Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts. - Now Might be the Best Time to Convert Your Traditional 401k or IRA to a Roth

Now Might be the Best Time to Convert Your Traditional 401k or IRA to a Roth

11/17/20 • 26 min

Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.

Steve Sheppherd - Founder of IRA Valuations and Checkbook IRA discusses the process for converting your traditional retirement plan to a ROTH plan. He discusses the Pros and Cons and why this might be the ideal time to convert. For more information contact [email protected] or [email protected]

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The CARES Act and your Retirement Plan

Jordan Sheppherd discusses different uses of the CARES act with your Checkbook IRA or Solo 401k .

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Interview with Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club

We Talk to Chris about her book - The Less You Know the More They Make - How it educates people to the basics of finance and goes over the mistakes people make in trying to navigate the financial world. We also discuss her beliefs in investing and what she does when working with clients. She also has a National group Called Financially Sassy Women who meet in person and on Facebook that we discuss in Length. Chris is adept at alternative investments for her clients and can be reached through her website https://www.cqconsultingservices.com/. or we can put you in touch with her.