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Loren Whitney
  • Investor
  • North Idaho
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332
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Self Directed IRA Survey - What's important to you?

Loren Whitney
  • Investor
  • North Idaho
Posted May 22 2014, 10:29

Hey All,

Without mentioning any specific providers, can those of you with self-directed retirement plans share what's important to you?!

List the Top 3 features, benefits, and/or services that are most important when it comes to your plan.

My Top 3 starting with most important would include:

1. Prompt communication and notifications

2. Good technology that allows me to quickly take action and see the results

3. Competitive Fees

Thanks for sharing everyone!

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