Whitney Nash

Nashional Self-Directed
President and CEO
whitney@nashionalsd.com
(469) 486-3400

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Whitney Nash is the President and CEO of Nashional Self-Directed LLC. She is a Self-Directed Solo 401(k) retirement plan provider and educational consultant. Prior to starting Nashional Self-Directed, Whitney spent several years as a Financial Advisor working alongside her husband, who is a CERTIFIED FINANCIAL PLANNER™ professional and CPA. This experience has given her a unique perspective and overlapping knowledgebase about retirement plans and their tax implications. Whitney provides lectures that address basic and advanced Self-Directed Solo 401(k) information and concepts at tax/accounting and real estate-related seminars and conferences.

About Us: Nashional Self-Directed LLC is a Self-Directed Solo 401(k) retirement plan provider. We assist our clients with customizing and designing their Self-Directed Solo 401(k) plan to meet their needs. This process includes upfront and ongoing guidance for our clients so that they understand the rules and administrative requirements to keep the plan in effect and in compliance, providing the annual updates required by the IRS and DOL and we can also help the account holders connect with banks and brokerage investment advisors that are familiar with these kind of trust accounts, if needed.

Archived Webinars Offered

AN INTRODUCTION TO SELF-DIRECTED SOLO 401(k)s

Date RecordedJuly 16, 2020  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Enrolled Agent, Other, Real Estate Professional, Small Business Owner