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Event ID: 257028   Event Status:  On Schedule
Alternative Asset Investing: Leveraging Self-Directed IRAs

Alternative Asset Investing: Leveraging Self-Directed IRAs with Kent Kinzer

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. 

·         Kent will cover:

    • 7 types of tax-advantaged accounts available at Equity Trust
    • What type of self-directed IRA investments are allowable by the IRS
    • Real-life case studies of self-directed IRA success
    • Answers to other common questions about how the investment process works and what documents are required

·         Kent will also talk about the comprehensive self-directed IRA/401(k) educational Wealth Building Workshop that will provide useful tools, resources, and insight into the methods used by Equity Trust 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 will have the opportunity to leave this training with the knowledge and guidance to formulate and implement alternative investing into their financial plan.

Kent's bio:

Kent Kinzer, Business Development Sr. Manager for Equity Trust, provides educational resources to real estate and alternative asset investors. Through years of experience working with self-directed IRA investors and holding positions in contracting, operations and building management, Kent has developed an educational curriculum that delves deep into the lesser-known aspects of IRA investment techniques. Kent, along with the entire Business Development team, has taken Equity Trust to over $30 billion in plan assets. Additionally, Kent heads up REIA relationships and developed the National REIA sponsorship program for Equity Trust. He is a frequently guest speaker at real estate investing seminars and expos across the country.

This Event is FREE for Members and $15 for Non Members.

Join us the 3rd Thursday of every month for lots of networking and top-notch real estate investing educations. 

Hear our talented and experienced speakers as they enlighten our members on Hot real estate topics. Wealth through knowledge.

 
 
Date and Time
Start Date: 05/16/2019 Start Time: 6:00 PM
End Date: 05/16/2019 Approx. End Time: 9:30 PM
Registration Deadline: 05/16/2019 Meet Time: 6:00 PM
Event Leader
Susan Jensen
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Event Cost
This event requires payment at the event.
Pricing Option Name Price Deadline
Non-Member $15.00 05/16/2019
Member Free 05/16/2019
 
Location (More Detail)
Event Location: Crowne Plaza Charlotte Executive Park
Address: 5700 Westpark Drive , Charlotte , NC   28217
Directions: I77 exit 5, Tyvola Rd.
 
 
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