Thinking Outside the Box: Investing in Real Estate with Your IRA
3:30 PM - 4:00 PM
4:00 PM - 5:30 PM
Cocktails & Networking
5:30 PM - 7:00 PM
Water's Edge Resort & Spa
1525 Boston Post Road
Westbrook, CT 06498
Marcum LLP invites you to meet John Bowens from Equity Trust, a leading provider of self-directed IRAs.
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 model.
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.
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.
David Reynolds - Marcum LLP
John Bowens - National Education Specialist - Equity Trust Company