March 26, 2024

The Checkbook IRA: How to Place Non-Paper Investments in Your Retirement Accounts

In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) explained how the checkbook IRA works.

Some of the relevant issues that were addressed include:​

  • Why this is not already a default option for most Americans.
  • Some of the additional rights and responsibilities that individual investors need to know.
  • Specific examples of permitted investments.
  • How the strategy had the potential to go sideways and ruin your retirement accounts.

We hope you enjoy!