Brandon Hall

– The Confident Retirement Podcast with Kris Flammang

Episode 043 Helping clients diversify self-directed IRA investments with Brandon Hall, President Midland IRA

Brandon Hall started at Midland Trust 19 years ago with the purpose of starting an IRA side of the accounting business. Today, Brandon is the President and COO of the company that only operates on IRAs and 1031s as the firm’s primary practice.

Brandon knows every aspect of IRAs, helping clients diversify investments portfolios with self-direction on alternative assets. Brandon has a Certified IRA Service Provider designation, and has degrees from the University of Alabama, Florida Gulf Coast University and an Executive Leadership Certificate from Cornell University. 

Brandon generously shares his wealth of knowledge to explain the complex world of IRAs. Highlights include:

The responsibilities of a custodian.

The four types of IRAs.

An explanation of what is an alternative asset.

Midland does not work as a fiduciary or advisor.

What to know if you have a self-directed IRA that holds alternative assets.

The 1031 section of the tax code explained and misconceptions.

The company’s goals for scalable growth and continuing great customer service.

Enjoy the show!

Connect with Brandon:

Website: https://www.midlandtrust.com/

Connect with Kris:

Website: https://www.lpfadvisors.com/

LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

Twitter: https://twitter.com/kflammang?

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