Olympia: Self-direct your retirement account & invest how you want!

This teleconference is a double opt-in. You will be registering through this site for part one. Part two, you will need to schedule an appointment. Each appointment will take about an hour, and may be scheduled between 8am - 8pm.

Did you know that, in most circumstances, you can roll over an existing retirement account, like a 401k or IRA, in part, or in full, to invest in “non-traditional” options, including businesses and real estate? You can open up a self-directing IRA (SDIRA) or a Solo 401k (SoloK), to get started.

Why should you self direct your retirement plan, if possible? Most companies have investment products (mutual funds, stocks/bonds, etc), which are products that their company has to offer, and your retriment account buys. But, if you focus only in one area, you can risk your 401k becoming a 201k. US News story estimates $2 Trillion were lost in retirement plans, that were just investing in stocks. Can you afford the risk of your retirement account being cut so drastically, due to the stock market volitity? Or do you want more control of your retirment? 

If you're self-employed, even if it's part time, you can open a SoloK, to increase your investment options, and work on reducing your tax burden. With the SoloK, you can contribute both from the "employer side," AND the "employee side." 

If you're not wanting to put the money into a retirement account, there are options to invest, now.

This teleconference is a double opt-in. You will be registering through this site for part one. Part two, you will need to schedule an appointment. Each appointment will take about an hour, and may be scheduled between 8am - 8pm.