Intergenerational wealth: How heirs to family fortunes earn their keep
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Here’s how it works in four simple steps. Step 1: You invest $100,000 from your existing IRA or 401(k)** into the Health Wealth Capital medical real estate fund** using a Self-Directed IRA. Step 2: After closing, the fair-market value of your investment can be professionally appraised at around $50,000 — since this is a long-term, illiquid asset. Step 3: You then convert that $50,000 value into a Roth Self-Directed IRA and pay taxes only on that reduced value — roughly $18,500 for most investors
Here’s how it works in four simple steps. Step 1: You invest $100,00…
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