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Financial Experts Network
Investment Adviser Rep CE
Welcome Investment Adviser Representatives!
Self study CE
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2022 SECURE 2.0 Act Webinar Transcript
5 Things You Need to Know About Life Settlements
Dr. Wade Pfau's How to Use Reverse Mortgages to Secure a Retirement White Paper
Guide to Breaking Down LTCI Partnership Policies
IRAs at Death & Beyond Webinar Transcript
Medicaid Annuities and IRAs Guide
Social Security Guide 2023
self study Comments page
A few comments from listeners:
Learned lots about Self-Directed IRAs. Now much more comfortable with what they are and how they work.
- Richard E.
Found I have been a little too conservative in the family tree exclusions. Nieces, Aunts and such I believed were not allowed.
- Rick F.
Topic is completely new for my- thank you for having this webinar
- Avi C.
I now have a better understanding of the rules around self-directed IRA's, specifically what activities can and cannot be done with a rental (back office/admin is Ok, handyman is not).
- Paul M.