In week 5 of InvestX, Greg set us straight on:

  • The intangible (and psychological) differences between a Roth vs. a traditional IRA and he introduced a third guest to the party: the Self-Directed IRA
  • The benefits of an SDIRA and how it can be used for a multitude of investments that go far beyond (and have better returns than) traditional stocks, bonds, and mutual funds
  • Why an IRA is hands-down the best gift to give your kids and grandkids and how to set it up