Thinking Outside the Box: Investing in Real Estate with You IRA
Marcum LLP & Burns & Levinson invite you to meet John Bowens from Equity Trust, a leading provider of self-directed
June 18, 2015
3:30 PM - 7:00 PM
3:30 PM - 4:00 PM
4:00 PM - 5:30 PM
5:30 PM - 7:00 PM
Cocktails & Networking
The Colonnade Hotel 120 Huntington Avenue
Boston, MA 02116
John Bowens National Education Specialist Equity Trust Company
In this seminar, John presents a comprehensive step-by-step process to transform your retirement account into a tax-exempt
real estate investment tool. Self-Directed IRA/401(k) investing, although widely misunderstood and underutilized, allows
investors to architect a diversification strategy with Alternative Assets including, but not limited to; real estate, mortgage
notes and trust deeds, small businesses, joint ventures, private equity, precious metals and much more. The tax strategies
discussed will show you how to eliminate capital gains tax and ordinary income taxes within your real estate investment
These strategies, used by just 2% of retirement investors, are gaining in popularity as what was once used by only the
wealthiest and elite becomes mainstream.
This seminar will deliver an eye-opening illustration of how powerful these concepts are and will provide a road map to
immediately begin growing wealth 100% tax-free.
This seminar will provide 1.5 hours of Specialized Knowledge & Application credits towards the Continuing Professional
Education requirement for CPAs.
About Equity Trust Company Equity Trust is the nation's leading provider of Self-Directed IRAs and 401ks, with over 130,000 clients in all 50
states and approximately $12 billion of retirement plan assets under administration.
About Burns & Levinson Burns & Levinson is a Boston-based, full service law firm with more than 125 attorneys. Our Private Client group
provides legal advice and counseling for sophisticated clients related to life’s critical moments, such as estate and
trust planning, business succession planning, tax issues, divorce and guardianships.
About Marcum LLP Ranked #15 nationally, Marcum LLP offers the resources of 1,300 professionals, including over 160 partners, in 23
offices throughout the U.S., Grand Cayman and China. Headquartered in New York City, the Firm's presence runs deep
with full service offices strategically located in major business markets.