Feb 5, 2020
Dylan and Mike interview Brian Eastman, the principal and Sr. Consultant at Safeguard Advisors, LLC based in Boulder, Colorado.
Key Information:
70% of Brian’s clients use a Checkbook IRA
Checkbook IRA is a great tool for people who have existing retirement accounts
Checkbook IRA gives flexibility to invest in more than the stock market
Checkbook IRA you are the Fund Manager instead of paying a custodian
You can’t commingle the funds with your personal
Takes 3 weeks to setup an account, so be proactive and get it completed on the front-end
Make sure you feel comfortable with the self directed vehicle before you invest
Solo 401k good for self-employed people, with no employees, who can continue to contribute
Solo 401k you can contribute $63,500 in 2020
Expert Pro Tip: Talk to a handful of advisers, not sales pitches, when understanding self directed accounts
Contact Information:
https://ira123.com/r/randpartners/
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