In Case You Missed It... Our Exclusive Personal Bank Master Class


Self-Directed IRA Personal Bank Master Class

I know lately we’ve been discussing Self-Directed IRA’s a lot – but I just wanted to extend the offer for you to attend my How to Create a Personal Bank master class hosted by myself and Matt Tillack of the iPlan Group in case you missed it last week. Trust me, you do NOT want to miss out on this information.

iPlan Group is a Self-Directed IRA administrator built by investors for investors. Together, their team has over 80 years of experience in financial services and 20 years in the Self-Directed IRA industry. With these guys, you definitely receive the value you deserve.

To review our post about 15 Powerful Ways to Invest in Real Estate with Your Self-Directed IRA, click here.

To review our post about 10 Advantages of Self-Directed IRA’s in Real Estate Investing, click here.

Why Self-Direct?

In addition to tax-free profits, asset protection, tax deductions, as well as estate planning, you’re able to make tax-free investments in assets that are familiar and comfortable to you. By using your Self-Directed IRA to invest in real estate, you’re investing in a tangible asset. Investing in real estate also provides the potential of generating a passive income stream for you to utilize, while at the same time protecting your initial investment.

There are four different types of accounts they will work with:

  1. Individual Retirement Accounts - A tax-deferred retirement plan that offers self-employed individuals and spouses the maximum retirement savings along with a Roth 401(k) option
  2. Small Business Retirement Accounts - Whether you’re self-employed or own a small business, a retirement plan will help you save for your financial future, receive tax deductions for your business, and provide a valuable benefit to you and your employees.
  3. Education Savings Accounts (CESAs) – With a CESA account, your investments can grow tax-free until you need them and the funds can be used for educational expenses from kindergarten through graduate school.
  4. Health Savings Accounts (HSAs) - An HSA allows you to save for medical expenses and gain potential tax advantages. Paired with a high-deductible health plan, the HSA provides you with a tax-free way to pay for current and save future medical expenses such as physician visits, prescription drugs, and more.

Now, go schedule your free 30 minute one-on-one consultation with one of our experts and tell them Josh Cantwell sent you!

SREC’s on Roku!

Roku is new and it’s TV the way you want it. It offers the biggest selection of streaming channels combined with innovative features like unbiased search and the Roku Feed™ put choice and control back in the hands of people who love TV.

Roku offers four different options of streaming players based on your TV and what fits your needs. You can search through the widest selection of channels — by actor, title, or director, using remote, Roku mobile app, or the all new voice search. You choose what you want to watch and how much to spend.

You can find our Strategic Real Estate Coach Channel by logging in under your account and searching “SREC TV” on your Roku or click here.

Again, check out the Personal Bank master class and let me know what you think. And as always, leave some feedback for us in the comments below.

Be Daring,


CEO Strategic Real Estate Coach

CEO Freeland Ventures and Freeland Lending

CEO Yellow Jacket Properties

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