Revive Your Retirement.
Build a Better Future.
We’ll help you unleash the power of self-directed retirement accounts.
Learn the strategies proven to increase investor returns by thousands.
Say goodbye to the limitations of your old retirement account.
The Investor’s Guide to Self-Directed Retirement Accounts will teach you everything I know about how to get started with self-directed investing. We’ll uncover how to choose the best account types and investments, as well as how to save you thousands in taxes to maximize your returns.
What You’ll Learn
8 modules
Downloads and templates
Every detail needed to begin investing
12 concepts and strategies to minimize taxes and boost returns
Module 1
The Power of Self-Directing Your Retirement
What you’ll get:
- An introduction to the power of self-directed investing
- Information on how much wealth is held by SDIRAs & Solo 401ks
- A background on your instructor, Josh Plave
Module 2
Getting Started with Self-Directed Investing
What you’ll get:
- The guidelines and rules to self-directing
- What you can and can’t invest in
- Who you can and can’t invest with
- Strategies to get around the disqualified person rule
Module 3
The Vehicles That Will Drive Your Retirement
What you’ll get:
- An intro to SDIRAs & Solo 401ks
- A visual walkthrough of each account type so you can understand how they operate
- How you can gain eligibility to sponsor a Solo 401k
Module 4
How to Get the Most Out of Your Retirement Account
What you’ll get:
- An intro to checkbook control, the most powerful type of account
- Our tips and tricks for quickly opening and operating with a checkbook control account
- How to choose the right provider to work with
Module 5
How to Get Up and Running
What you’ll get:
- Who we suggest opening an account with
- Things to know ahead of time when choosing a custodian or service provider
- A step-by-step guide to opening each account type
Module 6
Funding Your Self-Directed Retirement Account
What you’ll get:
- How to move your existing retirement account over to a self-directed retirement account
- The different rollover options available for each type of account
- A common pitfall that can be easily avoided
Module 7
Navigating Taxes With an Expert
What you’ll get:
- What UDFI & UBIT are, and how to calculate them
- My BIGGEST lessons learned using our UBIT Calculator, including a huge revelation I had that will help you choose the right investments
- How to minimize UBIT, potentially saving you thousands on taxes
- 3 strategies to help you defer taxes in your SDIRA
- 1 strategy to avoid UBIT entirely
Module 8
Operating With Your Self-Directed Retirement Account
What you’ll get:
- How to sign your subscription documents, and a template to walk you through the process
- How to determine your account’s Fair Market Value (FMV)
- How to take a distribution from your self-directed retirement account
I have known Josh for several years. First off, it is an absolute pleasure to work with him!
He has significant knowledge in the self-directed retirement accounts space and has helped me and others in my group countless times. He is my #1 go to resource for self-directed retirement account advice.
Josh Plave is among the most knowledgeable and experienced individuals, nationwide, with regard to self-directed retirement accounts.
His knowledge is exceptional, whether compared to that of real estate syndicators, CPAs, or service providers in the self-directed industry.
Josh is the go-to resource for anything and everything related to self-directed accounts.
He’s got real-world knowledge as a practitioner and the only person I know who has dug deep into the details like UBIT, depreciation, etc.
Meet your instructor
Josh Plave is a multifamily investor who has brought investors 15 retirement-aligned investment opportunities spanning over 1,700 units.
Having started with retirement accounts at the age of 16, Josh has emerged as a leading expert in the self-directed retirement space. A highly sought-after speaker, Josh has presented at conferences and on webinars, and has appeared on over 60 podcasts.
Josh created the world’s first and only UBIT Calculator, giving investors and general partners the ability to understand their final post-tax returns on an investment prior to ever sending funds.
Starting
$379
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Module 1 – The Investors’ Guide to Self-Directed Retirement Accounts |
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Module 2 – Getting started with self-directed investing |
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Module 3 – The vehicles that will drive you retirement |
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Module 4 – How to get the most out of your retirement account |
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Module 5 – How to get up and running |
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Module 6 – Funding your self-directed retirement account |
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Module 7 – Navigating taxes with a UBIT expert |
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Module 8 – Operating with your self-directed retirement account |
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Two 30min strategy calls to discuss any self-directed topic |
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| Custom UBIT Calculator deal review |
Mastering
$497
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Module 1 – The Investors’ Guide to Self-Directed Retirement Accounts |
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Module 2 – Getting started with self-directed investing |
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Module 3 – The vehicles that will drive you retirement |
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Module 4 – How to get the most out of your retirement account |
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Module 5 – How to get up and running |
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Module 6 – Funding your self-directed retirement account |
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Module 7 – Navigating taxes with a UBIT expert |
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Module 8 – Operating with your self-directed retirement account |
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Two 30min strategy calls to discuss any self-directed topic |
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| Custom UBIT Calculator deal review |
Consulting
$997
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Module 1 – The Investors’ Guide to Self-Directed Retirement Accounts |
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Module 2 – Getting started with self-directed investing |
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Module 3 – The vehicles that will drive you retirement |
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Module 4 – How to get the most out of your retirement account |
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Module 5 – How to get up and running |
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Module 6 – Funding your self-directed retirement account |
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Module 7 – Navigating taxes with a UBIT expert |
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Module 8 – Operating with your self-directed retirement account |
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Two 30min strategy calls to discuss any self-directed topic |
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| Custom UBIT Calculator deal review | |
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Module 1 – The Investors’ Guide to Self-Directed Retirement Accounts |
|
Module 2 – Getting started with self-directed investing |
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Module 3 – The vehicles that will drive you retirement |
|
Module 4 – How to get the most out of your retirement account |
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Module 5 – How to get up and running |
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Module 6 – Funding your self-directed retirement account |
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Module 7 – Navigating taxes with a UBIT expert |
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Module 8 – Operating with your self-directed retirement account |
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Two 30min strategy calls to discuss any self-directed topic |
| Custom UBIT Calculator deal review |
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FAQ
Who is the Investor’s Guide for?
Whether you’re just starting with self-directed retirement accounts or you’re a seasoned pro, our course is built for YOU. Dive deep into the world of real estate investment with our specialized insights – especially if you’re looking to master the art of passive commercial real estate investing. Unlock limitless opportunities and elevate your financial game today!
Can I learn at my own pace?
Yes. You’ll have immediate lifetime access to our extensive video library and resources. Dive in at your convenience and learn at a pace that suits you. You can always revisit and review to ensure you grasp every concept.
Will the Investor’s Guide help me if I don’t know anything about self-directed retirement accounts?
Yes! Tailored with you in mind, this course meticulously guides you through the essential dos and don’ts. From opening an account, to leveraging the full potential of a self-directed retirement account, we’ve got you covered every step of the way so that you can begin your journey with confidence and clarity.
Will the Investor’s Guide help me if I’m experienced with self-directed retirement accounts and have already made investments?
Absolutely. We are industry experts, offering an unparalleled wealth of resources for the seasoned self-directed investor. Our course is the culmination of our extensive knowledge, encompassing broad concepts we’ve personally mastered, down to the granular and intricate details essential for success. Enhance your due diligence skills for future endeavors and gain insights on optimizing your investments from a tax standpoint.
How quickly will I be able to use the strategies taught in the Investor Guide?
If you’re brand new to self-directed investing, you can begin today and we’ll guide you every step of the way. From finding the right resources to setting up your self-directed retirement account, we’ll provide you with strategies to get things rolling faster, aiming to be on the earlier side of the typical 2-4 week schedule.
If you’re already experienced on the self-directed investing path, our course can be instantly applied to your upcoming or even ongoing deal. We’ll unveil strategies to reduce or completely sidestep UBIT when you qualify. Plus, you’ll be equipped with vital details and deadlines essential for managing these accounts seamlessly.
What makes the Investor’s Guide unique?
While this information is available piecemeal in different places online, we couldn’t find anywhere that provided a comprehensive, user-friendly, visual-based learning environment–and we have been on the hunt for years. Most websites make these concepts far too technical and difficult to understand. This course is designed to change that.
When delving into the more intricate topics within the series, you’ll uncover insights and concepts exclusively found in the Investor Guide. These groundbreaking discoveries by your instructor, Josh Plave, emerged from his in-depth study into the mechanics, operations, and tax nuances of these accounts. Dive in for an unparalleled learning experience you won’t find anywhere else.
Is the course led by a tax professional?
No, it’s essential to note that instructor Josh Plave is not a tax professional. Instead, Josh stands out as both an active and passive investor with a profound understanding of self-directed accounts. Notably, he has pioneered UBIT calculation, equipping investors with a clearer grasp of its tax ramifications. For a testament to Josh’s unparalleled expertise on self-directed retirement accounts, take a moment to read the testimonials from industry leaders and investors presented above–they vouch for the trust and reliance placed in his knowledge.
Do you update the course?
Definitely. We’re committed to ensuring the course remains current and highly relevant for you. We’ll refresh the content with updated contribution limits annually and introduce new topics as they emerge. If there’s a query or a topic you feel isn’t addressed, reach out to us! Not only will we assist you directly, but your input might also inspire a fresh presentation to enhance our existing course material. We value your feedback and aim to continually evolve for your benefit.
Do you offer a refund?
We stand firmly behind the value of our course, which is why we offer a 30-day 100% money-back guarantee. Considering the strategic insights and potential tax savings this course can offer on your upcoming or even current deals, we believe the benefits you’ll reap far surpass the investment you plan to make in this course. Your satisfaction is paramount to us, and we’re sure you’ll find immense value in our content.
Where can I access the Investor’s Guide?
It’s all at your fingertips on our website! Once you’re registered, you’ll receive a log-in, granting you 24/7 access to all the materials.
What kind of self-directed retirement accounts are covered?
Whenever applicable, all materials cover Custodial SDIRAs, Checkbook Control SDIRA LLCs, and Solo 401ks.