EPISODE · Oct 25, 2023 · 28 MIN
Startup Shares In A Roth IRA, With Carrie Cook
from WealthChannel Academy · host WealthChannel
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.
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This episode is 28 minutes long.
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This episode was published on October 25, 2023.
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