Tax-Sheltered Real Estate Investing with a Self-Directed IRA [course]

Recorded April 2016. Includes: PDF, Audio and Video Files.


Diversify your retirement savings into real assets with consistent income such as:

  • Rental Property
  • New Construction & Property Flipping
  • Private Mortgages

We’ll cover:

  • Various Plan formats and how to decide which is best for you
  • Understanding IRS rules for investing in real estate with retirement funds
  • Using mortgages to leverage your IRA dollars for higher returns
  • Advanced strategies such as property flipping
  • When an IRA or 401k has tax exposure and how to strategize accordingly

About Brian Eastman

Brian Eastman is a principal and Sr. Consultant at Safeguard Advisors, LLC based in Portland, OR.

Since 2005 Safeguard has been an industry leader establishing and supporting self-directed plans for clients in all 50 states looking to invest their tax-sheltered retirement savings in what they know, and diversify beyond the confines of Wall St. Mr. Eastman has personally worked with thousands of independent investors over the years, and has a deep understanding not only of the tax framework that governs self-directed retirement plans, but how to actually use such a plan successfully in a variety of real estate related transaction types.

Mr. Eastman has been investing in real estate personally and with his self-directed plan for 15 years, and has participated in sub-division development, flipping properties, rentals, lease-options, and trust deed financing of various types of property.

Prior to joining Safeguard Advisors, Mr. Eastman spent nearly two decades in the development and implementation of complex software systems, with a focus on client education. His ability to present complex and wide-ranging topics in a clear and understandable fashion translates well to the educational approach that is critical to helping new investors discover the potential of a self-directed retirement investing strategy. A graduate of UC Berkeley, Mr. Eastman enjoys exploring the wonders of the Pacific Northwest backcountry with his family, volunteer leadership with the Boy Scouts, and cheering for his son’s hockey team.

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