Saturday, October 15, 2016

Wealth Building & Keeping Strategies At REI of Virginia.


Meeting 1: Using an IRA to Purchase Real Estate

A lot of people don’t realize that you can use a retirement account such as an IRA to purchase your own real estate investments. For years there was a rumor going around nationwide that you had to loan that money to someone else in order to make it a qualified real estate investment. That’s simply not true.

This week we are going to have an expert we will do a video conference with who will cover some of the details of this investment strategy.

I’ll be in Houston for the next couple weeks and am unsure as to wether or not I will be able to control my computer in the office with my iPad. Using a VNC to connect seems to work sometimes and not work at other times. So here is a little info on next weeks topic in case I can’t.

Meeting 2: End of Life Asset Protection & Wealth Transitioning

Our guest speaker will be our good friend Private Wealth Management specialist, Andy Ingram. Andy plans to bring his friend, Attorney Brandon Nester, with him. Brandon and his partner took over Judge Clemons practice when he received his judgeship. They will jointly present on end of life asset protection and wealth transitioning. I can’t think of anything more important to be up to date on than making sure that the government doesn’t get it’s greedy hands on your assets when you pass away.

A couple great meetings I wish I could be there for. Have fun!

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