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CMA Webinar – Lending to and from a Self-Directed Retirement Plan
April 16 @ 11:00 am - 12:15 pm
Members: Complimentary
Non-Members: $50.00
There’s a wealth of investment potential out there in self-directed IRA and solo 401(k) plans – ready to be accessed for new sources of capital. How so? Brett Synicky and Jeff Smallowitz will explain. They’ll discuss custodian/non-custodian & trust investments, allowable investment maximums for 2025, prohibited investments, and so much more. They’ll also share tips to finding potential note or fund investors who have self-directed funds to invest. Discover the key benefits, rules, and strategies for working with investors who want to grow their retirement wealth through private lending. Tap into this trillion-dollar market while offering alternative investment opportunities to retirement account holders ready to invest and watch your business grow!
Presented by:
Brett Synicky, IRA & 401(k) Consultant, Sense Financial
Jeff Smallowitz, Principal, Private Lending Direct