The One Investment Decision That Changed This Client's Life Forever | Equity Trust

In this episode, discover the one investment decision that changed an investor's life forever! We explore Don's inspiring story of transforming his retirement with the power of self-directed IRAs. Learn the same method's that Don used though our extensive online courses. Get 20% off using code GETTINGREAL. https://eqtytrst.co/courses

After selling his insurance business in 2002, Don used his self-directed IRA to make private money loans and invest in real estate, leveraging his industry expertise. His spouse also utilized a self-directed SEP IRA to contribute to their investment success. Over the years, they diversified their investments and achieved significant tax-deferred and tax-free growth. Discover their full story now! #sdira #realestateinvesting #realestate #sepira #ira #retirementplanning #equitytrust #gettingreal #givingback #insurance #smallbusiness #entrepreneur #privateequity #privatemarket

0:00 - Introduction: Life changing decision
1:10 - Starting with self-directed IRA's
2:40 - Shifting focus to private money lending
3:58 - Acquiring properties through partnerships
4:56 - Financial success and understanding rules
5:04 - Pro-Rata rules
6:20 - Overview of Equity Trust's educational courses
7:12 - Don's passion for music and charitable endeavors

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