- February 28, 2017
9:30 AM - 10:30 AM
Self-Directed IRAs provide investors the opportunity to select investments in a variety of privately held assets, including real estate, notes and event private companies. The objective of this class is to help our class attendees gain knowledge on their options to invest into Private Entities such as LLC’s, JV’s, LP’s, Private stock, Trusts, and much more. Money has many different uses and purposes, and if it is applied correctly you could establish long term wealth, decrease taxation and maximize your income and profits. There are risks associated with every investment, and being well-informed on the topic will assuredly minimize the risk factors. Some of the limitations relate to disqualified persons and UBIT. Join Nathan Long, CEO of Quest Trust Company, for this class to learn more about disqualified persons, prohibited transactions, UBIT, as well as solutions on how to avoid these situations.