Take Control of Your Retirement: Unleash the Potential of a Self Directed IRA in Our Must-Attend Webinar
Self-directing your IRA gives you the power to make investment decisions and choose the assets that you want to include in your retirement portfolio with some lucrative tax benefits. This can lead to a more diverse and potentially higher-performing portfolio, as you are not limited to traditional investments such as stocks and bonds.
By taking control of your retirement savings, you have the opportunity to potentially increase your returns and reach your financial goals faster.
YES! REGISTER MY SPOT NOW!!
Tuesday, February 28, 2023
@3PM EST
Client Exclusive
Exclusive to GO CPA clients + 1 friend
Your Host: Greg Herlean
Real Estate Investor With Over $1 Billion In Real Estate Transactions
Your Host: Greg O'Brien
Award winning CPA specializing in complex tax planning and virtual CFO
Your Host: Wade Critides
Entrepreneur, real estate investor and GO CPA client.
Self-directing your IRA has numerous tax benefits, but let's be real - the best benefit is being able to tell the IRS to take a hike (figuratively speaking, of course). With a self-directed IRA, you have the power to choose your investments and enjoy the tax advantages that come with them. Imagine being able to invest in real estate, private businesses, and other alternative assets without worrying about Uncle Sam taking a chunk out of your profits. It's like having a secret tax-free stash of money that only you know about!
But let's not get ahead of ourselves. It's important to remember that even though self-directing your IRA has its perks, it also comes with responsibilities. After all, with great power comes great responsibility...to do your research and make informed investment decisions. But hey, if you're able to turn your self-directed IRA into a tax-free cash cow, you can afford to buy yourself a real cow (or two!) and live the life of a dairy farmer. Now that's something to moo about!
REGISTER MY SPOT NOW!What You Will Learn On This Live Training Event:
SECRET #1:
The tax benefits of Self Directed IRAs
SECRET #2:
How to leverage retirement accounts to purchase real estate or business
SECRET #3:
Answers to FAQs from an industry expert who has structured hundreds of millions in deal
As Seen On:
About the Hosts:
About Greg Herlean
Greg has spent the last 10 years focused on the growth opportunities and wealth accumulation through Real Estate vehicles.
His aptitude for business has afforded him the opportunity to provide management direction, capital restructuring, investment research analysis, business projection analysis, and capital acquisition services which governed and impacted over $700 million in Real Estate transactions. His business acumen is complimented by his ability to cultivate and grow long lasting relationships. Greg prides himself on being a man of his word and in always holding himself to the highest delivery standards. This ethos allowed him to assemble a broad network of investment resources, brokers, and lending institutions worldwide who eagerly anticipate the opportunity to engage with him in business ventures.
Greg is also a much sought-after platform speaker on the topics of capital development, investment growth through use of self-directed IRA vehicles, and estate planning. These speaking engagements allow him to share his experience and knowledge with others who are interested in obtaining greater financial security.
About Greg O'Brien
Greg O'Brien is an award winning CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs and high growth individuals. A leader in finding creative solutions to today's complex tax and business environment.
As the only Certified Tax Strategist in Massachusetts, licensed by the American Institute of Certified Tax Planners, we specialize in using advanced tax reduction strategies to help business owners and individuals with complex situations reduce their overall tax burden.
About Wade Critides
Wade Critides is an entrepreneur and real estate investor from Southern California and GO CPA client. Wade & his wife own a digital health and wellness business, host the Getting Magnetic Podcast.
Wade is also a real estate investor focusing on cash flowing real estate, short term rentals and alternative investments.
Maximize Your Retirement Savings and Leverage Tax Benefits with a Self Directed IRA Upcoming Informative Webinar!
Hosted by [ Greg Herlean, Partner @ Horizon Trust Company and Greg O'Brien, Only Certified Tax Strategist in Massachusetts ]
Space is limited. Reserve your spot now.
