AI - The Modern Way to Manage Money From Stocks to Crypto
May 14TH, 2024 1:00 PM CT
Lee Gearhart
Ramez Fakhoury
Upcoming Live
May 14th, 2024 1:00 pm ct
Founded
In 2008
Members
Administered
1 Billion
in Assets
Full-Time
Dedicated Staff
White
Glove-Service
Here’s What You’ll Learn
1
Understand the basics of what AI is and how it works.
2
Create an AI driven smartfolio aligned to investors’ risk/reward tolerances.
3
The difference between an algorithm and AI.
4
Understand how the flip system gives investors an advantage in trading whether they are trading stocks or crypto.
About iFlip Inc.
iFlip has created the world’s first investing app that lets individuals trade and invest using AI to significantly enhance market performance. It turns your phone into an investment tool that knows when to get you in the market and when to get you out, watching the signals to minimize losses and maximize gains. iFlip can improve the return and risk profiles offered by mutual funds and well-known investment managers at a fraction of the cost.
Meet The Experts
Client Onboarding
Lee Gearhart
For the last five years, Lee has been empowering investors to preserve, protect, and grow their wealth with iFlip, a trading software that uses algorithmic intelligence to buy, sell and hold daily like a professional investor on wall street.
Vice President
Ramez Fakhoury
As an entrepreneur with a rich background spanning over two decades, Ramez is deeply commited to education and inspiring individuals, empowering them to venture beyond conventional paths and diversify their investments through the power of self-direction.
IRA Club Benefits
FDIC Insured
IRA/401(k) cash is FDIC insured
Flat Fee Structure
Flat fees and straightforward pricing
Free IRA Reports
Free annual IRA tax reporting
(RMDs, 1099-R, 5498, 5500 forms)
Investors Row
Explore alternative investment opportunities
Concierge Service
Friendly, White Glove service
Educational Resources
Up-to-date educational resources on IRS regulations
Frequently Asked Questions
Here are the most common Self Directed IRA questions. Have others?
Sign up for our webinar and ask us in person!
IRA Club provides a way for people like you to fully utilize the benefits of Self-Directed IRAs, leading to a wider range of investments and potential for better returns.
It’s an IRA that gives you more choices for where you want to invest your money, not just in regular stocks or bonds.
Self-Directed IRAs were passed by Congress back in 1974. Alternative IRA investments have always been allowed by the IRS, however, many IRA companies have placed artificial restrictions on IRA owners over the years. Self-Directed IRAs are not well known because most banks and brokerage firms prefer traditional investments.
It’s easy to make investments with a Self-Directed IRA. Once you find your investment and provide money to the seller, you will receive proof that your Self-Directed IRA is the new owner. It can be in the form of a Bill of Sale, title, deed, or simply a statement identifying your Self-Directed IRA as the asset’s new owner. The main difference is that the name on the title (or other documents) is the name of your Self-Directed IRA and not your name as an individual.
Yes. The most common way for an IRA to buy an asset is to pay cash. However, there may be times when an alternative method of payment is practical.
Maximum Contributions for 2023:
Under age 50 – $7,000.
Age 50 and over – $8,000
