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Self-directed IRA's:

Sep 28, 2013

Last weekend, September 20-22, I was invited to be on a panel at the Equity University (an affiliate of Equity Trust Company [ETC], a self-directed IRA custodian) annual conference in Orlando. This was their fifth, I believe, and I have been fortunate to have been invited to attend each of them. Though most attendees and presenters were real estate oriented, Equity University wanted to expose the attendees to alternate investment opportunities that some ETC account holders, like me, owned within our regular IRA and Roth IRA accounts. Sunday afternoon saw three of us discuss our portfolios with me covering the various cash flows we had acquired over the years including lawsuit settlements, contest winnings, annuity payments, disability income payments, business notes and numerous others. The Q&A was lively and it was great to see eyes light up with, "I didn't know one could invest in these" and "I didn't know one could use IRA money for this."