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Self-Direction

Category: Self-Direction

Self-Directed Custodians
April 15, 2018in PUBLIC LIBRARY, Self-Direction0by Jeffrey Breglio

Self-Directed Custodians

This VIDEO was a presentation by a self-directed custodian on choosing a custodian, opening an account and moving money and assets to that accounts. It is a great place to…

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Self-Direction Basics
April 15, 2018in PUBLIC LIBRARY, Self-Direction0by Jeffrey Breglio

Self-Direction Basics

Self-direction is the vehicle to use retirement account money to invest in real estate. It’s a great tool, but does requires education and knowledge. This 60-minute webinar goes over the…

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Retirement Accounts
April 15, 2018in Estate Planning, PUBLIC LIBRARY, Self-Direction0by Jeffrey Breglio

Retirement Accounts

Surprisingly, many self-employed people don’t realize that they can contribute to retirement accounts. There are many ways, each with its own set of rules, to do invest in retirement. We…

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