.🔥 Here’s a preview of the agenda:Mastering the Art of Choosing Syndication Investments with Brian Burke (Limited to 50 attendees—extra fee applies)2025 Market Update: Trends Shaping Passive Real Estate with Brian Burke and Jeremy RollLessons Learned from a Challenging Year with Paul Shannon, J Scott, Jim Pfeifer & Tyson MillerAdvanced Tax Strategies with Amanda Han and Matt MacFarlandInvesting with Self-Directed IRAs with John Bowens from Equity Trust Company Live Pitch Slam with LP Panelists: Paul Shannon, Chriz Lopez and Jim PfeiferPlus, network with fellow investors during interactive sessions and build connections at sponsor-hosted dinners.

@Nicholas AiolaI usually do backdoor Roth IRA contribution every year: make non-deductible contribution to a Traditional IRA, then immediately convert to Roth IRA.

Work to get it in a Roth IRA so there's no tax7.

He has a law firm, one of the most knowledgeable IRA guy Matt Sorensen, a CPA wing, and the IRA wing for those who want to do self directed.

One of our capital sources are smaller investors and people with money in IRAs that don't have the systems in place, the deal flow, or the underwriting expertise to run a portfolio.

There are so many options - Primary residence HELOC, Stock portfolio Loan, SDIRA / IRA LLC..., conventional loan.... 

To go a bit further into what Dmitriy mentioned, since your IRA earns the income the tax treatment is specific to your IRA.

I currently rent and am very frugal , no debt, drive a used car, have a roth ira etc I have an opportunity to get a 1980 4 bed 4 bath ranch duplex ,full basement , one car garage per side,, new roof, original mechanicals duplex from a family member off market in a solid B to B+ area/country setting 1.5 miles outside of east side of city of 150k people.

Contributions to SEP IRAs can be done after you file your taxes.

Depending on your deal, reserves may or may not be required to be in your name - although you can use other accounts i.e. 401ks, IRAs, etc. towards that reserve requirement.