The Checkbook IRA: How to Place Non-Paper Investments in Your Retirement Accounts
Green Ocean Global Advisors, LLC
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The Checkbook IRA: How to Place Non-Paper Investments in Your Retirement Accounts
76 просмотров · 2 года назад
Green Ocean Global Advisors, LLC
375 подписчиков
76 просмотров · 2 года назад
In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) explained how the checkbook IRA works.
Some of the relevant issues that were addressed include:
Why this is not already a default option for most Americans.
Some of the additional rights and responsibilities that individual investors need to know.
Specific examples of permitted investments.
How the strategy had the potential to go sideways and ruin your retirement accounts.
We hope you enjoy!