Updated over 6 years ago on .
EP 392 – END OF YEAR SD IRA GUIDELINES WITH INGRID CHAVEZ
The end of the year is something that makes anyone feel either anxious or excited. Partly the reason is the fact that so little time is left to meet your goals and finish up some pending tasks. Scott talks with Ingrid Chavez from Quest Trust to discuss some of the deadlines that self-directed IRA investors have to keep in mind as the year comes to an end. Learn more about evaluation and asset evaluation forms to submit as well as the fair market value of the assets. Also, take a peek into the new tool offered by Quest Trust and their upcoming events that will help you as investors even for the years to come.
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