TAKE CONTROL OF YOUR RETIREMENT WITH A SELF-DIRECTED PLAN
Available Date: Friday, October 27th, 2023 10:00 AM Central
Course Description:
When it comes to managing your retirement assets, there is more flexibility than most financial advisors would like you to believe. In this presentation, you will learn about the various self-directed plans available to you and the laws that govern them. I will also share what you can invest in, who you can invest with, and why going tax-free is a great option in our current economic environment.
Learning Objectives:
- Identify each of the self-directed plans that are available for your retirement assets
- Identify the requirements to set-up and manage a self-directed plan
- Identify what it takes to stay in compliance with the IRS and DOL
- Identify who you can invest with and what you can invest in
Testimonials:
RICHARD SHAPIRO
“Really another excellent webinar from the Prosperity Guy- a true educator who is trying to “sell” something during a webinar presentation What was so refreshing with this webinar is I learned about a subject that taught me what NOT to do-Invest in a self -directed retirement plan!“
Jaclyn Mcguinness (Jaclyn J McGuinness, CPA)
“This webinar pulled back the curtain on all the mysteries surrounding the self-directed retirement accounts. A very timely topic as Baby Boomers retire and are looking more active and effective ways to deploy retirement funds and meet their life goals!”
christopher bourlier (tax authority)
“Have personally been doing this for years- mostly rental houses and hard money notes backed by real estate. Tremendous way to build retirement assets. Very informative information for those wishing to use IRA assets.”
Tim Mohan (H &R Block)
“Dave was phenomenal. His mastery over the topic was in full display right through the presentation. Most impressive training session I have attended in a long time. Look forward to his next lecture session.”
Delia Aguilar (Southwest Research Institute)
“This was a very interesting webinar. I was not familiar with self directed retirement plans. I learned a lot. The speaker was very effective and explained this very well.”
Bertha Pratt (H&R Block)
“GREAT! GREAT!! GREAT!!! THIS SESSION TRULY EXCEEDED MY EXPECTATION, PROVIDING A WEALTH OF INFORMATION THAT I AM ABLE TO SHARE WITH MY CLIENTS WITH CLARITY..”
Richard Roche (AccuAccounting)
“I have known about self-directed IRAs for years, but never explored them. Dave’s presentation was clear and concise, and explained the basic concepts quite well.”
JULIUS KLAUSNER (JULIUS A. KLAUSNER)
“Mr. Hall, CPA, is an excellent speaker. The webinar is a well paced presentation of the subject matter. Please have him back, his is one of your top speakers.”
For more information regarding refund, concerns and program cancellation policies, please contact our offices at 855-491-0400.
Presented by Retirement Risk Advisors
Retirement Risk Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
