Beyond Stocks & Bonds: How to Use Your Retirement Funds for Smarter Investments

In this webinar replay featuring one of our trusted legal advisors, you'll get a break down of how you can take more control of your financial future.

Retirement Rental Property Investing Webinar Description

Traditional retirement strategies often leave investors exposed to the twin threats of taxes and market volatility—and miss out on lucrative opportunities sitting just outside Wall Street. In this webinar replay featuring one of our trusted legal advisors, you’ll get a break down of how you can take more control of your financial future.

Here’s what you’ll learn:

  • The Retirement Reality Check â€“ Why conventional retirement plans may fall short, and how inflation and taxes silently erode your savings.
  • Self-Directed Accounts: Unlocking New Opportunities â€“ How Self-Directed IRAs and Solo 401(k)s allow you to invest in real estate, private placements, notes, and alternative assets—and how to stay compliant.
  • Retirement Accounts 101 â€“ A plain-English guide to IRAs, Roth IRAs, 401(k)s, Solo 401(k)s and more, including contribution limits, tax benefits, and key restrictions.
  • Using Retirement Funds to Invest in Real Estate â€“ The pros and cons of leveraging retirement funds for property investments, and tips for getting started.

Whether you’re a seasoned investor or just exploring new ways to grow your retirement nest egg, this session will give you powerful tools to rethink what’s possible with your savings. Don’t miss it!

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Author

Headshot of RealWealth Investment Counselor Leah Collich smiling.

Leah Collich

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Headshot of RealWealth Investment Counselor Leah Collich smiling.
Author: Leah Collich

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