Unlock Tax-Advantaged Wealth: Transform Your Retirement Savings with Real Estate Investments
January 9th, 2024 1:00 PM CT
Vinod Sharma
Ramez Fakhoury
January 9th, 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
Proven strategies to reduce your tax burden and retain more of your hard-earned money
2
How to diversify your portfolio beyond traditional stocks and bonds with real estate
3
Step-by-step guidance on using SDIRAs to invest in curated portfolios of high-potential properties
4
The secrets to achieving predictable, long-term returns through real estate—whether you’re new to SDIRAs or a seasoned investor.
About BricksFolios
BricksFolios is the Morgan Stanley of Real Estate, a category-defining company revolutionizing how families build wealth through smart, strategic real estate investments. At the intersection of cutting-edge technology and personalized expertise, BricksFolios enables individuals to achieve financial freedom and align their investments with the life they envision.
Our mission is simple yet powerful: to empower a million families to dream bigger, dare to take control, and do what it takes to secure a job-optional future. BricksFolios offers end-to-end, white-glove services, backed by proprietary technology that takes the guesswork out of real estate investing. From planning and acquisition to portfolio optimization, we make investing smarter, simpler, and more impactful.
Meet The Experts
BRICKSFOLIO
VINOD SHARMA & JO DIXIT
Vinod Sharma and Jo Dixit are the dynamic co-founders of BricksFolios, a category-creating company that is transforming real estate wealth management. Known as the Morgan Stanley of Real Estate, BricksFolios is revolutionizing how individuals build wealth, empowering families to invest smarter and achieve financial freedom through innovative, data-driven strategies.
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.
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)
Investor's 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
