Past Event

Live Webinar

Wednesday, April 10th, 2024
11:00 AM Pacific Time

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!

Past Event
Date : April 10, 2024 [IN THE PAST]
Time : 11:00 AM Pacific Time
Instructor : JP Ruiz
Audience : Real Estate Professionals
Delivery : Live Webinar

PAST EVENT: Download PowerPoint

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About The Instructor

JP Ruiz

Retirement Industry Consultant, CISP

John Paul Ruiz has spent more than 30 years as a consultant and trainer in the retirement and financial services industry. With his extensive understanding of alternative investments, professionals in the real estate and self-directed IRA market actively seek out his consulting and training expertise. He has conducted numerous courses nationwide, catering to a wide range of audiences including investors, REALTORS®, financial professionals, and employees in the IRA industry.

Ruiz holds the Qualified 401(k) Administrator (QKA) designation as well as the Certified IRA Service Professional (CISP) designation.