If you would like to learn how to avoid paying capital gains tax by purchasing real estate with your IRA or old 401(k), plan on attending: “Maximizing your IRA with Real Estate” on Wednesday May 25, 2022. This FREE event will take place at the desert’s beautiful new 55+ community Avenida Palm Desert located at 40445 Portola Ave. Avenida will provide complimentary champagne and cheese beginning at 4:30 p.m. You can register on Eventbrite or go to and click “going.” To ensure there are enough seats, you are kindly asked to register for this event.

A professional Realtor does more than just open homes and put-up “For Sale” signs. My goal is also to assist clients in maximizing their real estate investment portfolio. Most individuals don’t know purchasing real estate is one of the best ways to achieve generational wealth. When saving for retirement, most investors think: stocks, bonds, and mutual funds. But many big banks and platforms have made it easier for investors of all ages to throw their hat into the “self-directed” stock market trading ring. This means you can choose to invest your money in real estate and see even bigger and better long-term capital gains.

IRAR Trust Company based in South Dakota will be our featured business. They have been a successful self-directed IRA custodian with over 25 years of expertise. IRAR Trust Company is a reliable financial institution in the industry and prides itself on always picking up the phone for clients. Liane Bathey, Founder & CEO of IRAR Trust Company, is a Certified IRA Services Professional (CISP) and will breakdown how you can make real estate investments with a tax-deferred or tax-free self-directed IRA.


What is Self-Directed Investing?

Self-directed investing differs from more traditional forms of investing. The biggest difference between self-directed investing and conventional investing is who is making the decisions. Conventional investing requires the use of an advisor and more traditional financial institutions to make investments on your behalf. A financial advisor chooses how to direct your investment funds. However, self-directed investing puts you directly at the wheel— you are in complete control over how you invest your IRA money. Real estate is the number one asset of choice in self-directed IRAs.

At this informative event, you will also learn how to insure and fund your investments. Sean La Rue with Franklin Loan Center will be discussing investment property financing options and how you can combine your IRA with or without tax returns. He will be discussing the current interest rate market and what to expect with the election coming up in November. Where are rates headed? How high can they go? Why are they going up so high so fast? What’s triggering this? When is the best time to invest? Get all these questions and more answered.

Purchasing real estate is one of the biggest investments you will make in your life. Naturally, you want to ensure you are protected. Jose Beltran, an insurance broker with Gooshead Insurance in La Quinta, will be on hand to give you useful information on insuring your properties. He is a graduate from the Santa Barbara Business college in Rancho Mirage, where he earned his degree in Business Administration. As an independent insurance broker with Goosehead Insurance, he can shop over 30 different insurance companies to give you the most competitive rates. They offer products for every type of borrower situation.

This will be a one-stop shop for investors and those interested in improving their financial future. If you have any questions, please call Craig Michaels with Better Homes and Gardens Desert Lifestyle Properties at: (760) 880-3848 or email at

Written By: Craig Michaels – Realtor


Better Homes and Gardens Desert Lifestyle Properties