Discover how Bob of Ohio uses a type of private loans known as wrap loans to grow his family's HSA accounts as well as his children's education savings, enabling him pay for their grade school, high school, college, and even medical school. Bob reveals details including how he finds the investment opportunities and how he structures the loans. 0:00 How Bob got into self-directed investing 0:55 How wrap lending helps grow small accounts 1:46 How Bob found the investment opportunity 2:40 How Bob found the $54,000 he needed for the investment 3:26 Partnering with other investors 6:00 Total profit to each person 9:11 Benefits of wrap lending 9:40 HSA account tricks 11:25 Questions and answers
Getting Real with John Bowens - Trump Account
A new government-backed investment account for children is generating plenty of
What is the Trump Account?
Explore ways to save for your child’s education in a CESA here: https://eqtytrst
What is the Trump Account?
Explore ways to save for your child’s education in a CESA here: https://eqtytrst
60 Seconds or Less - UBIT Explained
UBIT, or Unrelated Business Income Tax, can be an important consideration for ce
Equity Trust Company
