Revealed: 3 Investment Strategies of the Ultra-Wealthy | SDIRA | Equity Trust

[@equitytrustcompany]

Check out this video next: kzbin.info0DpM6fks65o

[@Jwall5280]

John - You are a phenomenal teacher! Thank you.

[@sandraaydin6143]

If you want to withdraw your investment early what and how to proceed?

[@equitytrustcompany]

Hello, you would distribute the cash or assets from the account. Assets would require a fair market valuation to determine the dollar basis of the distribution. If withdrawals occurs prior to 59 ½ you are subject to a 10% penalty and ordinary income taxes.

[@Long4Dream]

I am 64 and retired, but I get income from different investments sources. What choices do I have if I don't have a W-2 income?

[@equitytrustcompany]

Hello, If no W-2 income, providing you have existing retirement accounts, you likely can rollover or transfer into a Self-Directed IRA. You just would not be able to make additional out-of-pocket contributions if you don’t have earned income, meaning income you are paying taxes on and payroll taxes, such as medicare and social security tax.

[@edko-k9v]

Take back your retirement kit

[@equitytrustcompany]

Here is the link: ow.ly/j99z50PA8mx