66. A Holistic Legacy Planning and Wealth-Building Strategy with Dave Wolcott

Did you know you can invest using your retirement plan? Listen to John Bowens as he elaborates on the power of Individual Retirement Arrangements (IRAs) to raise capital and make tax-free returns. We'll also cover utilizing its benefits to earn more while keeping your retirement money from stagnation, so be sure to check this out!
WHAT TO LISTEN FOR
What is a retirement account and how to leverage it for better returns
The process of converting your self-directed IRA into a real estate-backed IRA
Common pitfalls and limitations of using self-directed IRAs
Types of asset classes where you can invest your IRA
The Unrelated Business Income Tax in the context of real estate purchases
RESOURCE/LINK MENTIONED
Internal Revenue Service https://www.irs.gov/

To get a copy of Persistence, Pivots, and Game Changers for FREE, go to https://investonmainstreet.com/book and use the code “Passive Income Brothers.”

ABOUT JOHN BOWENS
John Bowens is one of the most sought-after and respected educators in the self-directed IRA industry. As Director, Head of Education and Investor Success at Equity Trust Company, John draws from his 20 years in the real estate industry and his experience as an active real estate investor. In his travels across the U.S. and virtually, he has trained 60,000 investors during more than 400 workshops and classes, spreading the message about the power of building tax-free wealth and leaving a lasting legacy by investing in what investors know best. In addition to thought leadership in the industry, John has also directed teams in both the front-office and back-office operations with Equity Trust, focusing on the custody of various alternative assets, including but not limited to, real estate, notes, private equity, precious metals, and much more. John contributed to the book “Self-Directed IRAs: Building Retirement Wealth Through Alternative Investing” with Equity Trust Company Founder Richard Desich, Sr., and has appeared on several national real estate and finance-related radio shows, including the Rich Dad Radio Show. He received his bachelor’s degree in Finance from Ohio University.

CONNECT WITH JOHN
Website: Equity Trust https://www.trustetc.com/
Youtube: Equity Trust Company https://www.youtube.com/@equitytrustcompany

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Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.