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Retire Rich With Self-Directed IRA Investing

with... Multiple Speaker(s)

Don't have an IRA yet? You need one! Be in the room when Amanda Holbrook, from Specialized Trust Company, shows us how to hold rental property -- and even flip and wholesale houses -- to profit tax-free or tax-deferred using self-directed IRAs.

Thursday, May 25, 2023 5:30 PM - 9:00 PM
Woodhaven Country Club
7200 Woodhaven Lane Louisville, KY 40291

 IRA Investing with Amanda Holbrook


Have you started a self-directed IRA account yet? If you haven’t, you really need to attend KREIA’s May 25th main meeting. Because you’ll learn how to hold rental property without owing any taxes on your rents received – either now or when you reach retirement age.

RESOURCES

Amanda Holbrook
Phone: 505-514-0587
Email: aholbrook@irastc.com
Schedule a One-on-One with Amanda: Go here
Our Financial Freedom Gift to You: Get it here
Social: facebook.com/specializedtrustcompany
Website: specializedtrustcompany.com

You can even flip inside your IRA without owing taxes on your profits. And wholesale. You can borrow from someone else’s IRAs to do your deals. And you can even joint-venture to team up your IRA with another person’s IRA.

Of course there are rules to follow in order to do all of this. And there are also more types of self-directed investing vehicles than just the IRA (which has two flavors – the Roth for tax-free earnings, and the Traditional for tax-deferred).

There are CESAs (Coverdell Educational Savings Accounts), which let you direct your invested savings and profits toward your kids’ or grandchildren’s education expenses. There are HSAs (Health Savings Accounts), which let you direct them toward your health bills. And if you’re self-employed, you have even more power and control via a self-directed 401(k).

Find out the ins and outs of all this at our May main meeting. We’ve invited Amanda Holbrook from Specialized Trust Company to make it all clear. She’s going to cover…

  • Obstacles facing real estate investors & taxpayers in general
  • How to keep more of what you make
  • How to use other people’s SDIRAs to fund deals
  • Wholesale, PML, Rental deal structure with retirement accounts
  • Leveraging real estate
  • Partnering with accounts & SD IRA/401k LLC
  • Tax-Free Family Plan – wealth strategy
  • How to convert to a Roth IRA from a Traditional without paying a dime in taxes

Amanda will be giving away the book Field Guide to Financial Freedom and making available one-to-one sessions to show you how self-directed investing can impact your personal finances and business this year.

“Self-Directed accounts allow you to invest in what you know and scale your business to new heights,” Amanda said. “Learn how to take back control of your financial future & pay less in taxes while doing it.”

Meet Amanda Holbrook

Amanda is a passionate driving force in the world of self-directed IRAs for 14 years and counting. She has the ability to really connect and simplify the self-directed concept so that anyone can apply it in their lives.

Even her kids self-direct. Amanda is a proud mother of two, loving wife, self-directed IRA ninja, & investor, in that order.

Early Meeting: Marty Goldsmith, from Gold Home Inspection, will talk about how home inspectors can help you --whether you’re a landlord, wholesaler, flipper or homeowner..

Meeting Agenda

5 p.m. – Doors open at Woodhaven
5:30 p.m. – Early Meeting: Marty Goldsmith on home inspections
6 p.m. – Member Orientation with Jordan Pohn and Alisha Higgs
6:15 p.m. – The buffet line opens! Also, at the microphone, there will be announcements, property pitches and sponsor pitches
7 p.m. – Feature presentation on IRA investing with Amanda Holbrook

Remember Your Lanyard!

If you've been to a KREIA main meeting lately, you've probably picked up one or more color-coded lanyards that identify what kind of investor you are. Please remember to bring your lanyards with you to our main meetings!

Color Key Reminder: Blue = Buy-and-Hold Investor; Orange = Flipper; Yellow = Real Estate Agent; Red = Wholesaler; Green = New Member; Purple = KREIA Sponsor; Black = Board Member 

 


Members:
$20.00
Non-Members:
$30.00

Date:  Thursday, May 25, 2023
Time:  5:30 PM - 9:00 PM

Location:
Woodhaven Country Club
7200 Woodhaven Lane
Louisville, KY 40291

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Contact Us:

Kentuckiana Real Estate Investors Association
PO Box 91225
Louisville, KY 40291

Proud Chapter of National REIA

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