All Forum Posts by: Charles Campbell

Thanks for the heads-up, for both the timing and tip for ordering on-line!

I wanted to move some IRA funds from strictly financial markets/Wall St type investments to "NOT Wall St", and I was already comfortable investing in real estate outside my IRA, so it was a logical step.

Check out Bob Malecki in the Seattle area and Cody Cox in Portland.  Both are recognized experts and good resources for groups in their areas. 

I am happy with the regular distributions, always on time.  Only disappointment is when I tried to add to my investment recently but the fund I am invested in is full and I will have to wait until another one is opened. 

I had the same decision last year and took the lump sum and rolled into my SDIRA. I started investing in performing notes and my returns are significantly better than the pension payout. I also evaluated buying an annuity, which was better than the pension based on my criteria, but note income is much better than either the pension or the annuity.  Of course, part of the note income stream is return of capital, and there are expenses with an SDIRA,  so you need to consider those elements as well.

Everyone's situation is different, but the lump sum was an easy decision for me.

I'll be there. Looking forward to it!