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
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Equity Trust Company
