Ep 3 – Tax-Free Compounding: Self-Directed IRAs, Roths & Alternatives

Send us Fan Mail Episode 3 of Inside the Family Office: Live Investor Panel Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth: John, who works inside a single family office’s trust company, explains how they custody over $70B in assets with a focus on alternative assets inside self-directed IRAs, Roth IRAs, HSAs, and solo 401(k)s. He walks through real examples of using these vehicles to buy property and earn profit...