Timothy Sumer

At Equity Trust we work to be an instrumental part of your financial team. With that we understand consulting with other financial professionals is important. To assist you with having meaningful and effective conversations, John Bowens goes through a list of common questions that CPAs and other financial professionals might ask when helping you make financial decisions around self-directed IRAs in this video segment. Schedule a consultation: We encourage our clients to give us a call and we can set up a conference call with your CPA or financial professional to ensure that we are all on the same page and most effectively assisting you. Here are some of the questions your CPA or other tax professional may have that John covers: 1) What is the difference between a self-directed IRA and standard IRA? 2) Is it legal to hold real estate or other alternative assets in a self-directed IRA? 3) When buying a property or other alternative asset, are you taxed or penalized?

Have you ever wondered what a Self-Directed IRA is and why it's not more widely known? Prepare to be amazed as we demystify the world of Self-Directed IRAs in this eye-opening video. A Self-Directed IRA is an alternative retirement savings option that offers individuals the freedom to invest in a wide range of alternative assets beyond traditional stocks, bonds, and mutual funds. From real estate and private equity to precious metals and private placements, the possibilities are virtually limitless. So, why haven't you heard more about it? Join us as we explore the reasons why Self-Directed IRAs remain relatively unknown to the general public. We'll delve into the complexities of the financial industry, the lack of promotion by traditional financial institutions, and the limited awareness among retirement savers. Discover how you can tap into the power of Self-Directed IRAs to unlock unique investment opportunities and potentially supercharge your retirement sa

Want to use a Self-Directed IRA or Solo 401(k) Plan to buy real estate, but a bit short on cash? Partnering with my self-directed retirement account to buy real estate: Legal or not? Adam Bergman – tax attorney, author of 7 books on self-directed retirement plans, and a leading voice in the self-directed retirement world – discusses what the IRS and case law says. - Subscribe to our channel: - Adam Bergman founded IRA Financial Group and IRA Financial Trust. Prior, he was a tax attorney at some of the largest law firms in the country, including White & Case LLP. He’s written 7 books on the taxation of Self-Directed IRA and 401(k) plans and is a frequent contributor to Forbes.com as well as a member of the Forbes Finance Council. IRAFG was founded to help educate Americans about self-directed retirement investments, empowering them to gain control over their funds. - FOLLOW US! ... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD

How Do I Open a Self-Directed IRA Account? There are three ways to open a self-directed IRA account: 1. Call us at 800-425-0653 and we can assist over the phone. 2. Create an account online by going to 3. Visit one of our office locations and we can assist you in person. It's that simple. self directed IRA | real estate IRA | The Advanta IRA® | checkbook IRA | private lending | notes and mortgages | self directed Roth IRA | solo 401k... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/ask-advanta-how-do-i-open-a-self-directed-ira-account/?feed_id=61797&_unique_id=63c861c45a3c5 #Inflation #Retirement #GoldIRA #Wealth #Investing #2017SelfDirectedIRA #CheckbookIRA #IRARealestate #realestateIRA #selfdirectedira #selfdirectedirarealestate #selfdirectedIRAservices #selfdirectedrealestateira #whatis

A self directed IRA allows the account user to invest in many non-traditional investments like real estate, notes, private money lending and more. The question remains what is a self directed IRA? More info on Self directed IRAs at: www.questtrust.com Join us at Deal Maker: www.elitedealmakers.com Follow on Jim on: Instagram: Facebook: Twitter: ... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/what-is-a-self-directed-ira-3/?feed_id=58465&_unique_id=63bb909a7205c #Inflation #Retirement #GoldIRA #Wealth #Investing #dealmaker #Derricklong #howcanIgetaselfdirectedira #irafornotes #Jimingersoll #nontraditionalira #privatelendingIRA #realestateIRA #sdira #selfdirectedira #whatisaselfdirectedira #TraditionalIRA #dealmaker #Derricklong #howcanIgetaselfdirectedira #irafornotes #Jimingerso

Roth IRA Conversions – Pros & Cons In our webinars, we speak about the benefits of investing in alternative investments using IRA, 401(k) and SEP funds. In nearly all cases, your earnings can be tax-deferred, but there are even greater tax savings to be realized if the earnings come from the investment of Roth IRA funds! As a relatively new investment vehicle, Roth IRAs came into being through the Taxpayer Relief Act of 1997. For those eligible to contribute to a Roth, earnings on these funds grow tax-free! Initially, only those under a certain income level could benefit from having a Roth IRA. But due to a change in IRS rules, no income cap now exists for those wishing to convert a traditional IRA to a Roth IRA. Join us for this informative webinar and learn how to take advantage of the potential power of a self-directed Roth IRA! Self-Directed IRA | Roth IRA | Self directed Roth IRA | self directed IRA services | Roth conversion... ( read more ) LEARN