Carter Lane is the CEO and founding partner of Unified Wealth, a financial education and retirement strategy firm helping investors take back control of their money and retire faster — with more freedom and less tax drag.
With over 20 years of experience in real estate, private investing, and tax-advantaged wealth structures, Carter has become a leading voice in the world of Self-Directed IRAs and Solo 401(k)s — showing everyday investors how to grow wealth outside of Wall Street using assets they know and trust, like real estate, tax liens, and private equity.
Carter’s mission was born from personal loss. After watching his mother lose her entire retirement savings in the 2008 financial collapse — just months before her planned retirement ... he vowed to dedicate his career to educating others on how to protect their life savings and create generational wealth through smart, compliant, and self-directed strategies.
Under his leadership, Unified Wealth has set up more than 3,500 self-directed retirement accounts, helping clients move over $100 million into structures that give them full control over their financial future.
Through his speaking engagements and webinars, Carter blends financial education with empowerment — teaching how to legally minimize taxes, structure entities for protection, and invest confidently in alternative assets. His teaching style combines real- world experience, heartfelt storytelling, and practical steps anyone can take to build wealth on their own terms.
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Jay Conner is a proven real estate investment leader. Without using his own money or credit, Jay maximizes creative methods to buy and sell properties with profits averaging $86,000 per deal.
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By: Raising Private Money For Real Estate - Jay Conner Title: Retire With Freedom Through Self-Directed IRAs By Carter Lane Sourced From: www.youtube.com/watch?v=aDD5YAmlELc
