Minnesota Real Estate Investors Association, Inc.

John Bowens, Equity Trust Company
Creating Tax-Advantaged Tax Flow Leveraging Self-Directed IRAs

If you aren’t using a self-directed retirement plan to invest in real estate and real estate-related assets, you’re making a costly mistake. Attend, and find out:

• The possibilities of creating a 0% effective tax rate environment
• Turning $500 in a Roth IRA to $30,000 in 12 months
• Wholesaling, rehabbing, buying to hold, and private with a Self-Directed IRA
• The $130,000 in tax-free income in one year Case Study from ETC client

John Bowens is an education specialist with Equity Trust company, and an experienced IRA investor himself.

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 to formulate and implement alternative investing into their financial plan. We look forward to seeing you there!