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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

Educational Courses Unlock Your IRA: Intro to Self-Direction
Friday, July 17, 2015
12:00 pm - 1:00 pm
Educational Courses Webinar - Selling Real Estate to an IRA
Thursday, July 9, 2015
11:30 am - 12:00 pm
Educational Courses Unlock Your IRA: Intro to Self-Direction
Friday, July 17, 2015
12:00 pm - 1:00 pm
Educational Courses Client Mixer and Special Guest Presentation
Tuesday, July 21, 2015
5:30 pm - 8:00 pm
Investor Meetings Greater Orlando Real Estate Investors Association
Thursday, July 23, 2015
6:00 pm - 9:00 pm
Educational Courses Advanced Real Estate Investing in IRAs
Tuesday, July 28, 2015
12:00 pm - 1:00 pm
Investor Meetings Central Florida Real Estate Investors Association
Wednesday, August 5, 2015
6:00 pm - 9:00 pm
Investor Meetings Jacksonville Real Estate Investors Association
Thursday, August 6, 2015
6:00 pm - 9:00 pm
Educational Courses Unlock Your IRA: Intro to Self-Direction
Friday, August 21, 2015
12:00 pm - 1:00 pm

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