Investment Exchange Forum – Self-Directed IRAs

CFA Society Chicago member Rich Excell, CFA chats with Brad Janitz, Vice President at Midland Trust on self-directed IRAs and how they can be used in various markets today.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/

Connect with Brad on LinkedIn https://www.linkedin.com/in/bradjanitz/

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.