In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) explained how the checkbook IRA works.
Some of the relevant issues that were addressed include:
- Why this is not already a default option for most Americans.
- Some of the additional rights and responsibilities that individual investors need to know.
- Specific examples of permitted investments.
- How the strategy had the potential to go sideways and ruin your retirement accounts.
We hope you enjoy!