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Education is the hallmark of our process. This section contains information on great supplemental book information, from those who have firsthand experience in the field.

The Business Owner’s Guide to Financial Freedom:
What Wall Street Isn’t Telling You

The Difference Between Wall Street and Main Street. This book is for business owners, or the more appropriate name, Entrepreneur. We are a different breed. We think differently. We dream differently… and of course, we operate differently. This couldn’t be truer than when it comes to building and protecting our finances. Our lives revolve around our business. Our income and our future, even if you want to call it retirement, revolves around our business.

The Self-Directed IRA Handbook, Second Edition

An Authoritative Guide For Self Directed Retirement Plan Investors and Their Advisors.

The Handbook clearly explains the prohibited transaction rules, investment structures, common self-directed IRA investment assets (real estate, private company, IRA/LLCs, private equity, hedge funds, crowdfunding, precious metals), and IRA tax pitfalls (UBIT & UDFI tax). The Handbook also includes extensive FAQs after each chapter, and nearly 130 citations to cases, statutes, rulings, and opinions from the IRS and DOL.