1899% Return with a CESA | Self-Direct Beyond Your IRA

Подписаться 11 тыс.

Просмотров 1,9 тыс.

50% 1

Explore the exciting world of self-directed accounts beyond a Traditional and Roth IRA. Learn about the benefits and strategies of self-directing your Health Savings Accounts (HSAs), Coverdell Education Savings Accounts (CESAs), and Solo 401(k)s.
John shares real-life examples, including a successful CESA investment that achieved nearly a 1,900% ROI. Discover how these accounts can offer tax advantages and growth opportunities for your financial future. Subscribe for more valuable insights!
0:00 Intro
0:31 What types of accounts can you self-direct
1:00 How to self-direct into private market opportunities
1:15 The power of a Health Savings Account
3:05 Coverdell Education Savings Account investment strategies
5:58 Unrelated Business Income Tax (UBIT) explanation
8:05 Comparison with Solo 401(k) transactions
8:50 Real estate joint venture with Roth IRA
Connect with us on social media!
⭐ LinkedIn: / equity-trust-company
⭐ Facebook: / equitytrustcompany
⭐ Instagram: / equitytrust
⭐ Twitter/X: / equitytrust
⭐ TikTok: / equity_trust
#CoverdellESA #sdira #selfdirectedira #taxfreeinvesting #solo401k #hsa #cesa #healthsavingsaccount #taxfreegrowth

Опубликовано:

11 июл 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 9

@user-ct8jn2lz4v Месяц назад

Smart Investor! Great Investment! Thanks for sharing this transaction so we can learn more about various ways of being successful in different types of self-directed accounts.

@equitytrustcompany Месяц назад

Thank you for the feedback! Check out our TikTok for more investment videos ➡www.tiktok.com/@equity_trust

@JamesGalvis-ic7rm Месяц назад

Like. The. Opportunity

@equitytrustcompany Месяц назад

Get started here: eqtytrst.co/consultation or you can call 888-594-7844

@jeffflowers729 Месяц назад

My understanding of an employer sponsored HSA is that what you contribute each year is a use it or lose it proposition. When did that change?

@equitytrustcompany Месяц назад

Hello, thank you for the question. I believe you are referring to an FSA (Flex Savings Account), an HSA works differently. An HSA you can transfer to another custodian and continue to maintain year over year, growing tax-free.

@felixleyva8964 Месяц назад

That would be the FSA , dental, eye care etc.

@GordonCuffe 14 дней назад

what if our child does not use all their funds in the self direct cesa? can it be converted to a ira?

@equitytrustcompany 13 дней назад

No, unused funds in a Coverdell Education Savings Account (CESA) cannot be converted directly to an IRA. However, the funds can be transferred to another family member's CESA without penalties, provided the beneficiary is under 30.