Education in Vermont

“Investing in Real Estate with IRA Funds”

Burlington, Vermont

On Sunday, September 19, The S.E.C. Education Foundation will present another timely education program for real estate investors and brokers entitled “Investing in Real Estate with IRA Funds.” The program will be held in conjunction with the Society of Exchange Counselors National Invitational Marketing meeting in Burlington, Vermont.

Presenting the program will be Michael P. Scott, Vice President in charge of Pensco Trust Company’s east coast operations. Mr. Scott is responsible for the development and implementation of marketing programs to introduce Self-Directed IRA’s to consumers and professionals who states; “The most interesting thing that many people are not aware of is the opportunity to include potentially more lucrative non-publicly traded alternative assets within a Self-Directed IRA, penalty free and tax deferred.”

Mr. Scott will also moderate a panel discussion featuring Society members Jack Harper, S.E.C., CCIM, Jim Wilson, CCIM and Mark Johnson, S.E.C., CCIM.

When asked why he uses IRA funds to invest, panel participant, Mark Johnson stated: “Why not use an IRA to invest; it is your money! The question you should ask yourself; ‘can I build my estate and pay more attention to the details than a anonymous company clear across the U.S.?’ The answer is YES – just as long as you understand the rules.”

This exciting program will cover everything you ever wanted to know about Self-Directed IRA’s including:

  • What is a Self-Directed IRA?
  • What type of real estate can IRA funds be invested in?
  • What Transactions are allowed?
  • What Transactions are prohibited if the IRA purchases Real Estate Directly?
  • What are the Logistics of R.E. Investments in a Self-Directed IRA?
  • How do I Manage the Investment?
  • What Steps are involved in Investing IRA Funds in an Investment Property?
  • Who offers Self-Directed IRA’s?
  • What is the Difference Between Vendors?

The program will be held at The Sheraton Burlington Hotel, the site of the S.E.C. National Invitational Marketing Conference on September 19-22, 2004. To make your reservation for “Investing in RE with IRA Funds” register online at

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