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Take Control of Your Retirement with a Self-Directed Plan

TAKE CONTROL OF YOUR RETIREMENT WITH A SELF-DIRECTED PLAN

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 3, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

When it comes to managing your retirement assets, there is more flexibility than most financial advisors would like you to believe. In this presentation, you will learn about the various self-directed plans available to you and the laws that govern them. I will also share what you can invest in, who you can invest with, and why going tax-free is a great option in our current economic environment.

Learning Objectives:


  • Identify each of the self-directed plans that are available for your retirement assets

  • Identify the requirements to set-up and manage a self-directed plan

  • Identify what it takes to stay in compliance with the IRS and DOL

  • Identify who you can invest with and what you can invest in

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dave Hall

The Prosperity Guy
Managing Partner
dave@theprosperityguy.com
(844) 455-0500

Prosguy3

Dave Hall graduated from Southern Utah University in 1994 with his Master’s in Accounting. Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state, and local taxes. He has done this by using little-known tax and investment strategies many other advisors overlook.

As the Prosperity Guy founder, Dave now spends his time educating thousands of professional advisors on how they can get themselves and their clients to the zero percent tax bracket and transform their retirement.

About Our Presenter

Prosguy3
The Prosperity Guy is a retirement education company that is quickly becoming a top brand in the industry.  Dave Hall started the company in 2019, with one course.  Since that time, the company has continued to expand their offerings to include multiple courses, and a podcast on tax-free retirement.  If you are looking for high quality, up-to-date, tax-free retirement education you have come to the right place.