These are some notes I took while attending a ways of income seminar last summer.

–          Do you have a distribution options with other companies.

–          Be sure that the investment is allowed. s corporation stock is not allowed.

–          don’t partner with a disqualified person

–          If you sell real estate. income is taxed. For real estate use Roth lira.

–          -lira prohibits from disqualified person can’t occupy property own by ira

–          -reality ira must be free of any debt.

–          -must value the assess yearly

–          -Real-estate must generate enough income.

–          -holding liquid investments problems upon retiring

–          self-direct companies are: Schwab, Fidelity and Vanguard

–          Roth IRA is when you pay the taxes upfront

–          traditional 401 is where you can delay the tax