Thinking Outside the Box: Investing in Real Estate with You IRA

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  • Thinking Outside the Box: Investing in Real Estate with You IRA

Marcum LLP & Burns & Levinson invite you to meet John Bowens from Equity Trust, a leading provider of self-directed IRAs.

In this seminar, John presents a comprehensive step-by-step process to transform your retirement account into a tax-exempt real estate investment tool. Self-Directed IRA/401(k) investing, although widely misunderstood and underutilized, allows investors to architect a diversification strategy with Alternative Assets including, but not limited to; real estate, mortgage notes and trust deeds, small businesses, joint ventures, private equity, precious metals and much more. The tax strategies discussed will show you how to eliminate capital gains tax and ordinary income taxes within your real estate investment model.

These strategies, used by just 2% of retirement investors, are gaining in popularity as what was once used by only the wealthiest and elite becomes mainstream.

This seminar will deliver an eye-opening illustration of how powerful these concepts are and will provide a road map to immediately begin growing wealth 100% tax-free.

CPE Credits
This seminar will provide 1.5 hours of Specialized Knowledge & Application credits towards the Continuing Professional Education requirement for CPAs.

About Equity Trust Company
Equity Trust is the nation's leading provider of Self-Directed IRAs and 401ks, with over 130,000 clients in all 50 states and approximately $12 billion of retirement plan assets under administration.

About Marcum LLP
Ranked #15 nationally, Marcum LLP offers the resources of 1,300 professionals, including over 160 partners, in 23 offices throughout the U.S., Grand Cayman and China. Headquartered in New York City, the Firm's presence runs deep with full service offices strategically located in major business markets.

About Burns & Levinson
Burns & Levinson is a Boston-based, full service law firm with more than 125 attorneys. Our Private Client group provides legal advice and counseling for sophisticated clients related to life's critical moments, such as estate and trust planning, business succession planning, tax issues, divorce and guardianships.

Time and Location


    June 18, 2015


    3:30 PM - 7:00 PM


    The Colonnade Hotel
    120 Huntington Avenue
    Boston, MA 02116