Private Placement Investing with a Self-Directed Account: Managing Your Investment


In this three-part series, John Bowens dives into how investing in a private placement with a Self-Directed IRA, Self-Directed Roth IRA, Self-Directed 401(k), or other tax-advantaged account.

In part two, John walks through directing the investment and managing the investing, plus the logistics of funds moving from point A to point B with examples.

To get started today, schedule a consultation:
https://www.trustetc.com/lp/consultation/?utm_source=marketo&utm_medium=email&utm_campaign=research_education&utm_term=priv_place_pt2

Watch Part 1 | The General Application of How It Works: https://youtu.be/Ek2N7iWNmVE

Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional to determine whether an investment product, plan or strategy is right for you. Investing involves risk, including possible loss of principal.

Give Me Money!

substantial majority of people, at some point during their lifetime, are bound to have asked themselves, “What opportunities give me money but allow me to pursue my currently unrewarding passion?” With the exponential expansion of the global consumer market, prospects that allow you to make a quick buck while giving you ample space to groove to the music of your choice are found galore.

How To Be Famous?

How To Be Famous Wealth and fame comprise the temporary axis on which the materialistic sections of the globe revolve. One need not read up on voluminous texts or sign up for prosaic discourses to learn how to be famous. Those with a knack for business have acknowledged the increasing pool of people who want their share of the spotlight, and have constructed routes to being famous.

How To Finance

How To Finance Management is the key to success. The art of financing, defined as the management of capital funds, forms the network of roots that nourish a tree with all the nutrients it needs to be majestic. Financing involves the ability to save and lend money, and how to budget money.

How Do You Get Rich Now?

Becoming rich is not mission impossible, as many would want you to believe. Most people who ask how do you get rich?

What Is a Target-Date Fund?

Target-date funds have become very popular options in employer-sponsored retirement plans, such as 401(k)s, as well as 529 college savings plans. But what are target-date funds? Should you use them?

You May Also Like