How To Boost Real Estate Investment Returns Using Your IRA or 401k
with Joe Fulvio from CamaPlan
The tax deferral and tax-free features of IRAs and 401Ks make them excellent vehicles for accumulating generational wealth.
In this presentation, you'll learn:
- Why do identical investments perform differently inside and outside of an IRA/401k?
- What is true self-directed retirement account investing and how does it differ from traditional investing?
- How types of self-directed accounts differ – and which is right for you?
- Which types of real estate investments can you make in an IRA or 401k?
- What other types of investments can you make?
- What kinds of investments and transactions are prohibited?
- How investment performance differs inside and outside self-directed IRAs and 401Ks?
- How operating real estate investments differ inside and outside an IRA or 401k?
- How can you invest in bigger deals than you have money for?
- What are the steps to setting up real estate investments in an IRA or 401k?
- How to get started – NOW?
This North Jersey Meeting is FREE for members and ALL guests--MREIA would like to welcome everyone who is interested in real estate investing. Invite your friends!
Note: This meeting is IN PERSON ONLY--no Zoom/Simulcast.
Please pre-register! We look forward to seeing you there!
Featured Speaker:
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Joe Fulvio
CamaPlan
Joe Fulvio serves as a CamaPlan liaison to private equity, private lending and venture capital organizations, where he simplifies IRA/401k investing for these companies and their investors.
Before this, he spent four decades working with start-up venture and growth company entrepreneurs and investors in a broad range of industries in the U.S., Europe and Asia, delivering measurable improvements in revenue growth, profitability and shareholder value.
He now applies his market development and business operating experience to evaluating investment opportunities.
As an enthusiastic advocate of self-directed IRAs and 401Ks, he brings an everyday investor's perspective to using these tools to build a portfolio and accumulate wealth. He is a graduate of St. Louis University, lives in Bucks County Pennsylvania and has been a CamaPlan client since 2015.
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