Seven years ago one of my real estate investment partners decided to tap into his IRA funds tax-free so we could expand our real estate portfolio. As the “Self-Directed IRA Custodian” experience just made him confused and frustrated, I decided to roll up my sleeves and help him get things done. So I dove into the world of Self-Directed IRA & 401(k) Investing… I was fascinated.
For nearly two years I flew all over the country seeking knowledge from tax, legal, and investment experts who specialized in Self-Directed IRA and 401(k) plans. Then one day, one of these experts called me for advice! I thought it was a fluke, but then it happened again with several of the other experts. Before long, the word got out that I knew this field inside and out.
As it turned out, there were a lot of people looking to get straight answers and powerful Self-Directed IRA/401(k) strategies. I couldn’t stop the phone calls from pouring in, so I started charging consulting fees.
What started as a consulting practice has flourished into Nabers Group, the leading provider of direct control investing with an unlimited platform. Not only do we have the only exclusive license to the IRA LLC from the attorney who created it, we also pioneered the non-custodian, self-trustee Solo 401(k) in 2006.
Compliance
I annually visit with the IRS and U.S. Department of Labor in Washington, D.C., and I’m the founding member of the nonprofit professional trade & education association, IRA Association of America.
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