RESOURCES

Our Live Webinar Calendar

Events

  • Thu02 Dec
    12:00PMMST
    Required Minimum Distributions: Here’s What You Need to Know
    ONLINEIf you are approaching the age of 72 or you just inherited a retirement account, you may need to take a Required Minimum Distribution this year. Join Chris Tanner of NDTCO as he explains what a Required Minimum Distribution is, how it differentiates from a normal distribution, and whenyou can take one, plus answers any additional questions you may have. REGISTER
  • Thu09 Dec
    12:00PMMST
    End-of-the-Year Reminders and Tax-Planning Strategies
    ONLINEIt’s time to start thinking about tax planning and end-of-the-year best practices for self-directed IRAs! Join us for an overview on Required Minimum Distributions, key tax-planning strategies related to retirement plan contributions and Roth conversions, and why it is important to complete your Fair Market Valuations and review your designation of beneficiary form.REGISTER
  • Tue18 Jan
    12:00PMMST
    Foundations of Self-Directed IRAs – A Basic Overview
    ONLINEThis webinar will cover IRA basics and the many advantages of a self-directed IRA. Discover how to create a self-directed IRA, fund it, and manage it. Learn how your retirement plan can benefit from alternative assets like real estate, precious metals, and private equity. Discover why investing in non-correlated assets can help protect your hard earned retirement savings. Take the first step to controlling your retirement!REGISTER

Calendar

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