Self-Directed IRAs provide a level of Asset Protection.
Join iPlanGroup and Don Pendleton with Protect Wealth Academy. Don will cover Cutting Edge Strategies on Tax Reduction, Lawsuit Protection and Estate Planning
Director of Investor Education and Onboarding @iPlanGroup
Roberta brings educational training expertise, understanding of business ownership in the construction industry, including tax-advantaged retirement accounts, and new business development strategies. Roberta’s “real world” experience brings a dynamic experience to Self-Directed IRA educational events and makes the content easy to understand.