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How to Invest with a Self Directed Roth/Standard 401k with Check Writing Abilities

with... Jeff Breglio

Imagine that you are behind the wheel determining when to write a check for an investment (without the need to rely on an administrator for funding). Wouldn't this be nice?

Tuesday, February 13, 2018

SLCC, Miller Campus, MFEC #203
9750 South 300 West
Sandy, UT 84070

You know the benefits of using a Self Directed IRA or Standard 401k when investing in real estate...

Now, imagine that you are behind the wheel determining when to write a check for an investment (without the need to rely on an administrator for funding). Wouldn't this be nice?

At the February Utah REIA Networking Luncheon, Jeff Breglio, Real Estate Attorney, will take us by the hand and show us how to invest in a Self Directed Roth/Standard 401k with check writing abilities. During this presentation, he will cover:

1. IRA vs. 401k
2. Roth vs. Traditional Retirement Accounts
3. Solo 401K Trust vs. IRA, LLC
4. Getting Started in Self-Direction
5. Final Thoughts on Self-Direction

Jeffrey S. Breglio has been an attorney since 1995 and in private practice beginning in 2000. He graduated from Brigham Young University with a B.A. in Economics as well as his Juris Doctorate. Jeff began his professional adult life as an educator in secondary education and then higher education where he taught business law, economic and English courses.
He began investing in real estate in 2000 when he bought his first flip property. At about the same time he was asked to help negotiate an intellectual property dispute over some music for a film producer. Thus began his legal career. Soon Jeff was representing numerous film production companies, musicians and other artists, helping protect their creative artwork.
Because of his passion for and experience in real estate, Jeff began helping other investors protect their assets and facilitate their transactions. Currently he teaches, both locally and nationally, on numerous real estate investing topics such as asset protection, seller-financing and self-direction.
For four years, Jeff practiced in Washington DC, where he had grown up. He helped on large, government regulation and litigation cases on behalf of numerous Fortune 500 companies. This time broadened his experience in the law as well as his love for the eastern seaboard.
Because of this background, protecting families and business owners was a natural fit. He has tailored Breglio Law Office, as well as his own practice, to helping people protect what they’ve work hard for, be that their home or other real estate assets, their business, their intellectual properties or their own families.
Jeff is a former competitive marathoner and triathlete, even having competed in the St. George, UT Ironman. He still runs today. He’s also proud to say that he’s published three novels and is working on his fourth. 

Rize Property Management is a residential property management firm focused in single family and small mulit-family investments. We strive to make owning investment property a passive investment for owners by truly partnering with our clients to maximize income and streamline operations. We developed our business from managing a large SFR portfolio for an institutional investor and currently focus on bringing our operational expertise to independent owners. 
For more information about Rize Property Management, visit www.rizepropertymanagement.com.

For More Info: Contact Rebecca Dearing by calling (801) 647-8862 or by sending an e-mail to rebecca@utahreia.org.

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Date: Tuesday, February 13, 2018
Time: 11:30 AM - 1:00 PM

SLCC, Miller Campus, MFEC #203
9750 South 300 West
Sandy, UT 84070

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Utah Real Estate Investors Association
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  • P.O. Box 1168
  • West JordanUT  84088

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