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Attend this month’s meeting and learn how you can utilize real estate in your IRA retirement account. Don’t wait, the time is now to determine how you are going to live in the future. This month you’ll hear Jack Kiley CPA and Scott Blair, Director of Business Development share with you tactics and strategies to accumulate wealth through self-directed IRA’s Don’t miss this month’s
General Meeting Thursday,
February 16th @ 6:30 pm.
Here are just a few important facts about Self-Directed IRA’s:
- Government is incentivizing us to use our IRA’s for investing.
- You make the choice between TAX FREE or TAX DEFERRAL INVESTING
- Increasing contribution limits over the years $2000, $5000, $6000 and some plans over $40,000
- Retirement plans are here to stay, $13 Trillion and counting
Regularly $30
This Important Meeting Is FREE
Bring A Guest!
Discover The Power OF The IRA
Did you know there is a 55% greater return in tax advantaged vs. taxed funds
| Years | Annual Contribution | Rate Of Return |
TAXES |
Fund Growth |
| 20 | $5,000 | 12% | 30% | $259,298 |
| 20 | $5,000 | 12% | 0% | $403,494 |
Jack Kiley, CPA, CISP
Jack is a Certified Public Accountant and he is also a Certified IRA Services Professional (CISP). He is an Entrepreneur, Financial Planner, Real Estate Investor and a Partner in MidAtlantic IRA, LLC with over 25 years of experience in public accounting.
Scott Blair Director of Business Development
Scott brings 30 years of experience developing solutions to help clients build wealth. He began his financial services career with E. F. Hutton & Company, serving as the Regional Director of Personal Financial Management.
Jack and Scott will answer these questions
about Real Estate In the IRA
- What kind of Real Estate can I buy?
- How do I buy Real Estate?
- Who can I do business with in the IRA?
- LLC, Sub-S, Partners, Sole Proprietorship, what should I do?
They will also share with you Advanced
Conversion and Required Minimum Discernment Strategies:
- Valuation of IRA assets
- Fair Market Value – FMV
- Liquid – stock, bond, mutual fund, ETF, commodities, metals
- Illiquid – RE, PPM, Notes, A/R, etc.
- Willing Buyer and Willing Seller/The appraisers job
General Meeting Thursday
February 16th @ 6:30 pm.
Regularly $30
This Important Meeting Is FREE
Bring A Guest!
You Will Also Learn The Top Ten Things
You Need Know about a Self-Directed IRA
- Shelters earnings and growth of your investments from taxes.
- Allows you to invest in what you know best.
- May afford you current year tax deductions on new contributions.
- Protected from creditors under federal bankruptcy law.
- Can take a loan to leverage investment results.
- Can use sophisticated strategies to minimize taxes on a Roth conversion.
- May help reduce Required Minimum Distributions.
- Is the preferred vehicle for many successful Real Estate Investors.
- Can own Real Estate in many forms includes notes and liens.
- Has been available since the Employee Retirement Income Securities Act of 1974.
EVERYONE IS ALWAYS WELCOME AT BALTIMORE REIA:
Join over 200 investors for networking, our “30 second” quick pitch segment, and much more. Bring your deals, business cards and fellow investors for learning, sharing and wealth building!
Our General Meeting is held at 6:30 pm on the third Thursday of each month at the Sheraton Towson, 903 Dulaney Valley Rd, Towson, MD 21286.
Admission is regularly $30 – FREE This Monthly Only. Join now and save money with an annual membership for just $179! Spousal memberships are free.
PLEASE NOTE OUR LOCATION:
The Sheraton Towson, which is located at 903 Dulaney Valley Road
The Sheraton Towson is a great meeting space, and promises to allow more investors to gain cutting-edge tips from our world-class speakers.
Please see below for directions to this venue.
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Sheraton Towson 903 Dulaney Valley Rd, Towson, MD 21286 S Click HERE for directions. |
