Whether you’re new to self-directed IRAs or you’re a seasoned veteran, it’s important to understand the fundamentals so you can make confident financial decisions. This helpful guide shares best practices for how to:
Set goals and identify opportunities
Understand and manage risk
My wife and I had multiple accounts that needed transferred and the team at iPlanGroup was able to meet with us face to face, answer all of our questions, and have our accounts set up very quickly and without any hassle. - Mike G.
Kayla… Thanks for supporting us with your exemplary
service through this slloooow process - Sharon H.
Thanks so much Whitney for taking the time to help with the check issue.
I appreciate you taking the time to conference on the phone too. - Ryan W.
You all are always so calm in explaining everything,
you make it easy to understand my options. - Jim G.
I am so happy that a friend told me about iPlanGroup. They made the process of opening and funding my account so easy and quick that I was able to make a real estate investment the very first week! - Ellen T.