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Retirement Wealth and Business Growth Tools for REALTORS®

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Learn the strategies that help millionaires build generational wealth. 

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Explore Short Videos

 

Discover the simple process of moving your IRA or old 401(k) — no penalties.

 

Explore strategies that don't require an outright cash purchase.

 

Learn how to maintain tax advantages for your self-directed account.

Self-Directed IRAs Explained in 5 Easy Steps

Step 1- Opening an Account

The process is as simple as completing a form online. You will need an ID and a credit card for payment. 

Step 2- Determine Your Investment Strategy

Explore the different investment strategies available to maximize your savings. You do not need to have the full amount in cash to invest in real estate with an IRA. 

Step 3- Fund Your Account

This is the process of adding retirement funds to your self-directed account. You can do this by transferring funds from another IRA, by moving an old 401(k) from a previous employer, or by making a contribution. This is not a taxable event.

Step 4- Make the Investment

The purchasing process is very similar to a normal purchase, with the only difference being that the asset is owned by the IRA. As a result, both the offer and purchase contract are made in the IRA's name. 

Example:  IRAR Trust FBO John Doe Account Number 123456

IRAR works with title to fund your IRA's investment purchase.

Step 5- Manage the Investment

Once the deal is closed, you will set up all services and insurance under the IRA's name. Your tenants will directly send their rental payments to your IRA, and any repair costs for the property will be covered by funds from the IRA.

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Real Estate + IRAS = Wealth

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Excellent speaker today. Concise, easy to follow information was in a logical order. Thank you! I wish this type of education had been available 20 years ago when I started real estate. 
Seasoned Agent 10+ Years
Financial Wellness Webinar Attendee
Very interested in learning more on how to help my clients do this for their retirement strategy. My husband and I would like to learn how we can do this for our own retirement. Excellent educational webinar. Thank you!
New Agent 0-5 Years
Financial Wellness Webinar Attendee
Super informative as I embark on this new career adventure! Investing, but mainly saving for retirement, is super important. Looking forward to many more sessions to learn the ins and outs of this vehicle to allow myself, my family and my business to achieve financial freedom to retire and enjoy!
New Agent 0-5 Years
Financial Wellness Webinar Attendee