Unlock Your IRA: The Real Estate Play for Building Lasting Wealth

Why Overpaying Taxes is the Costliest Mistake High Earners Make

Use your IRA to own real property — not just paper.

đź“… Date: November 20, 2025

⌚ Time: 11:00 AM PT

Featuring:

Pete Schnepp & Shea Roberts (Vantage IRA)

What This Webinar is About

Most investors don’t realize their retirement funds can do more than ride the market. This webinar breaks down how to use a Self-Directed IRA (SDIRA) to invest in private real estate - and why this strategy gives you more control, security, and long-term growth than traditional stock-based accounts.

You'll learn:

How to use your IRA or an old 401(k) to invest in real estate

What a Self-Directed IRA is and how it works

How to transfer or roll over funds without triggering taxes

How investors are using SDIRAs to build lasting, tax-advantaged wealth

WHY NOW?

Market volatility has made many investors uneasy, yet billions sit idle in retirement accounts earning little and exposed to risk. A Self-Directed IRA puts you back in control.

If you’ve ever wanted to invest in real estate but thought your funds were tied up, this is your window. Learn how to move them safely, legally, and without penalties into real, cash-flowing assets that compound over time.

Who Should Attend

Investors who want to diversify beyond stocks and mutual funds

Anyone with an IRA, an old 401(k), or former employer retirement plan

Real estate investors or professionals ready to scale into private deals

Savers seeking more control and predictability in their retirement growth

Key Takeaways

By the end of this session, you'll understand:

  • How a Self-Directed IRA works and how to open one

  • How to invest in real estate without cashing out your retirement

  • The tax-deferred or tax-free advantages of SDIRAs

  • The simple steps to start redirecting funds into real assets

Meet the Presenters

Pete Schnepp

Founder of Asset Stream boutique multifamily operator, and advocate for smarter, tax-efficient investing strategies that put control back in the hands of investors.

Shea Roberts

Business Development & Strategic Partnerships at Vantage IRAs. With over $3.2B in administered assets, Vantage helps investors take control of their retirement and diversify their savings outside the stock market through a Self-Directed IRA.

Don’t let your retirement sit idle - learn how to put it to work in real assets that build long-term wealth.