Brian in New England

John,
I thought I’d take a minute to thank you for the information I learned at your June 3-4 Self Directed IRA seminar.  There’s a wealth of knowledge of course, and the section on disqualified participants kept me from entering into prohibited transactions which would have disqualified a couple IRAs.  This one piece of information alone saved me more than 10 times the cost of the seminar.  It’s nice to learn about mistakes before I make them!
Thanks!
Brian
 SD IRA Class Testimonial

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Services We Offer

IRA & Tax Planning
  • Self-Directed: IRAs, HSAs (powerful Health Savings Accounts), CESAs (Education IRAs), and 401(k)s
  •  “Checkbook” LLC (IRA-Owned LLC) (we help you decide whether you really need one and review why they should NOT be self-managed)
  • Screening deals for fatal prohibited transactions
  • Discussing UBIT (IRA Tax)
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