Career Training >> Online LawTraining >> Online Real Estate Training >> Using IRA/401(k) To Invest In Real Estate And Nontraditional Assets CD and Manual Training Seminar

CourseID: 3068 | Media: Manual | Subscription Length: 0

Using IRA/401(k) To Invest In Real Estate And Nontraditional Assets CD and Manual Training Class

Using IRA/401(k) To Invest In Real Estate And Nontraditional Assets CD and Manual Training Seminar

This CD & manual was used in the original seminar designed to provide the participant with an understanding of how investments in real estate and related investments can be accomplished through individual retirement accounts and qualified plans.

Seminar highlights:

Learn how to use qualified plan assets to fund trusts without accelerating income taxes
How to protect your assets for your heirs from divorce and creditors
Comparison of plan types and uses for personal and business tax-free and tax-deferred investing
Qualified plan contribution limits
Real estate-related investments in IRAs and qualified plans

Price

$329.00

Agenda

I. How To Use Your IRA/401(k) To Fund Trusts

- John P. DeSantis

A. Overview

B. Basic Estate Planning

C. Using Qualified Plan Assets To Fund Trusts

II. Tax-Deferred And Tax-Free Plan Types

- Jeffrey A. Levitt, CFP??, MBA

A. Individual Retirement Arrangements

1. Traditional IRAs

2. Roth IRAs

3. Simplified Employee Plan (SEP) IRAs

4. Saving Incentive Match Plan (SIMPLE) IRAs

5. Coverdell Education Savings Accounts

B. Qualified Plans

1. Defined Benefit

2. Defined Contribution

3. Individual 401(k) Plans

C. Comparison Of Plan Types And Uses For Personal And Business Tax-Free And Tax-Deferred Investing

III. Contributions To Plans

- Saul M. Simon CFP, CFS, RFC

A. All IRA Type Contribution Levels And Catch-Up Provisions

B. Qualified Plan Contribution Limits

C. Comparison Of Contribution Levels Among Plans

IV. Real Estate-Related Investments In IRAs And Qualified Plans

- Jeffrey D. Skolnick


	Media
	Manual


	Renewal Price
	0


	Subscription Length
	0


	Comments
	Price: $329 + shipping

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