March 2019 Meeting

Alternative Asset Investing: Leveraging Self-Directed IRAs

Date: March 21, 2019

We are excited about having Kent Kinzer with Equity Trust presenting on how to leverage 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. Kent Kinzer with Equity Trust will be covering:

-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

Equity Trust Company offers a comprehensive self-directed IRA/401(k) educational program, providing useful tools, resources, and insight into the methods used by Equity Trust’s 130,000+ 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!

Mark your calendars for March 21st!