How To Operate and Invest Using a Self-Directed IRA Account

# **Toledo Real Estate Investors and Joe Fulvio from Cama

Plan**

***How To Operate and Invest Using a Self-Directed IRA Account***

1. How to open, fund and use a self-directed IRA

2. How to purchase investments in a self-directed IRA: Detailed checklists

3. What kinds of investments and transactions are prohibited?

4. How operating real estate investments differ inside and outside an IRA or 401k

5. Types of IRA accounts and their purposes – IRA, ROTH, ESA, HSA, 401k -- selecting the right accounts for you and your family members

6. How tax deferral and tax elimination work on different forms of income

7. Prohibited investments, transactions and people: Avoiding IRS fines

8. UBTI/UBIT and passive investments: What it is and how to avoid it

9. Investing beyond real estate: The world of alternative asset classes

10. Importance of due diligence: How to look under the hood

11. Fundamentals of raising money from IRA/401k investors.

**PLUS**:

1. Looking ahead toward heirs:

2. ‘Trump’ Accou