Showing posts with label IRA. Show all posts
Showing posts with label IRA. Show all posts

Friday, September 20, 2019

IRAs and CPAs with Amanda Han, Matthew MacFarland, and Kaaren Hall #661

On Friday, September 27, the Norris Group proudly presents its 12th annual award-winning black tie event I Survived Real Estate.  An incredible lineup of industry experts will join Bruce and Aaron Norris to discuss perplexing industry trends, head-scratching legislation, massive tech disruption, and opportunities emerging for real estate professionals. All proceeds from the event benefit Make A Wish and St. Jude Children's Research Hospital. This event is not possible without the generous help of the following platinum partners: the San Diego Creative Real Estate Investors Association, InvestClub, ThinkRealty, Coach Fullerton, Keller Williams Corona, PropertyRadar, the Apartment Owners Association, MVT Productions, and Realty411. Visit isurvivedrealestate.com for event information.

This week's radio show hosts are both Bruce and Aaron Norris. I Survived Real Estate is next week, and typically within three or four weeks after that, they have the annual Financial Tactics Breakfast. This is the ninth year, which is very difficult to believe, and it has become more popular over time. They started producing it on Amazon Prime. You can see past events that they've done, and it's by far the most sophisticated thing they do when it comes to estate planning.  Aaron always learns a ton. Today's guests on the show are Kaaren Hall of uDirect IRA. She is a longtime friend and board member at the Retirement Industry Trust Association. The Norris Group has an account with her. Joining her are Matt MacFarland and Amanda Han with Keystone CPA. They are real estate all-stars when it comes to CPAs and working with real estate investors.

In this segment, Bruce and Aaron will discuss with them their specialties of CPAs and IRAs, alternative assets in IRAs, retirement account money and whether it is bulletproof,  checkbook LLCs, the beneficiaries of last year's tax changes, plus much of what you will hear about at the Financial Tactics Breakfast in October. That and much more on the real estate radio show.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.

The Norris Group would like to thank its gold sponsors for supporting I Survived Real Estate: Coldwell Banker Town and Country, In A Day Development, Inland Valley Association of Realtors, Keystone CPA, Las Brisas Escrow, LA South REIA, Michael Ryan and Associates, NorcalREIA, NSDREI, Orange County Real Estate Investors, Pacific Premier Bank, Pasadena FIBI, Shenbaum Group, SJREI, Spinnaker Loans, South OC REIA, uDirect IRA Services, White House Catering, Wilson Investment Properties. See isurvivedrealestate.com for event information.


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Friday, August 15, 2014

Kaaren Hall Joins Bruce Norris on the Real Estate Radio Show #395

Bruce Norris is joined this week by Kaaren Hall.  Kaaren is the owner of uDirect IRA Services, a company that specializes in helping people understand what to do with their self-directed IRAs.  Kaaren utilizes her skill of mortgage banking, real estate, and property management to focus on this market and help others even in the midst of the recession that had gone by and collapsed the mortgage market.  Through her knowledge, she has educated tens of thousands on building wealth through IRAs and diversifying their investments. Bruce and Kaaren discuss different IRAs including ROTH, SEP, and traditional, how long IRAs have been in place, making contributions to your IRAs and when you can do business with them, the cutoff amounts for married and singles, groups of people allowed and disallowed from IRAs, and much, much more on this week's real estate radio show and podcast.




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Friday, June 28, 2013

Peter Fortunato Joins Bruce Norris on the Real Estate Radio Show #336

Bruce Norris is joined again this week by Peter Fortunato. Peter has been an investor for a very long time since 1965 and loves the business. He is a libertarian, a capitalist, and he believes that transactions result from carefully conceived goals and plans followed by purposeful action and scrupulous documentation. Bruce and Peter discuss repeat business when dealing with private parties, his situation with a property he tried to acquire and the nine heirs involved, Peter's mentors and the people he learned from, his start at the age of 18, his seminar "Peter Fortunato and Jay Turner Present Profits and Mortgages," and much more on this week's real estate radio show and podcast.

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Friday, December 10, 2010

Tom Anderson Joins Bruce Norris on the Real Estate Radio Show #204

This week Bruce is joined by Tom Anderson. Tom is the chairman and founder of PENSCO Trust Company. He is considered by many to be the national expert on the topic of self directed IRAs. Bruce and Tom discuss prohibited transactions, the IRS and the Department of Justice, real estate investors using their IRA for investing, disqualified persons and Internal Revenue Code 4975, how lenders can be fined for being involved in prohibited transactions, prohibited linked transactions, and much more.

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Friday, December 3, 2010

Tom Anderson Joins Bruce Norris on the Real Estate Radio Show #203

This week Bruce is joined by Tom Anderson. Tom is the chairman and founder of PENSCO Trust Company. He is considered by many to be the national expert on the topic of self directed IRAs. Bruce and Tom discuss Roth IRA, how and why IRAs were started, the 2010 Roth conversion, why investing in alternative assets make sense, leveraging an IRA, tax deferred investing, and much more.

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Wednesday, November 25, 2009

Craig Hill with The Norris Group #150

Bruce speaks with Craig Hill again regarding hard money loans and trust deed investments at the Norris Group. This week Craig discusses preferred characteristics for a hard money borrower. With over 20 years in the hard money business, Craig has important discernment skills that protects our money sources. The Norris Group only loans in California so The Norris Group offers local insights and prides itself on an excellent track record. Bruce and Craig discuss why The Norris Group does not offer pooled (also known as fractionalized) trust deed investment and why they prefer their one-on-one method and the risk-saving features it offers. Bruce Norris and Craig Hill also discuss the new long term hard money program currently available.

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