Speaker: Nicole Bacot - Certified IRA Specialist for Quest Trust Company
Presentation Topic:Investing with Self-Directed IRAs: Your #1 Guide to Tax-Free Wealth
Developing a strategy in-order-to properly save for retirement is a necessary action in today’s world. For the past 30 years, Americans have been following the same traditional retirement investing methods without fully being aware of all the other opportunities available – one of those being self-direction.
Opening a self-directed IRA and learning creative strategies allows everyday people to invest their money into private assets that are not publicly traded such as mortgage notes, rental properties, private lending and much more. In addition, they provide tax benefits that can help you build wealth for the future and for today!
Key Presentation Points:
What exactly self-direction is
What you can and cannot invest in
The benefits and risks of self-direction
How to decide whether self-direction is right for you
Don't miss this excellent opportunity to learn more about investing in tangible assets, and take control of your financial future by gaining more education, so that you feel confident about your retirement savings.
DISCLAIMER: Quest Trust Company does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.