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Updated almost 4 years ago on .

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122
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20
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Sean McKay
  • Specialist
  • Charlotte, NC
20
Votes |
122
Posts

The 5 Most Important Factors When Picking Your IRA Company

Sean McKay
  • Specialist
  • Charlotte, NC
Posted
This event is brought to you by:

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  • 09/27/21 12:00PM - 01:00PM America/New_York
  • https://us06web.zoom.us/meeting/register/tZAoceGoqTgvH9RxJ9-bRfTggFcXHA0IUM8M
  • Free

Disclaimer: BiggerPockets does not support or sponsor any meetups unless otherwise noted. Do your due diligence before attending any events. You may be agreeing to attend an event that includes promotion, pitching, or high-pressure sales tactics or techniques. There may be pitching of products, services or properties at this event!

If you are new to Self-Directed IRA's/401(k)'s, it may seem frustrating and confusing to pick the company that is the right fit for you. Join us for this webinar as we discuss the difference between self-directed providers so that you can make an informed decision! Join us on September 27th at 12:00 p.m. EST.

Senior VP, Sean McKay will discuss:
-Do your fees go up as your account balance grows?
-Are the team members investors or are they educating from a theoretical understanding?
-Do they allow checkbook control and is it mandatory?
-Is there a lot of turnover at the firm?
-Are they the administrator or custodian?

All webinars are recorded, even if you are unable to attend the live presentation, feel free to register so that you can receive the recording. To register click here.

  • Sean McKay