WHEN: 11:00 a.m. – 12:00 p.m. Tuesday January 26, 2021
William L. Exeter, President and CEO, Exeter 1031 Exchange Services, LLC and Exeter Trust Company will present a live webinar on Unraveling the Mystery of Self-Directed IRAs. This is a basic to mid-level discussion of self-directed IRAs and the types of investments available to you, including investments in rental properties that will help plan members unravel the mystery of individual retirement accounts.
Come armed with all your questions related to your Individual Retirement Account and 1031 Exchange. Get the edge you deserve when it comes to understanding the power of tax deferral and tax exclusion strategies to build wealth.
Join us on Tuesday, January 26 for this informative webinar where we give you a “deep dive” into individual retirement accounts and the 1031 Tax Free Exchange process. Exeter 1031 Exchange Services, LLC, the leading national provider Full 1031 Exchange Services and Qualified Intermediary (“accommodator”) will provide you with the information you need to successfully navigate the 1031 Exchange process. This is a basic to intermediate level discussion of 1031 Exchange that will help webinar attendees unravel the mystery of structuring 1031 Exchange transactions. Come armed with all your 1031 Exchange related questions.
Topics for discussion include:
- The different types of individual retirement accounts: Traditional IRA, Rolling IRA, Legacy IRA, Roth IRA, Roth Conversion IRA, SEP-IRA, SINGLE IRA, Individual 401 (k) Plan or Solo-K.
- Understanding of traditional and non-traditional investments, including how to invest an IRA in real estate.
- The tax savings that YOU can benefit from enable effective leverage and increase in investments.
- By investing through an IRA, find out how YOU can achieve asset diversification and / or consolidation.
- Improved cash flow by deferring tax payments.
- and much more, including Q&A to follow the presentation!
President and CEO, Exeter 1031 Exchange Services, LLC
William “Bill” L. Exeter is the Founder, President and CEO of Exeter 1031 Exchange Services, LLC, headquartered in San Diego, California, Exeter Trust Company, headquartered in Cheyenne, Wyoming, and their affiliates. Mr. Exeter is based at the company’s national headquarters in San Diego, California. He has been working in the trust services industry since 1980. He began specializing in real estate tax strategies in 1986, specializing in 1031 exchanges, 1033 exchanges, self-directed IRAs, and alternative investment deposit accounts.
Mr. Exeter is also a consultant, advisor, trainer, instructor and expert witness. His work as an expert witness focuses on matters related to 1031 exchanges, 1033 exchanges, self-directed IRAs, and title deed or land trusts. His work as an expert witness has included testimony in numerous depositions, arbitration proceedings and trials.
He has written, lectured, taught and trained investors extensively on 1031 Exchanges, 1033 Exchanges, Tenant-In-Common (TIC) and Delaware Statutory Trust (DST) investment properties as alternatives to Similar property for 1031 and 1033 Exchanges, Self- Directed IRAs and land or land property trusts. In addition, Bill Exeter is a frequent guest expert on “The Financial Advisors – Money Talk Radio Show” on San Diego News Radio AM 600 KOGO, on “BizTalk Radio” on Business Talk Radio AM 1000 KCEO San Diego and many other radios and television appearances.