How to Represent IRA Investors in Real Estate Transactions

California CE Course $199

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Live 2-Hour California Real Estate Continuing Education Course

Consumer Service - Sponsor ID #6368

Overview

Many real estate agents don’t know that their clients—and even they themselves—can use retirement funds to invest in real estate without facing early withdrawal penalties. This course explores how Self-Directed IRAs (SDIRAs) work, the rules that govern them, and how to support clients with real estate transactions in these accounts.

You’ll learn how to:

  • Understand the structure and benefits of Self-Directed IRAs (SDIRAs)
  • Identify which real estate assets are allowed within an SDIRA
  • Navigate key IRS rules and avoid common compliance pitfalls
  • Apply real-world strategies for using retirement funds in real estate deals
  • Understand your role and responsibilities when representing clients in these transactions

By the end of the course, you’ll have the foundational knowledge to better serve your clients and expand your value as a real estate professional.

Enhance your expertise and stand out in the market—register today!

You Must Register To Attend

Course Topics

  • Overview of Self-Directed IRAs: Learn what they are and how they work— explained in simple terms without complex IRS jargon.
  • Real Estate Investments Allowed: There are may investments allowed in a self-directed IRA but there are a some that are prohibited. Learn what the IRS does not allow in a self-directed IRA.
  • Rules to Keep Your Self-Directed IRA Compliant: Self-directed IRAs do have a few rules you need to know— Learn what these are so you can learn how to avoid common mistakes.
  • Purchase Strategies and Options: Discover the right strategy to help you reach your goals. There are 4 main strategies investors use to buy real estate— Direct Purchase, Partnering, IRA LLCs, and Non-Recourse Loans.
  • Choosing a Custodian: Learn what matters most for self-directed IRA investors. Not all IRA custodians are the same, and it’s important to know what to look for when making your choice.
  • How to Establish an Account: Don’t miss the opportunity to learn how to leverage the power of SDIRAs. There are different ways to get started— you have options. 

About Our Courses

Our educational courses focus on how to use self-directed retirement accounts to invest in real estate while following IRS rules to keep the accounts tax-deferred. IRAR does not provide tax or investment advice. We do not recommend, promote, or endorse investment sponsors or products. We provide education  and tools to help you reach financial security in retirement by making educated choices.

Stay ahead of the competition:

Acquire the skills and knowledge needed to represent IRA investors in a real estate buy or sell.

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Meet the Masters of Self-Directed IRAs

Our team of seasoned instructors know how to simplify real estate investing with retirement funds. With decades of experience and the CISP certification, we're the go-to resource for real estate agents seeking to master Self-Directed IRAs.

Jason Craig, Instructor

Certified IRA Services Professional

JP Ruiz,
Instructor

Certified IRA Services Professional