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for entrepreneurs, real estate, crypto, and self-directed investors.

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Bringing It All Together

Tri·fect·a

/trīˈfektə/noun.

a strategic diagram organizing the three major areas of an entrepreneur’s tax and legal world.

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  • by Mat Sorensen
    A SEP IRA is a powerful retirement account used by many self-employed persons and business owners. It is particularly attractive as you can contribute up to $61,000 into it annually. That’s in comparison to a Traditional IRA, where you can only contribute up to $6,000 a year. “But what if I have employees? If I […]
  • by Mark J. Kohler
    You can actually invest in real estate, promissory notes, precious metals, cryptocurrency, small businesses, and concert tickets, or raw land. Your broker may tell you that you can’t do this and it’s prohibited. They’re blatantly wrong. The post How to Self-Direct my IRA or 401k appeared first on Mark J. Kohler.

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Scottsdale, AZ
October 20th -22nd

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