The rules have always been the same! Self-directed Retirement Accounts have existed from the inception of IRAs & 401k Plans during the mid-Seventies! What Do You Want to Invest In? Anything other than Collectibles, Life Insurance Contracts & Stock in a Sub S-Corp Who Are You Transacting Between or for the Benefit Of? “Self-Directed” is not a legally defined term, but an industry term for an account that allows the account holder to choose their own investments. Come and get your questions answered!
6:00-6:30pm Introduction & market update
6:30-7:30pm CE Class
7:30-8:00pm Questions & wrap-up