July 2019 Main Event and Trade Show with Dean Manzetti of Equity Trust
July 6 @ 9:00 am - 12:00 pm
Alternative Asset Investing: Leveraging Self-Directed IRAs
with Dean Manzetti of Equity Trust
Join us at our next meeting featuring Dean Manzetti of Equity Trust to delve deeper into the lesser known aspects of Self-Directed IRA investment techniques.Keynote Presentation Title: Alternative Asset Investing: Leveraging Self-Directed IRAs
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.
Equity Trust offers a comprehensive self-directed IRA/401(k) educational program, providing useful tools, resources, and insight into the methods used by its clients. The tactics discussed will demonstrate methods to potentially eliminate capital gains tax and ordinary income taxes within your real estate and or alternative investment assets through tax-advantaged retirement accounts. 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!