TAKE CONTROL OF YOUR RETIREMENT WITH A SELF-DIRECTED PLAN

When it comes to how you manage 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 that are 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

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