Join NorCalREIA Wednesday February 14th and learn to create a TAX DEFERRED retirement income from our expert and knowledgeable panel.

Our panel of professionals will provide you with the answers you need for creating FREEDOM for your retirement & family’s financial future!

 Here is our professional Self-Directed IRA Panel:
Nathan Long, Quest IRA Inc. – Houston, Texas

Lorraine Evans, L.D. Evans CPA – Maui & Roseville
Mike Gobbi, Keller Williams Realty – Roseville

Here a few questions our panel will address:

  • Learn to create a TAX DEFERED retirement income?
  • What to do if you’ve never had an IRA or only have a small IRA?
  • Who should have a Self-Directed IRA?
  • Differences between ROTH and Traditional accounts
  • Differences between SDIRA and SD401k
  • What are the tax benefits/ramifications for using Self-Directed IRAs?
  • Traditional to ROTH conversions (may be eliminated in new tax law)
  • What can you invest in with a Self-Directed IRA?
  • Checkbook LLC’s
  • And much more…