Launch Your SIDRA

THE ULTIMATE SDIRA Program

Unlock the Full Potential of Your Retirement Account

Start Leveraging your Account(s) the Right Way

only 3 Spots LEFT!

Don't settle for low returns in Wall Street, miss out on tax-free growth, or risk dissolving your retirement due to lack of knowledge on how to properly execute transactions

What you'll get inside

Here's everything you'll discover when you join the program

Weekly 1 : 1 Coaching Calls w/Josh

Weekly 45min coaching calls setup with intention and action steps to take you from zero-to-hero in your account. Don't leave with a to-do list, leave with a got it done list!

Customized Strategy

Strategy catered to your unique scenario to start your path on purchasing real estate & lending within your retirement account

Compliance Checklist

Full compliance checklist and knowledge to operate account in a manner that does not expose or put at risk of non-compliance

SDIRA Tools

Templates, guides, and tools for investing with your retirement account that you'll use for life

Deployment Gameplan

BONUS: 12 - month personalized capital deployment game plan at the end of the program so that you have action steps to keep progressing forward

This Program Is For You If.....

  • You have an existing retirement/tax advantaged account (IRA, 401(k), HSA, Coverdell ESA, etc)

  • You've heard about investing in real estate with retirement funds but don't know where to start

  • You want to avoid costly IRS mistakes and create real returns within your account(s)

  • You want to lend, flip, or own rentals tax-advantaged

If this sounds like you, then Apply and let's get you up and running!

Disclaimer


Josh Smith is not a CPA, financial advisor, attorney, or licensed fiduciary. This program is purely educational and based on his real-world experience using SDIRAs in real estate and lending strategies. All information shared is for informational purposes only and should not be considered legal, tax, or financial advice. Please consult your professional team before acting on any strategy presented.