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  • Thanks, Jackie & Bradley.

    Reached out to Quincy & he doesn’t setup Checkbook IRAs. I’ll dig through the coaching calls to learn more.

    I’ve got the funds in a 403b now so can’t pull it out without penalties. Just looking for another way to grow use the funds and minimize administrative fees. It doesn’t make much sense to me to pay $300-500/year in management fees that have multiple layers of paperwork, if a checkbook IRA costs less/yr and I have more control. The rules are always an extra headache, but are mostly straightforward.



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