EP#41 | Self Direction Wealth: Navigating the IRA Landscape | Lindsay Mersino

Join us in this insightful episode as Jacqueline delves into the world of self-directed IRAs with Lindsay Mersino from Directed IRA. Discover the key factors that set Directed IRA apart from other companies in the industry.In this conversation, Lindsay highlights three crucial components that make Directed IRA unique. First and foremost is their unparalleled commitment to service, as evidenced by their hardworking team and a remarkable track record of over 500 five-star Google reviews. Efficiency is the second pillar, with a focus on swift and effective custodial services, ensuring your investment moves seamlessly. Lindsay emphasizes the importance of their investment processing team, ensuring timely responses and resolutions.The third distinctive element lies in Directed IRA's co-founders, Matt Sorensen, a tax attorney, and Mark Kohler, a CPA. With over a decade of experience in the self-directed IRA space, they co-authored the acclaimed "Self-Directed IRA Handbook." Lindsay emphasizes the accessibility of these industry leaders, a unique advantage that sets Directed IRA apart from the competition.Jacqueline and Lindsay also touch on the 401k to IRA movement, exploring the options for individuals with retirement plans from previous employers. They discuss in-service rollover clauses and age limits, shedding light on potential opportunities for those still employed.Don't miss the chance to optimize your financial future! Tune in, gain valuable insights, and explore the possibilities of self-directed investing with a Directed IRA.Contact your hosts:Website: www.morelandequity.comFollow on social media @morelandequityListen on Apple Podcasts & Spotify @getdiversified