Creating Wealth TAX FREE with your Retirement Funds | FREE Workshop

Creating Wealth TAX FREE with your Retirement Funds

A comprehensive self-directed IRA virtual mastery class, providing useful tools, resources, and insight into the methods used by Equity Trust clients. The strategies 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.

You'll have the opportunity to leave this course with the knowledge to formulate and implement alternative investing into your financial plan.

During this Virtual Self-Directed IRA/401(k) Mastery Class, John will share:

• Real-life investment stories from actual self-directed IRA Investors
• How to partner your IRA with other accounts and even your personal funds
• The power of the Roth IRA and Roth Conversions
• Real estate fix-and-flip, buy-and-hold, wholesale, lease options, and seller finance strategies in your IRA
• How self-directed investors are using leading technology to better manage their investments by completing their transactions quickly and easily online
• How small dollar deals such as joint ventures and wrap loans are possible if you're just starting out or think you don't have enough money
• Private lending with your self-directed accounts and more!

Don’t miss the opportunity to discover how alternative investing with self-directed IRAs could potentially help you reduce taxes, fund more investments, and grow your wealth faster.

Meeting Schedule & Other Info

9:00-10:30am: Workshop

*****If you are joining via zoom, the zoom link will be emailed to you after registering.*****

Cost

FREE

For questions: call 317-670-8491 or email ExecutiveDirector@cirea.club.

Equity Trust Company is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.