A short YouTube presentation advising individuals with retirement funds (IRAs, 401ks) that they can transfer money into self-directed IRAs—specifically with Equity Trust (also called "universal IRA")—and that such transfers are flexible and reversible; investors aren't permanently locked into the account and can move funds back to a wealth manager later.
Terms of an individual that has retirement money, IRAs, 401ks, other types of accounts. If they're IRAs, that's easy. You can just assume that you can easily open up a self directed IRA with equity trust, transfer your money from point A to point B. It's just like moving money from one bank account to another. When you move the money to an equity trust self directed ira, also known as universal ira, as we like to call it, you aren't locked into holding that money in that account forever and ever. If you want to move it back, maybe you get to a point in your investing life cycle where you want to move it back to a wealth management consultant. That's entirely up to you. You're not sort of closing the jail cell and throwing away the key. That's not the way it works. So you have a lot of flexibility in that regard.
Physicians and High Earners — What Real Estate Can and Can't Do for Your Taxes
