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Alternative Asset Investing: Leveraging Self-Directed IRAs

with... Kent Kinzer

A Presentation on How to Take Control of your Financial Future

Tuesday, April 23, 2019

SLCC, Miller Campus, KGMC
9750 South 300 West
Sandy, UT 84070

When preparing for the financial future, one can be faced with a lot of options of where and how to invest their money:  401ks, stocks, bonds, cds, money market accounts, IRAs, Roth IRAs, self-directed IRAs, real estate, etc.  

A self-directed IRA is a tax-advantaged retirement account that allows you to take control of your financial future and invest beyond the stock market.  Did you know that you can use a self-directed IRA to invest in real estate?

Join the Utah REIA and Kent Kinzer, Business Development Sr. Manager for Equity Trust, for the April Main Monthly Meeting and learn what a self-directed IRA is and how to leverage it to take control of your financial future.

During Kent's presentation, he will cover:

  • 7 types of tax-advantaged accounts available at Equity Trust

  • What type of self-directed IRA investments are allowable by the IRS

  • Real-life case studies of self-directed IRA success

  • Answers to other common questions about how the investment process works and what documents are required

The tactics discussed will demonstrate methods to potentially eliminate capital gains tax and ordinary income taxes within your real estate and or alternative investment assets through tax-advantaged retirement accounts.

ABOUT KENT:  Kent Kinzer, Business Development Sr. Manager for Equity Trust, provides educational resources to real estate and alternative asset investors. Through years of experience working with self-directed IRA investors and holding positions in contracting, operations and building management, Kent has developed an educational curriculum that delves deep into the lesser known aspects of IRA investment techniques. Kent, along with the entire Business Development team, has taken Equity Trust to over $30 billion in plan assets. Additionally, Kent heads up REIA relationships and developed the National REIA sponsorship program for Equity Trust. He is a frequently guest speaker at real estate investing seminars and expos across the country.

ABOUT THE SPONSOR:  Rize Property Management is a residential property management firm focused in single family and small mulit-family investments. We strive to make owning investment property a passive investment for owners by truly partnering with our clients to maximize income and streamline operations. We developed our business from managing a large SFR portfolio for an institutional investor and currently focus on bringing our operational expertise to independent owners.  For more information about Rize Property Management, visit https://rizepropertymanagement.com.

For More Info:  Contact Rebecca Dearing by calling (801) 647-8862 or by sending an e-mail to rebecca@utahreia.org.

To Pre-Register:  Click the blue "Register Now" button at the top of the screen.

 


Members:
FREE
Non-Members:
$15.00

Print a FREE Guest Pass

Never been to a meeting before? First Time Guests can attend their first meeting for Free with a complimentary Guest Pass.


Date: Tuesday, April 23, 2019
Time: 6:30 PM - 8:30 PM
Apr
23

Location:
SLCC, Miller Campus, KGMC
9750 South 300 West
Sandy, UT 84070

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Utah Real Estate Investors Association
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  • West Jordan, UT 84088

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