Growing your money inside of a Self-Directed IRA can be daunting task. With the right tools, it’s easier. Learn more about ways to mitigate taxes, by investing in private entities, more passively.
Medical Service Providers are having challenges, just like the patients that struggle to pay the bills. Solutions are often found in the private sector. PFD joins us again to explain how private investors are helping the MSP and investors!
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.