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Change your retirement perspective


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A self-directed IRA is one that permits the account holder the broadest possible investment choices.

Resources and Forms

From account opening to purchasing your investment, we have all the documents you need to begin your journey of self-direction.

Be sure to use the resources we provide on IRS rules and regulations to get closer to your self-directed IRA goals!

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Upcoming Events

Conferences Planning for Prosperity 2016
Thursday, September 29, 2016 - Friday, September 30, 2016
8:30 am - 5:30 pm
Investor Meetings Advanced IRA Investing
Wednesday, August 24, 2016
12:00 pm - 1:00 pm
Investor Meetings Greater Orlando Real Estate Investors Association
Thursday, August 25, 2016
6:00 pm - 9:00 pm
Investor Meetings Jacksonville Real Estate Investors Association
Thursday, September 1, 2016
6:00 pm - 9:00 pm
Investor Meetings Coffee with the CEO
Tuesday, September 6, 2016
9:00 am - 9:45 am
Investor Meetings Broward Real Estate Investors Association
Wednesday, September 7, 2016
5:30 pm - 7:30 pm
Investor Meetings Central Florida Real Estate Investors Association
Wednesday, September 7, 2016
6:00 pm - 9:00 pm
Educational Courses Unlock Your IRA: Intro to Self-Direction
Friday, September 16, 2016
12:00 pm - 1:00 pm
Investor Meetings DREIA Monthly Meeting
Wednesday, September 21, 2016
6:00 pm - 9:00 pm

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