Comprar Alan Johnson @ SDIC Services, LLC un café

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Membership

$100
/mes
Limitado (3 de 5 restantes)

  • Investment due diligence resources and financial models

  • Custodian due diligence assistance, including independent reviews of client experiences

  • Unlimited assistance with completing custodial forms and investment documents

  • Availability as your advocate in the event of a complaint or dispute with a custodian

  • Assistance with UBIT issues that may result from a self-directed IRA investment, including estimates of the potential impact prior to making the investment

  • Ability to schedule unlimited 1:1 phone or email sessions

  • Email notifications of new members-only content, opportunities, and resources

Extras

Personal Assistance

$100