Contributions & Distributions Reminder Flyer

Wednesday, August 18, 10:00 AM PST – When creating a self-directed retirement account, it is critical that the structure allows investors the ability to contribute what is needed for a given investment. By planning ahead and budgeting, not just for the acquisition of a given investment, but for any other carrying costs that may arise. Whatever’s in… will eventually have to come out, and WILL trigger tax. This class was taught on August 18, 2021 and covered all things IRA, including how to take distributions, whether cash or in-kind. It was taught by David Moore for 1 Oregon Credit Hour.

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