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 vs eQRP
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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