Retirement Accounts
Intro to Self-Directed Retirement Accounts
4m40s
What can I invest in? Can I use my existing retirement account? What are the rules for self-directing? Can I buy a vacation home?
Account Options
5m0s
SDIRA vs Solo 401k Eligibility requirements Tax free options Maximum contributions
Checkbook Control
8m54s
How to save costs How to save time How to identify who has your back How to take full control of your retirement
Taxes – UDFI & UBIT
2m50s
What are UDFI & UBIT? When does UDFI occur? Will UBIT destroy my returns? How to use depreciation in your IRA
Fund Your Account
2m55s
How to use your existing retirement funds Which accounts are limited to SDIRAs Which accounts can rollover to a Solo 401k BONUS! A quick trick to save you thousands
Open an Account
4m1s
Who can help Costs Timeline Special offers to save on startup costs
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