The Freedom Accelerator

You will...

  • Learn Solo 401k which will allow you to contribute $66k into a 401k Plan ($73,500 if over 50) instead of $22,500 for 401k ($30k if over 50) and IRA contributions of $6,500   
  • Setting up correctly, you could contribute $132k ($147k if over 50) as a couple to a 401k. 
  • Learn about Roth Conversions and Solo 401K Backdoor Roth to convert to Roth IRA 
  • Learn the tax advantages of conversion 
  • How to join nearly 28,000 Americans with over $5M in Roth IRA money 
  • Learn how to setup LLC’s and Trusts within IRA’s  
  • Learn how to combine multiple IRA’s or 401k’s. Learn how multiple IRA’s and 401ks can all invest in one LLC.   
  • Learn how to protect your assets by sheltering inside an LLC 
  • Learn how to trade tax-free inside your retirement accounts 
  • Learn how to get flexible, low-tax rates 
  • Get 60 day access to the course recordings
  • Get 60 day access to LIVE office hour sessions (2x/month)

Agenda

  1. Who Midland is - History, how we compare to a Schwab etc, how we are regulated  
  2. Types of IRAs and how they are typically funded, stats around that – Solo 401k, Roth Conversions 
  3. What a self-directed IRA is 
  4. IRA Rules regarding prohibited investments, disqualified parties 
  5. Investment process (Real Estate) 
  6. Investment Process (LLCs) 
  7. How do those compare and the responsibilities of each  
  8. Cautionary examples, touch on UBIT 
  9. Q&A
  10. How to get started 

$1,095.00 USD

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DISCLAIMER

Investments or strategies mentioned in this workshop, including any handouts, may not be suitable for you. We are not licensed insurance specialists, certified accountants or attorneys. This material does not take into account your particular investment objectives, tax status, financial situation, or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investment or strategies mentioned in this workshop, including any of the handouts. Before acting on information in this workshop, you should consider whether it is suitable for your particular circumstances and seek advice from your own financial adviser, insurance specialist, CPA or attorney. Investors should be aware of potential risks including losses beyond 100% of capital invested.