AI - The Modern Way to Manage Money From Stocks to Crypto
November 26TH, 2024 1:00 PM CT
Lee Gearhart
Ramez Fakhoury
Live Webinar
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 is a simple-to-use investment platform allowing you to invest in the stock market. Whether you prefer picking your own stocks or want to discover how iFlip’s advanced A.I. technology can do the work for you, IRA Club members can now enjoy a truly diversified retirement portfolio.
- Risk Management: SmartFolios can help protect against market downturns.
- Performance: SmartFolios can provide better returns through AI-driven strategies.
- Transparency: No hidden fees, just clear subscription-based pricing.
- Flexibility: Change your strategy or withdraw anytime with ease.
Meet The Experts
CLIENT ONBOARDING AT IFLIP
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 of ira club
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
