How to Earn Tax-Free Wealth on
Real Estate Deals and Meet
Hundreds of Other Investors
There is a (legal) way
to make tax-advantaged
profits on your real
estate investments.
E
quity University’s Wealthy Build-
ing Summit was created 6 years
ago to reveal those strategies from
the successful investors using them and to
help investors connect.
Many real estate investors have been
surprised to find out that they could pay
fewer taxes – or defer tax payments – on
profits from their real estate and other
investments.
It may not seem possible, but it’s
true – and legal. Government sponsored
retirement plans such as IRAs and
401(k)s, as well as healthcare and
education savings accounts, allow
the plan holder to invest in almost
anything – including real estate.
In addition to all the benefits those
plans provide—tax-deductions and
tax-free profits—apply to nearly any
investment the investor chooses,
including real estate.
investing account custodian that inves-
tors can use retirement funds to invest
in real estate or any of the other asset
options permitted by the Internal Revenue
Service. Self-directed investing account
custodians answer to the IRS just as any
other IRA provider, it’s perfectly legal and
it has been since the creation of the IRA
in 1974.
Event Created to Help
Investors Get Started
“Is it hard to do?” is a common ques-
tion about investing in real estate with
a self-directed IRA. It is very similar
to the way you currently invest in real
estate. There are just a few rules unique to
self-directed IRAs that investors should
be clear on before they get started.
year, to the point that more than 500
attendees are expected for the 2014 con-
ference, which will take place September
19-21, 2014 in Orlando. Many attendees
return to the conference year after year
because each conference produces a new
slate of successful investors sharing their
strategies.
In addition to providing the knowledge
investors need to understand the unique
aspects of self-directed real estate invest-
ing, the event offers a chance to discover
strategies that they might never have
considered or thought was possible.
Some of the topics that will be dis-
cussed during the weekend’s 30-plus
hours of education include:
An inside look at up-to-the-minute
market trends from an industry authority
Education is just one component of
successful self-directed investing; the other
is getting in front of the right people.
Reducing Taxes on Real
Estate Profits Since 1974
Most investors don’t know this oppor-
tunity exists because most custodians of
IRAs (and other savings accounts) do not
offer truly self-directed IRAs that allow
Americans to invest in real estate and
other non-traditional investments.
According to industry estimates, only
about 2 percent of Americans are current-
ly taking advantage of self-directed IRAs.
This is likely because most financial
institutions don’t have the capability to
offer this type of account, and financial
advisors aren’t incentivized to set their
clients up with this strategy.
It’s only through a self-directed
Realty411Guide.com
The key to self-directed success is
gaining the knowledge to confidently
carry out that first deal. Realizing this
fact, self-directed IRA custodian—Equity
Trust—established an educational arm
of the company—Equity University—to
help self-directed investors become more
successful.
Equity University furthered this mis-
sion six years ago with a three-day event
that combines self-directed investing
education from top industry experts
and successful Equity Trust clients with
opportunities to connect with hundreds of
other investors across the country.
Based on the success of the first year,
Wealth Building Summit has become
an annual conference. It has grown each
PAGE A9 • 2014
at real estate data and insight provider
RealtyTrac
How to take advantage of opportunities
in today’s real estate market, including
foreclosures, rehabs and rentals
Advanced real estate investing strate-
gies that clients have used – and others
can replicate – including LLCs, wraps,
subject-tos, wholesaling and more
Ways to invest in real estate with little
money down
Two bonus days (September 18 and 22)
filled with half- or full-day workshops
that provide a deeper look at specific
investment strategies from the successful,
seasoned veterans who are using them.
Continued on pg. A13
reWEALTHmag.com