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Listen " Self-Directed IRAs & Tax Strategies for the Next Generation with Larry Pendleton | Part 2 "
Episode Synopsis
In this episode of The Preferred Way Podcast, Carrie Cook continues the conversation with CPA Larry Pendleton on how both younger and older generations can strategically use self-directed IRAs, manage debt, and prepare for retirement that leaves a legacy.
Larry shares insights on:
Why it’s never too late to start retirement planning (even at 50+)
The difference between good debt vs. bad debt
The true cost of raising kids (and why it impacts your financial strategy)
Why the younger generation may shift 80% of their portfolios into alternative assets like crypto & real estate
How small businesses are reshaping retirement plan offerings
The importance of using a real tax advisor (not just filing software)
Open a Self-Directed IRA today with Preferred Trust Company and take control of your retirement: www.preferredtrustcompany.com
Connect with Larry Pendleton, The Investor’s CPA for tax strategy & consulting: www.linkedin.com/in/larry-pendleton-jr-cpa-msa-493aa249
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