National Speaker of Equity Trust
- Dan Manzetti
Leveraging Self-Directed IRAs
Self-Directed IRA/401(k) investing, although widely misunderstood and underutilized, allows investors to architect a diversification strategy with assets often not found in traditional asset allocation models. Assets including, but not limited to, real estate, mortgage notes and trust deeds, small businesses, joint ventures, private equity, and precious metals.
Equity Trust offers a comprehensive self-directed IRA/401(k) educational program, providing useful tools, resources, and insight into the methods used by its clients. The tactics discussed will demonstrate methods to potentially eliminate capital gains tax and ordinary income taxes within your real estate and or alternative investment assets through tax-advantaged retirement accounts. Attendees have the opportunity to leave this training with the knowledge and guidance to formulate and implement alternative investing into their financial plan. We look forward to seeing you there!
National Speaker of Equity Trust Company, Dean Manzetti, will be attending our MnREIA meeting this month talking about ways you might possibly reduce taxes while investing with your self-directed IRA, allowing you to do more with your retirement savings!
Dean will cover:
- 7 types of tax-advantaged accounts available at Equity Trust
- What type of self-directed IRA investments are allowable by the IRS
- Real-life case studies of self-directed IRA success
- Answers to other common questions about how the investment process works and what documents are required
About Dean Manzetti:
Dean Manzetti, National Speaker and Business Development Facilitator for Equity Trust, provides educational resources to real estate and alternative asset investors. Through years of experience in public speaking and educating, Dean delivers an educational curriculum that delves deep into the lesser known aspects of Self-Directed IRA investment techniques. He frequents as a guest speaker at real estate investing seminars and expos across the country.
Meeting Agenda
- 5:30 pm - Registration / Check-In / Networking / Vendors / MnREIA Trivia
- 6:00 pm - Early Bonus Session (Market Update)
- 6:40 pm - Break Out Session
- New Guest Orientation
- Networking for Members
- 7:00 pm - Haves and Wants
- 7:30 pm - Main Presentation
- 9:00 pm - Adjournment
Play MnREIA Trivia
Everyone that plays is a Winner,
and one lucky winner will receive $50 in REIA Bucks.
To Play REIA Trivia, simple
visit the Vendors to get the Questions (if you ask them, they may even help you find the answers), write your answers down on the
Answer Sheet that you get when checking in. Then turn the Answer Sheet in and take a spin at the REIA Trivia Spin Wheel to see what you have won.
Members Earn $5.00 REIA Bucks by Pre-Registering at least 24 hours early.
If you are Pre-Registering at least 24 hours early, then you will automatically be assigned $5.00 REIA Bucks when you check in to the event.