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