John Bowens
Director and Head of Education and Investor Success at Equity Trust. Expert on self-directed IRAs and alternative investments.
Best podcasts with John Bowens
Ranked by the Snipd community
52 snips
Mar 4, 2025 • 1h 6min
The Tax-Free Retirement Strategy 95% of Americans Don’t Know About
Join John Bowens, Director at Equity Trust Company and self-directed IRA expert, as he unveils the little-known self-directed IRA (SDIRA) strategy that could revolutionize your retirement planning. Discover how this unique account allows you to invest in real estate tax-free, generate passive income, and even flip houses without the usual constraints. John tackles objections to SDIRAs, shares invaluable insights on the 'material participation' rule, and explains the potential for wealth-building that most Americans overlook. Your retirement could be richer than you think!
14 snips
Jun 13, 2025 • 1h 2min
How to Access Retirement Funds Early Using the 72(t) Strategy
John Bowens, Director of Education at Equity Trust, shares his expertise on the 72(t) strategy for early retirement fund access. He breaks down the intricacies of Substantially Equal Periodic Payments (SEPP) and how to avoid hefty penalties for early withdrawals. Listeners learn critical compliance rules and the importance of investment strategy for utilizing retirement accounts effectively. John also discusses various distribution methods, including amortization and annuitization, and highlights the risks and planning needed for a successful retirement strategy.
