Most investors have heard that self-directed IRAs can invest in real estate, private funds, lending, and alternative assets.
What many still do not understand is how these accounts are actually being used in practice and what separates investors who successfully self-direct from those who never get started.
In this live webinar, Directed IRA Affiliate Manager Daniel Tercey will walk through how self-directed retirement accounts work, how investors are using them in today’s market, and the key rules every account holder needs to understand before making an investment.
Date: Tuesday, May 26Time: 12:00 PM PT
Register for the Webinar
In this webinar, we’ll cover:
- What a self-directed IRA is and how it differs from a traditional IRA
- The types of investments investors are making with SDIRAs today
- Why private lending continues to be one of the most common SDIRA strategies
- How investors fund accounts through transfers, rollovers, and contributions
- The rules around prohibited transactions and disqualified persons
- Common mistakes new investors make when self-directing
- How investments are processed and held through Directed IRA
- When investors use structures like IRA LLCs and Solo 401(k)s
Whether you are exploring your first investment or evaluating whether self-directing makes sense for your long-term strategy, this session is designed to provide a practical understanding of how these accounts work in the real world.
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Book a call today with a self-directed IRA expert to see how you can start investing in what you know!
