***JUMP TO 3:45 FOR SOUND!!***
Tax advantaged retirement accounts are powerful tools when combined with the returns from real estate investing, but not all account types are the same. Solo 401(k) v. SEP IRA. Traditional IRA v. Roth IRA. Backdoor conversions and in plan rollovers. All these are considerations for choosing the right account type for you. Join Megan Quintana of New Direction Trust Company for an analysis and comparison of account types!
Megan is the Senior Business Development Manager and has been with New Direction Trust Company for 2 ½ years. She attended the University of Idaho (go Vandals!) and moved to Colorado post graduation and found a happy home with NDTCO. Having worked with a few departments at NDTCO has allowed Megan to better serve clients by being able to discuss the full lifetime of an account and what you can expect as a Self-Directed investor! In her spare time she is happiest hiking with her dog!