Virtual Online Meeting!
Kent Kinzer
Equity Trust Company
This month we are learning about investing in real estate, mortgage notes, options, Bitcoins, even a business and deferring or eliminating tax on the profit!
Self-Directed IRA/401(k) investing, an underutilized vehicle, 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 offers a comprehensive self-directed IRA/401(k) educational program, providing
◊ useful tools
◊ resources
◊ and insight into the methods used by Equity Trust’s clients.
The tactics discussed will demonstrate methods to potentially eliminate capital gains tax and ordinary income taxes within your real estate and or alternative investments through tax-advantaged retirement accounts.
Attendees will leave this training with the knowledge and guidance to formulate and implement alternative investing into their financial plan.
About Equity Trust Company
Equity Trust is a financial services company, headquartered in Cleveland, Ohio that enables individual investors to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals.