WEDNESDAY, FEBRUARY 11TH AT 12:00 PM EST
Investing with Family: Innovative Retirement Plan Strategies
Keith Blackborg is a CPA and wealth strategist who helps business owners become "work optional" in three to five years and builds virtual family offices for self-directed millionaires. In this presentation he lays out retirement plan strategies to invest alongside family using discounted rollovers, ROBS, and practical entity structures. He explains account and entity combinations for family members and the types of investments these structures can hold, including rentals, hard-money loans, stocks, bonds, and K-1 income. He also covers tax-focused tactics for managing UBIT and related filing issues, including using a C-corporation UBIT blocker and LLC holding structures to manage ownership and distribution tax impacts.
Family Wealth Synergy:
Experience the magic that unfolds when families unite to shape their financial destinies together. Discover how a shared vision can elevate ordinary plans into extraordinary legacies.
The Art of Strategic Structures:
Step into a world where innovative frameworks unlock new horizons for your retirement journey. See how the right approach can reveal opportunities you never imagined possible.
Beyond Boundaries:
Challenge the status quo and explore how breaking traditional molds can lead to surprising advantages. Find out how thinking differently can set your family on a path to enduring prosperity.
Our Speaker - Keith Blackborg
Keith is a CPA and wealth strategist who has helped hundreds of business owners reach “work optional” in 3-5 years and, when build a virtual family office. He guides a community of self-directed millionaires, with a purpose. His other company, Financial Journey, helps members grow wealth faster, pay less taxes, and enjoy the journey.
Keith, along with a community-based due diligence council, helps identify investments and service providers that support this discounted rollover strategy.
American IRA, LLC, a South Dakota limited liability company, serves as a Third Party Administrator on behalf of the Custodian, New Vision Trust Company, a state chartered South Dakota Trust Company. As a Self-Directed IRA administrator we are a neutral third party. We do not make any recommendations to any person or entity associated with investments of any type (including financial representatives, investment promoters or companies, or employees, agents or representatives associated with these firms). We are not responsible for and are not bound by any statements, representations, warranties or agreements made by any such person or entity and do not provide any recommendation on the quality, profitability or reputability of any investment, individual or company. The terms "we" and "us" refer to American IRA, with an office located in Sioux Falls, SD.