The Investor’s Guide to Self-Directed Retirement Accounts

by Web Dev | Sep 6, 2023 | Uncategorized

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$497.00

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The Investors’ Guide to Self-Directed Retirement Accounts 2 Topics

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What you’ll get from The Investor’s Guide

Why listen to me?

Getting started with self-directed investing 1 Topic

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Getting started with self-directed investing

The vehicles that will drive your retirement 4 Topics

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Your self-directed account options

A simplified overview of SDIRAs

A simplified overview of a Solo 401k

How to be eligible for a Solo 401k

How to get the most out of your retirement account 3 Topics

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Checkbook control – what is it?

How to easily master the SDIRA LLC process

How to choose the right state for your LLC

How to get up and running 3 Topics

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Who we suggest opening an account with

How to choose the right self-directed custodian

Step-by-step guide to opening a self-directed retirement account

Funding your self-directed retirement account 1 Topic

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How to fund your account – your rollover options

Navigating taxes with a UBIT expert – not as scary as it seems 8 Topics

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How to calculate UBIT before you ever owe it

The top 7 takeaways I learned from our UBIT Calculator

UBIT Hunting – Why SDIRA taxes can be a huge indicator things are going well

3 strategies to defer taxes in your tax-deferred account

How to avoid UBIT

How to read your SDIRA’s K-1 (and ensure it was issued correctly)

990-Ts made easy: How they work and how to file them with ease.

Operating with your self-directed retirement account 3 Topics

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How to sign your subscription documents

How to easily figure out the Fair Market Value (FMV) of your account

Taking distributions with your self-directed account

BONUSES

Passive Real Estate Investing 101 6 Topics

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Intro to Passive Investing

Multifamily Benefits

How Multifamily Works

How Syndications Work

UBIT Calculator 2 Topics

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UBIT Calculator Link

UBIT Calculator Guide