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Join Daniel Gleich, CEO & President, and William Osborne, Account Executive at Madison Trust, as they delve deeper into the world of investing in real estate with a Self-Directed IRA. Learn more about the mechanics of self-directed investing in real estate, including how expenses should be paid and other key considerations.

Learning Objectives:

  1. Understand what a Self-Directed IRA is, including its potential tax advantages.
  2. Gain insights into the benefits of investing in real estate through a Self-Directed IRA.
  3. Explore the process of managing your real estate investments within a Self-Directed IRA.
  4. Understand the role of custodians and TPAs in facilitating real estate investments within Self-Directed IRAs.
  5. Learn about potential tax implications specific to real estate investments within Self-Directed IRAs. 
  6. Identify the types of real estate investments that are considered the most popular to hold with Self-Directed IRAs.

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit. 

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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