Leverage Your Self-Directed Retirement Account With Marshall Reddick's Private Lending
November 20th, 2024 1:00 PM CT
Chris Carlson
Ramez Fakhoury
Upcoming Live
Founded
In 2008
Members
Administered
1 Billion
in Assets
Full-Time
Dedicated Staff
White-Glove
Service
Here’s What You’ll Learn
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Meet The Experts
Marshall Reddick
Chris Carlson
Since 2012, Chris has dedicated himself to the real estate industry and takes great pride in serving hundreds of clients throughout his career. Chris has a deep love for helping others accomplish their personal & financial goals through real estate. As a Marshall Reddick Advisor, he has helped clients expand their residential portfolio, acquire out-of-state residential real estate, complete complicated 1031 exchanges, and invest in the mortgage fund. Prior to joining Marshall Reddick, Chris was an acquisitions manager for a publically traded investment firm, specializing in flipping residential real estate in 4 different states. He currently owns investment property and personally invests in the Marshall Reddick Mortgage Fund.
Marshall Reddick
Vince Tomich
Vince started investing in Real Estate in 2016 and owns multiple rental properties. After graduating from Cal State San Marcos, Vince spent 4 years as a residential mortgage lender before getting his real estate license and joining the team at Marshall Reddick. He is a firm believer in the value that Marshall Reddick brings to each client and is ¬¬¬¬¬¬-grateful to be part of that process. Vince is an active participant in the Marshall Reddick mortgage Fund and has been a consistent capital raiser since its inception.
Vice President of IRA Club
Ramez Fakhoury
As an entrepreneur with a rich background spanning over two decades, Ramez is deeply commited to education and inspiring individuals, empowering them to venture beyond conventional paths and diversify their investments through the power of self-direction.
FDIC Insured
IRA/401(k) cash is FDIC insured
Flat Fee Structure
Flat fees and straightforward pricing
Free IRA Reports
Free annual IRA tax reporting
(RMDs, 1099-R, 5498, 5500 forms)
Investor's Row
Explore alternative investment opportunities
Concierge Service
Friendly, white-glove service
Educational Resources
Up-to-date educational resources on IRS regulations
Frequently Asked Questions
Here are the most common Self-Directed IRA questions. Have others?
Sign up for our webinar and ask us in person!
IRA Club provides a way for people like you to fully utilize the benefits of Self-Directed IRAs, leading to a wider range of investments and potential for better returns.
It’s an IRA that gives you more choices for where you want to invest your money, not just in regular stocks or bonds.
Self-Directed IRAs were passed by Congress back in 1974. Alternative IRA investments have always been allowed by the IRS, however, many IRA companies have placed artificial restrictions on IRA owners over the years. Self-Directed IRAs are not well known because most banks and brokerage firms prefer traditional investments.
It’s easy to make investments with a Self-Directed IRA. Once you find your investment and provide money to the seller, you will receive proof that your Self-Directed IRA is the new owner. It can be in the form of a Bill of Sale, title, deed, or simply a statement identifying your Self-Directed IRA as the asset’s new owner. The main difference is that the name on the title (or other documents) is the name of your Self-Directed IRA and not your name as an individual.
Yes. The most common way for an IRA to buy an asset is to pay cash. However, there may be times when an alternative method of payment is practical.
Maximum Contributions for 2023:
Under age 50 – $7,000.
Age 50 and over – $8,000
