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MAREI Monthly Virtual Meeting: Self Directed IRA vs Self Directed Solo 401k - the Great Debate!

with... Quest Trust Company & CamaPlan

Join us for a lively discussion, debate-style, to learn more about the differences between Self Directed IRA & Solo 401k


Many real estate investors use self-directed accounts to invest in real estate or notes or for private lending.

These investors have the option of choosing between Self Directing via an IRA or via a solo 401k. Both can be invested in any investment allowed by law such as real estate, LLCs, loans, or private company stock. The one that is best for you will depend on your situation.

What are the differences? When should you choose one over the other?  Do you know? Should you utilize both?

We are going to be answering these questions with two experts from two different companies:  Quest Trust Company and CamaPlan.  They will be joining us to debate the pros and cons of each.  And because there is no "real" universal answer to which is better, we will ask you to listen in and score each to determine which is better for you based on your own personal situation and investment objectives.  Do you qualify?  What type of investments will you make? 

Be sure to pre-register early for this meeting and SAVE the link because you are will want to be there.

  • Just a friendly reminder that the MAREI meeting is TONIGHT 11/10 from 6 pm to 9 pm.
    (Mid-America Association of Real Estate Investors)

    We are on Zoom, where I think we may be for several more months.  

    But we have a few changes to the virtual meeting line up and wanted to give you an update.

    5:30:  Early login and tech check
    6:00:  The Vendor & Networking Expo Opens (more on this below)
    6:40:  Announcements
    7:00:  Speaker Intros and then Our "Great Debate IRA vs Solo 401k" begins  (more below)
    8:30:  Q & A with our guests
    9:00:  We turn off recording at 9:00 but will gladly stick around to chat.


    The Vendor & Networking Expo

    This is an experiment to see how this works.  It is trial by fire, so join us to see if it is a huge success or a dismal tech failure.  For sure it will be fun, we think.

    Zoom now allows us to set up and name the break out rooms, and then let you pick and choose which room you want to visit, and then it will let you leave the room and then go visit a different one.  Similar to our in-person events where you could go to the main room, take your seat and catch up on messages on your phone or take a nap.  Or you could visit the various vendors by stopping at their table.  Or you could go visit with people you wanted to talk with.

  • So take a look at our People, our Vendors, and the topics we have planned below.

     

     

Room 1:  Wholesale Chat Room Moderated by Attorney Rick Davis
Room 2:  Rehabber Chat Room Moderated by Rehabber Don Tucker 
Room 3:  Landlord Chat Room Moderated by Property Manager Kandy Meehan
Room 4:  Quest Trust Company (Haley Grant from Quest will host)
Room 5:  CamaPlan 
Room 6:  DeMayo Enterprises Room featuring Mark Yanda (cabinets)
Room 7:  Everleight Design Room featuring Jerry Ratway (flooring)
Room 8:  Merchants Mortgage featuring Susan Aubin (hard money / rehab loans)
Room 9:  FlatBranch Home Loans featuring Beth Langston ( mortgage lending)
Room 10:  Leader One Mortage featuring Alice Lund (mortgage lending)
Room 11:  Earthwise KC Jim White (windows)

  • The Great Debate:  We will be discussing Self Directed IRA's vs Solo 401(k)s to help you determine which is better.  You can download and print the scorecard.  This way you can rank the two against each other and pick the one that is best for you.  We are sure there are a few questions we may have missed, so be sure to add them in the chat and we will do our best to make sure they get answered during the Q & A.  We will also be sharing the November Newsletter which is a special issue just for Self Directing that has two HUGE educational and networking events, one from Quest and one from CamaPlan that you might want to attend later in the month.  


Date: Tuesday, November 10, 2020
Time: 6:00 PM - 9:00 PM

Members:
Free For Members
Non-Members:
$35.00

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Event Details

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 Date and Time
Tuesday, November 10, 2020
6:00 PM - 9:00 PM
Event Liability Waiver

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Parkville, MO 64152
(913) 815-0111

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