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Self-Directed Investing

• What is Self-Directed Investing?
• Investment Options
• Prohibited Investments & Transactions
• Risks with Self-Directed Investing
• The Self-Directed Investing Process

Self-Directed Plans for Individuals

• Traditional IRA
• Roth IRA
• Individual(k)
• Educational Savings Account
• Health Savings Account

Types of Business Retirement Plans

• SEP
• SIMPLE
• Individual(k) 
• 401(k)
• Profit Sharing

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