Join us to hear stories on how the Solo 401(k)s is successfully leveraged by investors.
If you don't already know this, the Solo 401(k) gives you the opportunity to invest with higher contribution limits.
If you are a small business owner this gives you the power to leverage and accelerate wealth inside of an IRA.
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.