Meet Kelli Click, president of Self-Directed IRA Services. Listen to her comments from the Retirement Industry Trust Association (RITA) conference in DC.
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Self-Directed IRA Services, Kelli Click | RITA
Self-Directed IRA Services, Kelli Click provides a range of services for individuals looking to take control of their retirement savings and invest in alternative assets. Kelli Click is a Registered IRA Services Professional with years of experience in the self-directed IRA industry, and she is a member of the Retirement Industry Trust Association (RITA).
Self-directed IRAs allow individuals to invest in a wide range of alternative assets, including real estate, private equity, precious metals, and more. With a self-directed IRA, investors have the freedom to make their own investment decisions and diversify their retirement portfolios beyond traditional stocks and bonds.
Kelli Click’s services include providing IRAs, setting up accounts, educating clients on the rules and regulations of self-directed IRAs, and assisting in the process of investing in alternative assets. She works closely with her clients to ensure they understand the risks and rewards of self-directed investing and helps them navigate the complexities of IRS regulations.
One of the key benefits of working with Kelli Click and RITA is the access to a network of professionals and resources in the self-directed IRA industry. RITA provides education, networking opportunities, and advocacy for professionals in the self-directed retirement industry, ensuring that they have the knowledge and tools to best serve their clients.
Kelli Click’s expertise and dedication to providing exceptional service to her clients make her a valuable resource for individuals seeking to take control of their retirement savings. Her commitment to education and compliance ensures that her clients are well-informed and in compliance with IRS regulations, giving them peace of mind as they explore alternative investments for their retirement portfolios.
In conclusion, Self-Directed IRA Services, Kelli Click provides a valuable service for individuals looking to diversify their retirement savings with alternative investments. With her expertise and the resources of RITA, Kelli Click is equipped to help her clients navigate the complexities of self-directed investing and maximize the potential of their retirement portfolios. Whether you are interested in real estate, private equity, or other alternative assets, Kelli Click can help you take the next steps towards a self-directed IRA investment strategy.
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