In this episode of Getting Real, discover the three strategies John has learned working with high-net individuals, ultra-high-net-worth individuals, and family offices over the last fifteen years! 0:00 Intro 0:49 1: Investing in the Private Markets 3:10 2: Utilize Tax-Efficient Retirement Accounts and Non-Retirement Accounts to Invest in Private Markets 10:50 3: Partnering Multiple Accounts Together to Invest in Private Market Investments 13:30 What's the best for self-directed filing a schedule C besides a Roth IRA? Be sure to check out our Take Back Your Retirement Kit here: https://ow.ly/j99z50PA8mx
Important Retirement Dates for 2026
2026 is full of important financial dates, especially if you're managing a self-
Important Retirement Dates for 2026
2026 is full of important financial dates, especially if you're managing a self-
A Year in Review at Equity
A lot can happen in a year, and 2025 was no exception.
From launching new tools
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Year-end is a key time to get your IRA in order.
From reviewing transactions to
Equity Trust Company
