Invest Smart: Learn How to Invest Your IRA in Private Equity
Mode Mobile plans to turn cellphones into a brand new income stream – just as Uber did with cars and Airbnb did with homes.
As a serial entrepreneur Mode Mobile’s CEO Dan Novaes has successfully established and grown businesses in international e-commerce, consumer products, and media sectors, collectively achieving nearly $100M in revenue. .
March 19th, 2024 1:00 PM CT
Dan Novaes
Ramez Fakhoury
Upcoming Live
march 19th, 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
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Inside look at America’s fastest-growing tech company
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About Mode Mobile
Mode Mobile is a technology company unlocking the world’s most accessible income-generating asset: the smartphone, paying users for their attention and engagement. Mode Mobile has 40M+ registered beta users across 170 countries taking advantage of its earning opportunities, generating $50M+ in revenue to date. Users have earned and saved $250M+ to date. For more information about Mode Mobile and to invest, please visit https://invest.modemobile.com.
Meet The Experts
MJ REIT
Chris Reece
Chris has served as Chairman and Chief Executive Officer of MJ REIT since its inception. He co-founded AC Capital Partners LLC, a national sponsor of alternative investments, and has over 25 years of experience in the asset management space.
Prior to starting AC Capital Partners and MJ REIT he served as managing director with Arcview Capital, where he focused his efforts on developing relationships with independent broker dealers, regional firms, and wires. Prior to joining Arcview Capital, he spent nine years at FS Investments, where he built a team of client portfolio managers focusing on private real estate, private credit, and liquid funds. He and his team helped to raise over $10 billion in assets.
Before FS Investments, he spent five years as a Director with Turner Investment Partners (“Turner”), an investment firm that, at the time, managed more than $13 billion of securities for institutions and individuals. At Turner, he was responsible for managing the firm’s largest institutional relationships spread across alternative, domestic, and international strategies. In this role, he was also responsible for generating investment research and articulating detailed portfolio analysis of the firm’s strategies to clients. Before joining Turner, he was a Product Specialist with Planco/The Hartford Mutual Funds and was instrumental in successfully building out their registered investment advisor channel.
Prior to this role, he spent two years at David Vaughan Investments as a senior relationship manager and eight years at The Vanguard Group, most recently as an international investment analyst.
Mr. Reece received his MBA from Villanova University and his BS in Finance from Drexel University. He is a CFA charterholder.
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