Skip to content
×
PRO
Pro Members Get Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
$0
TODAY
$69.00/month when billed monthly.
$32.50/month when billed annually.
7 day free trial. Cancel anytime
Already a Pro Member? Sign in here

Join Over 3 Million Real Estate Investors

Create a free BiggerPockets account to comment, participate, and connect with over 3 million real estate investors.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
The community here is like my own little personal real estate army that I can depend upon to help me through ANY problems I come across.
Real Estate Events & Meetups
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated 3 months ago,

User Stats

17,838
Posts
6,225
Votes
Dmitriy Fomichenko
Tax & Financial Services
Pro Member
#1 New Member Introductions Contributor
  • Solo 401k Expert
  • Anaheim Hills, CA
6,225
Votes |
17,838
Posts

Using Your IRA/401k to Invest in Real Estate and Other Alternative Assets

Dmitriy Fomichenko
Tax & Financial Services
Pro Member
#1 New Member Introductions Contributor
  • Solo 401k Expert
  • Anaheim Hills, CA
Posted

No Replies

Disclaimer: BiggerPockets does not support or sponsor any meetups unless otherwise noted. Do your due diligence before attending any events. You may be agreeing to attend an event that includes promotion, pitching, or high-pressure sales tactics or techniques. There may be pitching of products, services or properties at this event!

Are you ready to achieve financial independence and create a lasting legacy? Whether you're an experienced passive investor or looking to get started, this webinar is designed for you. We'll dive into how to jailbreak your IRA or 401k, significantly reduce your tax liability, and create a tax-free income stream at retirement—all while avoiding the common pitfalls and prohibited transactions that can derail your retirement goals.

Checkbook-controlled plans, such as Solo 401k and Self-Directed IRAs, provide immense flexibility, but navigating IRS rules and staying compliant is critical. In this comprehensive session, you’ll discover how to take control of your retirement while avoiding costly mistakes.

Key Topics of Discussion:

- Maximizing Contributions: Learn how small business owners and real estate investors can maximize their retirement contributions and significantly reduce taxes

- Creating Tax-Free Roth Income: Discover how to create tax-free Roth income, regardless of your earnings

- Leveraged Real Estate Investments: Understand how to invest in leveraged (financed) real estate within your retirement account while avoiding hidden UBIT taxes

- TAX-FREE & PENALTY-FREE Access: Find out how you can access your retirement funds TAX-FREE and PENALTY-FREE

- Sheltering up to $153,000 of self-employment income

- Checkbook Control: Gain insights into how to take full checkbook control over your retirement accounts, giving you the freedom to invest how and when you want

In addition to these powerful strategies, we will also focus on Mitigating Common Pitfalls and Avoiding Prohibited Transactions by covering:

- Identifying Prohibited Transactions: Key IRS rules and transactions to avoid to stay compliant

- Gray Areas to Watch: Understand the gray areas of checkbook-controlled plans to protect yourself from penalties

- Staying within Legal Boundaries: Tips on how to manage your plan effectively while ensuring full legal compliance

Register here: https://meet.zoho.com/SEtKYQsftv

  • Dmitriy Fomichenko
  • (949) 228-9393
business profile image
Sense Financial Services LLC
4.9 stars
166 Reviews