Meeting Archive:
Partnering Your IRA With Non- IRA Funds to Purchase Investment Properties

Meeting Description:
Your IRA can partner with another IRA, your personal funds, and third parties to buy new investments. Join Entrust Business Development Manager, Bill St. John to learn how your self-directed IRA can partner with your personal funds or third parties to purchase rental properties, LLCs, promissory notes and private placements.

During this presentation, Bill will discuss:
  • How two IRAs can partner to purchase an investment property
  • The various ownership vesting arrangements for jointly owned property
  • The numerous non-landlord options for participating in todays' real estate market
  • How to form a single member or multi- member LLC for alternative Investing
  • The basics of opening and managing a self-directed IRA
Date: Tue, May 7, 2013
Time: 10:00 AM PDT
Duration: 1 hour
Host(s): The Entrust Group
 Presenter Information
Bill St. John
Speaker Photo

William (Bill) St. John, MS has over 25 years of senior management and investment experience. Most recently, Bill served as Managing Director of the University Funds LLC (UFunds), which participated in private placement offerings for early stage technology companies.

Prior to UFunds, Bill was an owner of a successful real estate brokerage in Hawaii that was purchased by Century 21 All Islands. Bill has extensive real estate investment experience with advanced training in commercial investment property management from the CCIM Institute.

Bill has Series 66 and Series 7 Securities licenses and he has managed many private placement offerings, venture capital financings and a public offering. He has been an instructor with the Technology Transfer Institute relative to Due Diligence Methods.