Apr 30, 2019
Since the inception of the IRA in 1974, investors have been able to hold assets in their retirement that are alternatives to stocks, bonds and mutual funds. Brittany Pickell often comes across investors, who are surprised to learn of these alternative investing options since most brokerages only offer stocks, bonds and mutual funds.
Brittany is the Director of Marketing and Sales for Next Generation Trust Company, helping to educate the marketplace about self-directed IRAs as a wealth-building option. On today’s episode, she explains different types of retirement accounts, restrictions, and best practices when using your retirement account to buy real estate and other alternative assets.
Partner: Get Your Early Bird Tickets to the Midwest Real Estate Networking Summit
Key Market Insights
Bull’s Eye Tips:
Winning Your Market: Be educated
Tracking Market Changes: Industry publications like Ascencus
Daily Habit: Working out and coloring
Best Business Books:
How to Win Friends and Influence People by Dale Carnegie
Akimbo – Seth Godin
"If you’re buying stocks, how much control do you have over that company?"
"If you use your IRA to invest, your gains remain tax-deferred (traditional) or tax-free (Roth)"
Places to Grab a Bite:
BBQ – Hot Rods
Asian Fusion – Origin French Thai
Diner - Tops Diner
Breakfast - Jenny’s Café
Connect with Brittany:
Leave us a review and rating on iTunes or Stitcher. Be sure to check out more info at TargetMarketInsights.com.