Jul 23, 2015
#193: Many people are being lured by the attractiveness of directing their own retirement plans. The trick is to do it right and have an asset, business, or income-producing entity that makes sense for YOUR retirement planning.
Kirk Chisholm is a Wealth Manager, Economist, & Principal at IAG. He is also an expert of investing in alternative investments in self-directed IRA / 401k.
Full notes at https://moneyplansos.com/what-you-need-to-know-about-self-directed-iras-mpsos193/
Key takeaways from our discussion:
Imagine your life 10 years ago and tell me you don’t feel just a little bit richer
She blew $20k of college savings on clothes and a European vacation.