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NCREIA Charlotte Chapter

with... Zach Wilson

Investing in Real Estate with Your IRA

Wednesday, July 20, 2022 6:00 PM - 8:30 PM
Dillworth Grille
911 E. Morehead, Ste. 200 Charlotte, NC 28204

Self-directed IRAs (SDIRA’s) are a retirement account that puts you in control of choosing your IRA's investment. Unlike most retirement accounts whose investments are chosen by an account and/or fund manager, you choose what to invest in with a self-directed IRA. This allows you to diversify your retirement portfolio's investment and maximize returns.

Join us, as we welcome Zach Wilson from Quest Trust Company, as our guest speaker for this month’s main meeting.  Zach is going to breakdown the Ins and Outs of utilizing a “Self-Directed IRA”

He’ll be discussing the types of Investments that can be made (You’ll be amazed at the possibilities), as well as their tax treatments.

Zach will walk us through specific case studies, showing investments that have been made in SDIRA’s. He’ll analyze each case study to see what the investor did WRONG and what the investor did RIGHT.

Regardless of your experience level, you will learn invaluable strategies on growing your net worth. 

Zach started his career at Quest over 4 years ago in Quest’s Internal Auditing team. He learned in detail how these investments are structured. After that, he joined the IRA Specialist team which he is currently on. This allowed him to get a different perspective. Now not only does he know how most investments are structured at Quest, but he also now gets to take a deep dive into the networking and business development that make these deals possible.

Come and network with like-minded investors and learn what's going on in the Charlotte market!

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Members:
Free For Members
Non-Members:
$20.00
Print a FREE Guest Pass

Never been to a meeting before? First Time Guests can attend their first meeting for Free with a complimentary Guest Pass.

This event is limited to the first 50 people.

Date:  Wednesday, July 20, 2022
Time:  6:00 PM - 8:30 PM

Location:
Dillworth Grille
911 E. Morehead, Ste. 200
Charlotte, NC 28204

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