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
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
