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BlogsMathew OwensBuilding and Managing a Real Estate Portfolio Using Your IRA or 401(k)

Posted almost 11 years ago

Building and Managing a Real Estate Portfolio Using Your IRA or 401(k)

Please RSVP at http://goo.gl/ciyZoW

Join us on Thursday, October 24, 2013 from 6:30 PM - 9:30 PM PDT

Location: The Grand Long Beach Event Center

4101 East Willow Street, Long Beach, CA

Price: $15.00/per person

David Coe with Freedom Growth and our very own Mathew Owens will discuss how to build a successful real estate portfolio using your IRA or 401(k) savings. By now, most are familiar with self-directed IRAs but few understand how to use them strategically to build a portfolio that will fund their retirement.

David is the FIBI expert on using retirement funds to invest in real estate and has helped hundreds of clients do so successfully. Matt is a self-directed investor himself and has also helped clients invest into his company using their IRAs and 401(k)s.

This discussion will cover the following topics: Choosing the Right Type of Retirement AccountProhibited Real Estate TransactionsReal Estate is More Than Rental PropertyChasing Sanity vs. Return - Know ThyselfEvaluating a Real Estate InvestmentUnderstanding Cash Flow, Appreciation and LiquidityHow to Take Title in Your IRACaring for your PortfolioFunding Your Retirement with Real Estate

This will be a town hall format so please come with any questions you have!

Speakers: David Coe, Real Estate Investor & Advisor

600 290539032

David is the founder of Freedom Growth, a company that specializes in real estate investing through self-directed IRAs. As a seasoned real estate agent and investor, David was first introduced to self-directed IRAs while desperately seeking a better way to save for his own retirement. Stunned by the opportunities that self-directed IRAs allowed, David devoted years to mastering the nuances of what is, and more importantly isn’t, possible with this type of investing. These lessons grew into Freedom Growth. Freedom Growth is committed to helping individuals and small business owners around the country build truly diversified retirement portfolios with real estate.

Agenda:

6:30 - Networking

7:00 - Introductions

7:15 - Presentation

9:15 - Networking

Price: $15

Please RSVP at http://goo.gl/ciyZoW

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