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…