WEBINAR: NAR Financial Wellness | How to Transfer Or Rollover Your Retirement Account to Invest in Real Estate—Tax-Free
These monthly webinars are designed to help REALTORS® understand financial topics on a deeper level. Presenters include subject matter experts who will provide tips, planning options, and an array of valuable information to help REALTORS® advance their financial journey.
Register for NAR’s Center for REALTOR® Financial Wellness MARCH 2023 webinar. Learn from subject matter experts, gain valuable information, participate in the live Q&A, and access exclusive resources after the session.
Tired of the stock market and broker fees draining your retirement savings? Take advantage of your industry expertise to build your own wealth.
Get a jump start on the tax-season. Learn how to move your retirement account—then, use the funds to invest in real estate. Moving your retirement account from one custodian to another is easy and you do not incur taxes or penalties when you do it properly. This is an increasingly popular strategy every REALTOR® should know.
During this event you’ll learn:
When to do a transfer or rollover
What transactions are reported to the IRS
How much can you transfer or save in 2023
What are the rules for real estate investments in IRAs?
How to get started before the tax deadline
Speaker: Jason Craig, CISP
You will need your NRDS # upon registering.
$10 for NAR Members
$15 for Non-Members and Guests
This payment is non-refundable. If you miss this session, a link with session materials will be available after the live presentation.
To CANCEL your class registration, please email class name, date, and location to firstname.lastname@example.org or call 561-353-9190.
Class cancellations for “Specialty” courses (Designations/Certifications/license renewal) received within 3 business days of the class start day will be subject to a $20 cancellation fee, which would result in a partial refund of the paid registration fee. If the aforementioned registration was not paid, an invoice for the $20 cancellation fee will be applied.
Members who “No Show” a class without notice of cancellation prior to class will not be eligible for a refund of the registration fee.
By registering for this class/event you hereby consent to the photographing of yourself and the recording of your voice and the use of these photographs and/or recordings singularly or in conjunction with other photographs and/or recordings for advertising, publicity, commercial or other business purposes. You understand that the term “photograph” as used herein encompasses both still photographs and motion picture footage.