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Unlocking the Power of Self-Directed IRAs: How to Build Tax-Free Wealth

Tuesday, May 28, 2024 12:00 PM - 1:00 PM

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Unlocking the Power of Self-Directed IRAs: How to Build Tax-Free Wealth image

You may have heard that you need to have a lot of money to start investing, but the reality couldn’t be further from the truth. Opening a Self-Directed IRA and learning creative strategies allows everyday people a great way to invest their money into private assets. Discover the possibilities of investing in real estate, promissory notes, LLCs and more. Join us for this introductory class on Self-Directed IRAs and learn about their many benefits, including how they can help you build wealth for the future and for today! 

 

What You Will Learn in This Class: 

  • What is a Self-Directed IRA? 
  • What are the different types of accounts you can self-direct? 
  • What can you invest in with a Self-Directed IRA? 
  • What are real-life examples of investments our clients have held in their accounts? 
  • And much more! 

Andrea Chacin, CISP is an IRA Specialist at Quest Trust Company. She started investing in real estate in 2016 and currently holds real estate properties in Canada and the US. She became a licensed real estate agent in Texas in March 2020. Andrea started at Quest in 2021 in the Transfers department before becoming an IRA Specialist and beginning her own journey investing with self-directed IRAs. In 2023, Andrea became a Certified IRA Services Professional from the American Bankers Association. Andrea enjoys sharing her knowledge with others and is available to teach classes in Spanish and English. 

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