Purchasing Real Estate In a Self-Directed IRA

with Kellie Griffith, Michelle Thomas

00:26:37| Unlock the potential of your retirement savings by investing in property through a self-directed IRA, blending the security of real estate with tax-advantaged growth. Navigate the unique opportunities and regulations of this powerful financial strategy to diversify and enhance your investment portfolio.

  • Kellie Griffith has been with CNB Custody for over 15 years, working in four departments through that time; New Accounts, Transfer Ins, Beneficiary Claims, and now Real Estate. Real Estate is where her passion lies, she loves talking to clients about the advantages of IRA investing and helping them achieve their retirement goals. Coming up in September, she will be working to earn the Self-Directed Industry Professional (SDIP) certification.

  • Michelle Thomas has been with CNB Custody since 2006. Her main focus is on introducing investment companies, financial advisors, and investors to CNB and representing CNB at conferences. She also oversees the New Accounts Department and plays a role in new product development. Michelle holds a bachelor’s degree in business administration with an emphasis in marketing from Kansas State University.

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