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Updated almost 7 years ago, 03/05/2018
401k & Roth IRA / IRA Retirement Account Real Estate Investing
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- 03/29/18 06:30PM - 09:30PM America/Los_Angeles
- Inside Anchor Co-working Space - enter directly on Market St, 1540 Market St #100 San Francisco, California 94102
- Free
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!
If your retirement funds are yours... Then why does it often feel like you have very little control over what you can do with them? This month Self Directed Retirement expert Bill Neville is going to explain how you can "liberate" your retirement money from Wall Street.
He will then explain how to use this setup the big funds do not want you to know about, to self direct your investments. For example by buying Real Estate!:)
Self Directed (or SD) Retirement Accounts are the lesser known retirement account options. There a a few steps to opening one which Bill will cover.
Once you have you account setup there are rules and guidelines as far as how you can actually invest the money. However, once you get the hang of it, you'll be surprised what you can do with your funds!
Come learn how you too can legally to thumb your nose at the big, fee heavy, funds and the IRS!
We have a session on Self Directed Investing every spring. And, probably because most people have some type of retirment account, it is one of our more popular sessions!
AGENDA:
• 6:30 PM - Networking with pizza and beer/wine sponsored by Topstone Investment (http://topstoneinvestment.com/)!
• 7:00 PM - Presentation.
• 8:00 PM - Member introductions & elevator pitches.
• 8:15 PM - On-site networking
• 9:00 PM - Advanced "free-range" "wet" networking at nearby bar just down the street!
About The Speaker:
Bill Neville (https://www.linkedin.com/in/bill-neville-cisp-0058759/) has a Finance degree from Pen State and has been a The Entrust Group (https://www.theentrustgroup.com)Self Directed Retrirement fun evangelist for the last 7 years now.