Setting up a Roth IRA is a great retirement planning move. But many investors could get a lot more out of their Roth by venturing beyond the "big box" providers.
Carrie Cook, CEO at Preferred Trust, joins Michael Johnston to discuss the opportunities that exist with self directed IRAs, and the specific restrictions around shares of a startup company.

Setting up a Roth IRA is a great retirement planning move. But many investors could get a lot more out of their Roth by venturing beyond the "big box" providers. Carrie Cook, CEO at Preferred Trust, joins Michael Johnston to discuss the opportunities that exist with self directed IRAs, and the specific restrictions around shares of a startup company.

Startup Shares In A Roth IRA, With Carrie Cook

To build a $1 million portfolio and enjoy a worry-free retirement, you need to understand just 7 basic concepts. 
WealthChannel Academy is your guide to simple and effective retirement planning, without the hype.

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To build a $1 million portfolio and enjoy a worry-free retirement, you need to understand just 7 basic concepts. WealthChannel Academy is your guide to simple and effective retirement planning, without the hype.

To build a $1 million portfolio and enjoy a worry-free retirement, you need to understand just 7 basic concepts.&nbsp;
WealthChannel Academy is your guide to simple and effective retirement planning, without the hype.

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Startup Shares In A Roth IRA, With Carrie Cook

Startup Shares In A Roth IRA, With Carrie Cook