The checkbook control structure can be a very attractive way to self-direct your retirement account, however, it’s not a one size fits all approach. Careful consideration should be given to your investment strategy with a full understanding of the IRS rules you need to operate within. Furthermore, it’s important to understand the additional responsibilities and potential fees that may entail to ensure a checkbook control is worth the added effort.
Episode 5: The Secure Act 2.0 | New Changes and What They Mean For You
https://www.nuviewtrust.com/wp-content/uploads/2023/05/Episode-5.mp3 Welcome back to the All About Alts Podcast! Listen to this week’s podcast episode to hear our host, Jason DeBono, cover the Secure Act ...