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Sign into your accountHow to Transfer or Rollover Your Retirement Account to Invest in Real Estate, Tax-Free
October 03 2023
Wednesday, October 11, 2023 at 11:00 AM PDT
Tired of the stock market and broker fees draining your retirement savings? Take advantage of your industry expertise to build your own wealth.
Get a jump start on the tax-season. Learn how to move your retirement account—then, use the funds to invest in real estate. Moving your retirement account from one custodian to another is easy and you do not incur taxes or penalties when you do it properly. This is an increasingly popular strategy every REALTOR® should know.
During this event you'll learn:
- When to do a transfer or rollover
- What transactions are reported to the IRS
- How much can you transfer or save in 2023
- What are the rules for real estate investments in IRAs?
- How to get started before the tax deadline