• Unlock Tax Strategies for Alternative Investments

  • Nov 6 2024
  • Length: 53 mins
  • Podcast

Unlock Tax Strategies for Alternative Investments

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  • Summary

  • In this episode of The Preferred Way, we sit down with Larry Pendleton, CPA and co-founder of PC Financial Services, to explore tax strategies that can maximize returns on alternative investments within self-directed IRAs. Larry brings his expertise to discuss everything from the basics of tax-free growth opportunities to complex strategies, like Roth conversions, and the risks of prohibited transactions. He also highlights how real estate and even operational businesses can be leveraged in an IRA for tax-efficient wealth-building.

    Tune in to learn the essential strategies and insights that every investor needs to know for making the most of their self-directed IRA!
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