From Wall Street to Your Street: Migrating Retirement Accounts to REAL Investments – Special Class

Want to move your investments from Wall Street to your street? Attend this special class, “From Wall Street to Your Street: Migrating Retirement Accounts to REAL Investments”, with speaker David Moore of Equity Advantage, Inc.
David will be covering the following points:

  • The basics of IRA’s and the benefits of directing them into real estate
  • What types of accounts can be used (401K’s & IRA’s)
  • Types of possible investments
  • What is a “Checkbook IRA?”
  • The Pitfalls and Traps & UBIT
  • General Q&A

Come to the class with your questions, David is the “guy with the answers”!

Class Presented by: First American Title Insurance Company of Oregon

DATE: Tuesday, July 10, 2012
TIME: 9:00 am – 10:00 am
LOCATION: Oregon Realty Co.
12901 SE 97th Ave Suite 220
Clackamas, OR 97015

1 Eligible Credit Hour
(Course #2034 / RE Finance)

via IRA Advantage

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"WASHINGTON STATE LAW, RCW 19.310.040, REQUIRES AN Exchange FACILITATOR TO EITHER MAINTAIN A FIDELITY BOND IN AN AMOUNT OF NOT LESS THAN ONE MILLION DOLLARS THAT PROTECTS CLIENTS AGAINST LOSSES CAUSED BY CRIMINAL ACTS OF THE Exchange FACILITATOR, OR HOLD ALL CLIENT FUNDS IN A QUALIFIED ESCROW ACCOUNT OR QUALIFIED TRUST." RCW 19.310.040(1)(b) (as amended)

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