Company Sales Meeting | Using Retirement to Fund Real Estate | Mountain West IRA | Zoom

Most agents (and clients) don’t realize that retirement accounts can be used to purchase
real estate — completely tax-advantaged and IRS-compliant.

This training helps you:

● Unlock a non-traditional funding source clients already have
● Revive stalled deals due to lack of financing
● Stand out as trusted advisors with creative solutions

What You Will Learn:

✅ How to identify clients with untapped retirement funds
✅ What to listen for during buyer/seller conversations
✅ How Self-Directed IRAs (SDIRAs) can be used to purchase property
✅ Common misconceptions — and what’s actually allowed under IRS rules
✅ How to move deals faster without relying solely on banks