RSVP TO

Midtown’s May Lunch & Learn:

Unlocking Real Estate Investment with Self-Directed IRAs

with Doug Plummer

Few people realize that self-directed IRA (SDIRA) funds can be used to purchase investment real estate! While this strategy can be an excellent way to diversify retirement assets, the process is complex. Failure to follow IRS guidelines can result in disqualified transactions, triggering early distribution penalties. On top of that, very few lenders are willing to finance these deals – making the right partners essential.

Join Douglas Plummer as he shares his firsthand experience purchasing investment property with IRA funds. He’ll walk you through the process and highlight the common pitfalls to avoid.

You’ll also hear from Gary Mobbs and Dayton Mejias of SouthStar Bank, one of the few institutions offering passive self-directed custodial IRAs and non-recourse IRA loans. These tools give investors greater control over their financial future, enabling opportunities in real estate, joint ventures, tax lien certificates, and more.

Whether you’re setting up your first SDIRA or looking to strengthen your current portfolio, this panel will equip you with the knowledge and resources to grow your retirement plan through alternative investments with confidence.

When:

Thursday, May 29th

11:30AM -1PM

Where:

Midtown

3009 N. Lamar Blvd., Austin, TX 78705

Free to attend; lunch is provided. | Space is limited – Please RSVP below.