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6-Point Checklist For Self-Directed IRA Owners


Do you wish to have more control over what your individual retirement account (IRA) invests in? If yes, then consider starting a self-directed IRA (SDIRA). Self-directed IRAs also broaden your investment options by allowing you to invest in several alternative asset classes! In this episode, Jeremy Keil speaks with Mindy Gayer, Southeast Region Business Development Manager at The Entrust Group. Mindy debunks the common misconceptions around self-directed IRAs and explains everything you need to know before starting your SDIRA account. Mindy discusses: - Three crucial things to keep in mind about SDIRA transactions - Different ways to fund your SDIRA and diversify your retirement portfolio - Major responsibilities of an SDIRA owner - How to use your SDIRA to achieve your ideal retirement and support your beneficiaries - And more To learn more about self-directed IRAs, check out the resources below! If you have any questions, feel free to contact us or connect with our guest Mindy Gayer through the information provided below! Resources: Learning Center: The Entrust Group What is a Self-Directed IRA? Self-Directed Account Fees: The Entrust Group 3 Things You Should Know Before Choosing A Financial Advisor 6 Questions Retirees Aren’t Asking But Should Be 5stepretirementplan.com Subscribe to Retirement Revealed on Google Podcasts Subscribe to Retirement Revealed on Apple Podcasts Connect With Mindy Gayer: (615) 900-4015 Mgayer@theentrustgroup.com The Entrust Group Contact The Entrust Group LinkedIn: Mindy Gayer Connect With Jeremy Keil: Jeremy@keilfp.com (262) 333-8353 Keil Financial Partners LinkedIn: Jeremy Keil Facebook: Jeremy Keil LinkedIn: Keil Financial Partners About Our Guest: Mindy Gayer leads The Entrust Group out of the Nashville, Tennessee office which serves the Southeast Region. She joined Entrust with over 11 years of sales and relationship management experience, seven years of banking experience, and five years of retirement industry administration experience. Mindy holds a Bachelor's Degree in Business Management from Southern Illinois University in Carbondale, Illinois, and takes a lot of pride in her business and financial background. The retirement industry has always been of interest to Mindy. She feels that it is very important to offer education to all individuals on their options for diversifying their retirement portfolios using alternative investments through a self-directed IRA. Disclosures: Entrust does not endorse, recommend or advise on any investment product or service. Rather, Entrust provides the administration, information, and tools to make self-direction straightforward and compliant....(read more)


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