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.
Michael 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 strategies discussed will demonstrate methods to potentially eliminate capital gains tax and ordinary income taxes within your real estate and or alternative investment assets. 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!
About Equity Trust Company
Equity Trust Company, a passive custodian with its corporate headquarters in Greater Cleveland, Ohio is at the forefront of the self-directed retirement plan industry. The Company specializes in the custody of alternative assets in self-directed IRAs, Coverdell Education Accounts, Health Savings Accounts and qualified business retirement plans. Along with its affiliates, Equity Trust Company provides services to more than 130,000 individuals and businesses nationwide with $12 billion in assets under custody. Since 1974, the company and its affiliates have helped investors take control of their financial future by providing education and administration services related to self-directed retirement accounts. Visit http://www.TrustETC.com for more information.