ON-DEMAND WEBINAR

Choosing the Best Retirement Plan for Your Real Estate Business: SEP vs. Solo 401(k)

Speaker:
John Paul “JP” Ruiz
Consultant, Retirement and Financial Services

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SEP-vs-solok

Choosing the Best Retirement Plan for Your Real Estate Business: SEP vs. Solo 401(k)

Are you a real estate agent looking to build retirement wealth? Choosing the right retirement plan can be overwhelming, but it doesn't have to be. Join us for a FREE, information-packed webinar where we'll guide you through the intricacies of SEP and Solo 401(k) plans, empowering you to make the best decision for your unique needs. You’ll also learn how to invest in real estate using these retirement funds and important rules to keep your plan compliant.

Here's what you'll gain from this valuable session:
  • Gain a clear understanding of the key differences between SEP and Solo 401(k) plans, including contribution limits, tax implications, and investment options.
  • Discover a rarely discussed strategy – utilizing your retirement funds for real estate investment without facing penalties. We'll shed light on the rules and regulations involved in making this approach work for you.
  • Learn the step-by-step process of purchasing real estate with your chosen plan. Plus, we'll equip you with practical tips for managing your account effectively and ensuring its compliance.
  • Get the latest scoop on the 2023 Contribution Limits for retirement plans, ensuring you maximize your savings potential.

Ready to boost your retirement savings? RSVP for our exclusive webinar and take control of your financial future!

 

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John Paul “JP” Ruiz
Consultant, Retirement and Financial Services

John Paul Ruiz has spent more than 30 years as a consultant and trainer in the retirement and financial services industry. With his comprehensive knowledge of investments in alternative assets, his consulting and training expertise is sought-after by professionals in the real estate and self-directed IRA market.

Ruiz has become well-known in the industry for his ability to help individuals understand how to create selling opportunities by using self-directed IRAs. He has taught hundreds of courses across the country to different audiences; these include investors, Realtors, financial professionals, and IRA industry employees.

Ruiz earned the Qualified 401(k) Administrator designation from the American Society of Pension Professionals & Actuaries and holds a Certified IRA Service Professional certification through the American Bankers Association’s Institute of Certified Bankers.

Testimonials from agents!

See what past attendees have to say...

It's not late to learn!
I wish I was tuned in to this strategy 10 years ago. Thank you!

Real Estate Agent

Most Valuable Information Ever
Most educational and financially valuable information I've learned in 12 years of real estate!

 


Real Estate Agent

Way More Informative
This was fabulous! I had learned about this at a paid seminar for flipping but this was way more informative and felt better coming from NAR.

Real Estate Agent

Great Job!
Very useful information, thank you. Instructor did a great job of discussing so many different resources available to purchase real estate with the IRA.

Real Estate Agent

Excellent Presentation!
As a seasoned agent, now I know how much I don't know and need to learn. Thank you!!!

Real Estate Agent