Strategy Groups

Name: Checkbook Control: The Power, the Pitfalls, and Whether You Need It
Start: 2026-07-28T18:30:00-04:00
End: 2026-07-28T20:00:00-04:00

June 2026
The Partnership Strategy: Investing With Both Your Personal and Retirement Funds

June 23 @ 6:30 pm - 8:00 pm EDT

One of the most underutilized strategies in the self-directed IRA world is also one of the simplest: partnering your retirement plan funds with your personal funds to invest in the […]
July 2026
Checkbook Control: The Power, the Pitfalls, and Whether You Need It

July 28 @ 6:30 pm - 8:00 pm EDT

You've probably heard the buzz around Checkbook Control LLCs inside a Self-Directed IRA — faster transactions, fewer custodian touchpoints, more flexibility. And for the right investor, it can be a […]