Self-Directed IRA Investing Strategies through Real Estate
Please RSVP at http://goo.gl/f1ksjY
Join us on Thursday, July 31, 2014 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
TOPIC
Mat will cover the following topics applicable to real estate investors
• Why Every Real Estate Investor Should Understand How to Use Retirement Plans In Real Estate Investing.
• Self Directed IRA Investment Options (Direct Title, Loans/Deed of Trust Lending, IRA/LLC).
• How Self Directed IRAs Can Partner in Real Estate Deals With Others Individuals or IRAs.
• How Self Directed IRAs can Lend Money to Other Real Estate Investors.
• Avoiding Common Pitfalls in Self Directed Real Estate Investing (prohibited transactions and UBIT tax).
Speaker: Mathew N. Sorensen, Partner
KYLER KOHLER OSTERMILLER & SORENSEN, LLP
Mat is a partner at KKOS Lawyers in its Phoenix, AZ office. KKOS Lawyers assists clients nationwide from its offices in Arizona, Utah, and California. Mat’s practice areas include self-directed retirement plan law, business entity formation, tax law, real estate, and securities law. Mat is the author of The Self Directed IRA Handbook: An Authoritative Guide for Self Directed Retirement Plan Investors and Their Advisors, an Amazon.com bestseller. The Self Directed IRA Handbook was released in January 2014 and was the #1 Hot New Release on Amazon/Kindle in January 2014 in the retirement planning category, and was ranked as the #3 overall Best Seller in January in the same category.
Agenda:
6:30 - Networking
7:00 - Introductions
7:15 - Presentation
9:15 - Networking
Price: $15
Please RSVP at http://goo.gl/f1ksjY
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