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Mega backdoor Roths, HSAs, QRPs and more with Chris Tanner
Today we’re talking detailed strategy about some lesser-known retirement account vehicles. The HSA is rarely talked about in real estate circles, as are the mega backdoor roth conversion and other strategies we’re discussing. Chris Tanner from the New Direction Trust Company joins us to discuss all of the above and more!w
Get in touch:
www.ndtco.com
Other Similar Episodes:
Network like a pro with Adam Beckstedt
Tax Strategies for Real Estate Investors with Ted Lanzaro
Guest Bio:
Chris Tanner is currently a Business Development Manager at New Direction Trust Company, a self-directed IRA custodian. He also founded and ran Diverse Retirement Solutions from May 2013 until July 2018. Diverse Retirement Solutions offered solo 401K plans, and safe-harbor 401K plans. He has personally self-directed my retirement funds for 13 years. He utilizes both a self-directed Roth IRA and solo 401K to invest in real estate, notes, private equity, and tax liens. He’s had amazing success and opportunity as a result of self-directed investing, and he is passionate about sharing his knowledge.
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By Taylor The InvestorToday we’re talking detailed strategy about some lesser-known retirement account vehicles. The HSA is rarely talked about in real estate circles, as are the mega backdoor roth conversion and other strategies we’re discussing. Chris Tanner from the New Direction Trust Company joins us to discuss all of the above and more!w
Get in touch:
www.ndtco.com
Other Similar Episodes:
Network like a pro with Adam Beckstedt
Tax Strategies for Real Estate Investors with Ted Lanzaro
Guest Bio:
Chris Tanner is currently a Business Development Manager at New Direction Trust Company, a self-directed IRA custodian. He also founded and ran Diverse Retirement Solutions from May 2013 until July 2018. Diverse Retirement Solutions offered solo 401K plans, and safe-harbor 401K plans. He has personally self-directed my retirement funds for 13 years. He utilizes both a self-directed Roth IRA and solo 401K to invest in real estate, notes, private equity, and tax liens. He’s had amazing success and opportunity as a result of self-directed investing, and he is passionate about sharing his knowledge.