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Self-Directed IRAs & Tax Strategies for the Next Generation with Larry Pendleton | Part 1
Welcome back to The Preferred Way Podcast, hosted by Carrie Cook, President of Preferred Trust Company.
In this episode (Part 1), Carrie sits down with Investor’s CPA, Larry Pendleton, to break down critical tax strategies, the rise of alternative investments, and why the younger generation is rethinking retirement planning.
From Roth IRAs and self-directed IRAs to new legislation opening doors for alternative investments in 401(k)s, this conversation is packed with insights you don’t want to miss.
What you’ll learn in Part 1:
Why more young investors are opening Roth IRAs
The impact of new tax laws and executive orders on retirement accounts
How alternative investments fit into 401(k)s and IRAs
Roth vs. Traditional IRA: which one is right for you?
Common mistakes with self-directed IRAs and how to avoid them
Schedule a consultation with Preferred Trust Company to explore self-directed IRA options:
www.preferredtrustcompany.com
Work with Larry Pendleton, CPA for tax strategy & consulting:
https://www.linkedin.com/in/larry-pendleton-jr-cpa-msa-493aa249
#PreferredWayPodcast #SelfDirectedIRA #RothIRA #TaxStrategy #AlternativeInvesting #RetirementPlanning #WealthBuilding #FinancialFreedom #InvestingTips #TaxPlanning #MoneyTalks #WealthTips #FinancePodcast #PassiveIncome #InvestSmart #NextGenInvesting #WealthMindset #FinancialLiteracy
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By Preferred Trust CompanyWelcome back to The Preferred Way Podcast, hosted by Carrie Cook, President of Preferred Trust Company.
In this episode (Part 1), Carrie sits down with Investor’s CPA, Larry Pendleton, to break down critical tax strategies, the rise of alternative investments, and why the younger generation is rethinking retirement planning.
From Roth IRAs and self-directed IRAs to new legislation opening doors for alternative investments in 401(k)s, this conversation is packed with insights you don’t want to miss.
What you’ll learn in Part 1:
Why more young investors are opening Roth IRAs
The impact of new tax laws and executive orders on retirement accounts
How alternative investments fit into 401(k)s and IRAs
Roth vs. Traditional IRA: which one is right for you?
Common mistakes with self-directed IRAs and how to avoid them
Schedule a consultation with Preferred Trust Company to explore self-directed IRA options:
www.preferredtrustcompany.com
Work with Larry Pendleton, CPA for tax strategy & consulting:
https://www.linkedin.com/in/larry-pendleton-jr-cpa-msa-493aa249
#PreferredWayPodcast #SelfDirectedIRA #RothIRA #TaxStrategy #AlternativeInvesting #RetirementPlanning #WealthBuilding #FinancialFreedom #InvestingTips #TaxPlanning #MoneyTalks #WealthTips #FinancePodcast #PassiveIncome #InvestSmart #NextGenInvesting #WealthMindset #FinancialLiteracy