IRA & Retirement Plan Investing II

Instructor: Curtis DeYoung 
Level 300
NR Hours: 3
No. of Days: 1/2

Content:
Students will learn the actions steps necessary to effectively use a retirement plan to invest in real estate. This class examines SEP IRAs and explains why funds can be generated faster using one. Students will learn how to calculate their personal required beginning date for minimum mandatory distributions of retirement plan assets and gain knowledge of the penalties for not receiving distributions. Along with gaining an understanding of how multiple beneficiaries can affect distributions, students will learn how to combine other retirement plans to purchase more and larger investments.

Course Objectives:
Explore advanced principles and techniques to effectively manage the self-directing of your retirement plan. Understand what is necessary to successfully pass on and inherit retirement plans without paying inheritance tax. Review diverse situations like prohibited transactions and UBTI and UDFI tax and their impact on your retirement plan’s success. Discuss in greater detail the difference between direct and indirect investing using retirement plans.

Nouveau Riche™ (NR) offers an educational system for entrepreneurs and aspiring entrepreneurs. NR is the exclusive distributor of the materials, content, presentation design and format, which are proprietary products of Nouveau Riche AcademyTM (NRA). Neither NR nor NRA is a degree-granting or vocational program, and neither is accredited with any academic or standards governing board.  As with any College, courses and instructors may be added, changed, or removed from time-to-time. NR and/or NRA reserves the right to make replacements or substitutions to the curriculum, its content, presentation design and format, as it deems necessary to ensure the quality and effectiveness of its Colleges.