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Client Centered

Freedom Wealth Advisors is committed to educating all Americans of their rights to invest retirement dollars in the investments they choose, know and understand. Investments in addition to stocks, bonds and mutual funds.

Freedom Wealth Advisors offers no cost educational meetings/seminars about investing with an SDRA and the opportunities that are afforded to them under IRC.

Educational Services are available to Individual Investors, Investor Groups and Professionals.  Some professionals may be able to earn CPE for course.

Topic Areas:

Motivating factors

Permitted Investments

Disqualified Persons

Prohibited Transactions

How to leverage an IRA to buy Real Estate

Ways to pool funds and invest with partners, friends and family

Private lending with an IRA

How do non-traditional investments fit into a portfolio?

IRC Regulations for non-traditional investments within a qualified retirement account.

Procedures for establishing a Self Directed IRA.

Fundamentals of purchasing, managing and selling non-traditional assets within a Self Directed IRA.

Entities for purchasing non-traditional investments in a Self Directed IRA

Unrelated Business Income Tax (UBIT) for Self Directed IRA.