notes, and mortgages. He has increased his net worth and controlled many endeavors with the self-direction tools available. In addition to his hands-on experience, he has spoken to many groups, including real estate investors and brokers, CPAs, financial advisors, and mortgage professionals, about the power and possibilities of IRA, 401(k), and qualified plan self-direction. He invests

in PA, NJ, NY, FL, NC, and WI.

Carl’s unique background, education, experience, and empirical knowledge relating to business, finance, technical requirements, scheduling, and overall management make him a key element in the success of his clients in controlling their own financial future.

Meeting info:
NEW LOCATION (Meeting in-person): Town & Country Diner - 177 US-130, Bordentown, NJ 08505
Please RSVP if you plan to attend so restaurant will have staff available for our group. Please plan to order something from the menu -- thanks!

Time: 6:30pm to 8:30pm
Cost: SJREIA Members attend free -- visitors pay $20

👉 RSVP LINK: reia.app/7546U58H17

MISSION STATEMENT: This group will have presentations focusing on various aspects about being a successful landlord.

Moderator and Host, Rich Rickards is a licensed insurance agent of Esposito Insurance Group who specializes in commercial and residential properties. He has been in the industry since 2014 and has been working with Esposito Insurance Group since 2017. Rich focuses on insuring South Jersey properties for real estate investors and is also a private money lender. Rich lives in south jersey and raised 2 daughters with his wife Karyn. He is a firefighter and zoning board member for his local township. Esposito Insurance Group – South Jersey and Nutley NJ 609-451-0251 | www.espositoinsurance.com

Landlording Subgroup Leader, CENTRAL Meeting coordinator and SJREIA Business Affiliate Esposito Insurance. Rocco Esposito is the owner and general manager of Esposito Insurance Group, specializing in coverage for real estate agencies, businesses, and property owners. Call or text for a quick quote: 973-284-1083 | www.espositoinsurance.com

👉 RSVP LINK: reia.app/7546U58H17