Testimonials

Peter’s SDIRA Workshop Testimony October 15-16

Ms. Toyya F. from South Carolina

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… Continue reading

Ms. Pat Hill from South Carolina

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)
Read More...

Subscribe to our newsletter