Self-Directed IRA/401(k) investing, although widely misunderstood and underutilized, allows investors to diversify 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 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.

Kent will also provide insight on our Wealth Building Workshop - a comprehensive self-directed IRA/401(k) educational program that will provide useful tools, resources, and insight into the methods used by Equity Trust’s 130,000+ clients. Some of the methods discussed may potentially eliminate capital gains tax and ordinary income taxes within your real estate and or alternative investment assets when utilizing tax-advantaged retirement accounts. He’ll share how Wealth Building Workshop attendees have the opportunity to leave this training with the knowledge needed to formulate and implement alternative investing into their financial plan.