The VALUE of Self-Directed Retirement Planning With Bill Neville

Ritter on Real Estate

Today's Ritter On Real Estate Guest is Bill Neville. Bill Neville joined The Entrust Group eight years ago through his initial role as Manager of Operations for the company’s franchise program. When the program was discontinued, Bill stepped up to the task of managing the Compliance and Internal Audit departments. With a keen eye for detail and gaining valuable insights into the IRA industry, Bill kept Entrust’s educational programs and internal processes in line with industry regulations.
Bill actively takes pride in the company’s growth and success and is currently the Business Development Manager for Entrust’s San Francisco Bay Area office.""Bill Neville joined The Entrust Group eight years ago through his initial role as Manager of Operations for the company’s franchise program. When the program was discontinued, Bill stepped up to the task of managing the Compliance and Internal Audit departments.
With a keen eye for detail and gaining valuable insights into the IRA industry, Bill kept Entrust’s educational programs and internal processes in line with industry regulations. Bill actively takes pride in the company’s growth and success and is currently the Business Development Manager for Entrust’s San Francisco Bay Area office. Welcome to the podcast Bill!

Key Points From The Episode:

• How Bill got his start in managing/recovery auditing/financial advising.
• What Entrust Group is and isn’t. Custodian & record keeper for individuals.
• The definition of self-directed retirement planning.
• The freedom included with self-directed retirement accounts.
• Why most financial advisors limit their investment opportunities for consumers.
• Roth IRA & 401K transfers, rollovers, brokerage changes explained.
• The benefit of self-directed IRA’s.
• What potentially disqualifies your self-directed IRA.
• IRA’s owning assets, how it works.

Books Mentioned:

Sapiens: A Brief History of Humankind by Yuval Noah Harari

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