Madhavi Jain
(Host)
Retirement Planning Simplified
SDIRA vs. Solo 401(k) vs. Roth vs. Backdoor Roth
- 16+ years of Experience
- Administers over $1.25 Billion
- 15,000+ Clients
- Oct 24th
- 6 PM CST
Special Bonus: Create your IRA Account with ZERO Dollars
Ramez Fakhoury
(Guest)
Retire Richer:
Use a Self-Directed IRA to
Build a Balanced Portfolio Beyond Traditional Assets
- Oct 1st
- 6 PM CST
Ramez Fakhoury
Guest
Madhavi
Jain
Host
This LIVE Webinar is for YOU if you:
Don’t want to depend on Only Stock Market Investment in your Retirement account
Want to have direct control of retirement account to decide where to invest
Diversify from Retirement into Real Estate, Oil and Gas, Precious Metals and more
Want to create double digit returns in retirement account
What Will You Learn In The Webinar ?
from Ramez
1
What is a self-directed IRA and the benefits
2
The issues we are facing in today's retirement
3
Understanding the artificial restriction and retirement fee structures
4
How to take back control in three simple steps and the process
Who Can Benefit From This Webinar?
If you’ve recently changed jobs, this is your opportunity to reshape your financial future. Break your retirement free from the stock market’s limitations and explore investments in real estate, precious metals, and more.
New Career Movers seeking to make their retirement savings work harder
Professionals in Transition ready to take control of their financial destiny after a job change
Wealth Seekers looking to diversify their portfolios outside of traditional markets,
Future Retirees who want to ensure a secure and prosperous retirement by investing in alternative assets
Gain expert insights on how to maximize your retirement accounts and diversify beyond the stock market for a more financially secure future.
who can ensure true benefit
from this webinar?
Aspiring
Investors
Working
Professionals
Real Estate
Enthusiasts
Retirement
Savers
Individuals Seeking Financial Freedom
Before you plan your retirement investments, stop and consider.
Are you leveraging your retirement accounts for real estate, or could insights from our self-directed IRA expert unlock a wealthier, more secure future?
Are you having any of these questions?
If so, this webinar is for you!
What is a Self Directed IRA?
A Self Directed Individual Retirement Account allows the IRA owner (you) to select the best investments for your future. Typically, IRA investments are limited to stocks, bonds, and mutual funds. The IRA Club does not place artificial restrictions on your investments, allowing you to have more control and flexibility when choosing investments.
What are the benefits of a Self Directed IRA?
1.Flexibility to invest in alternative assets
2.Ability to diversify your portfolio 3.No Federal Income Tax or Federal Tax filing on the growth of your investment
4.Traditional, Roth, SEP, and SIMPLE can be Self Directed.
2.Ability to diversify your portfolio 3.No Federal Income Tax or Federal Tax filing on the growth of your investment
4.Traditional, Roth, SEP, and SIMPLE can be Self Directed.
What is the process?
Our Process
1.Open an account
2.Fund the account
3.Select the investment
1.Open an account
2.Fund the account
3.Select the investment
What are the steps to buying an asset in an IRA?
It’s easy to make investments with a Self Directed IRA. Once you find your investment and provide money to the seller, you will receive proof that your Self Directed IRA is the new owner. It can be in the form of a Bill of Sale, Title, Deed, or simply a statement identifying your Self Directed IRA as the asset’s new owner. The main difference is that the name on the title (or other documents) is the name of your Self Directed IRA and not your name as an individual.
Meet The Speaker
Madhavi Jain
Host
Madhavi (pronounced as Math-vee) is the President of Think Outside the Stocks. Madhavi lives in Austin, Texas with her husband Peyoosh, and two kids.
She has experience of 16+ years in the IT industry mostly with one of the top 5 consulting firms. Her excellent analytical skills, mathematics background, project management experience and out of the box thinking lays a solid foundation for evaluating and reviewing investment opportunities based on tangible parameters.
After her sudden corporate exit in 2015, she started her Financial Freedom journey in the reverse order. She created a real estate portfolio of single family rentals and Airbnb (valued at ~$1.5M). Soon realizing the lack of scalability, she expanded her passive investments to multifamily by unlocking industry’s best kept secret, Syndicated Real Estate. She has 1500+ units of passive multifamily investments in emerging markets across multiple states in the country.
Ramez Fakhoury is an entrepreneur with over two decades of experience, where he has honed his skills in diverse sectors such as hospitality, financial services, and real estate. Serving as the Vice President of the IRA Club, which currently administers over $1.25 billion in assets and has been assisting investors since 2008, his primary goal is to unlock doors and open opportunities for investors. With a community of over 15,000 members, Ramez is deeply committed to educating and inspiring individuals, empowering them to venture beyond conventional paths and diversify their investments through the power of self-direction. By offering a white-glove customer service experience, he aims to empower individuals to reclaim control over their retirement. ‘He who is not in control of his money is not in control of his destiny.’ With this mantra as his guiding principle, he strives to facilitate financial independence and enable individuals to shape their destinies. Join the thousands of IRA Club members through this transformative journey and navigate the intricacies of the economic landscape to reach financial freedom.