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Lunch Workshop: Why & When to Use a Checkbook IRA (Tampa Bay)
August 3 @ 12:00 pm - 1:30 pm
Are you interested in having checkbook control of your IRA, but don’t know how to get started?
The checkbook IRA is a widely used tool for people to gain greater control of their self-directed IRAs. However, most people don’t know how to set one up or how to maximize the benefits of their checkbook IRA.
During this free lunch and learn seminar, Alex Perny, CISP, of Advanta IRA will teach you the following:
- The pros and cons of the different investment structures
- Why, when and how you should use a checkbook IRA
- How to set-up a checkbook entity for your IRA