In this live webinar, sales executive and affiliate manager Daniel Tercey will begin with a high-level Self-Directed IRA 101 overview, then transition into an open-forum Q&A focused on foundational, practical questions investors commonly have when getting started.
This is not a tax or legal deep dive. Instead, it’s designed to help you understand how self-directed IRAs work, what’s allowed, and how to think about using them responsibly.
Watch the Replay
We’ll cover:
- Common self-directed IRA questions from investors
- Investing in real estate, private funds, startups, precious metals, crypto, and other alternative assets
- IRA rules, prohibited transactions, and compliance pitfalls to avoid
- UBIT, UDFI, and when tax filings may apply
- Custodial processes, account administration, and best practices
- Recent trends and questions we’re seeing from investors
This session is ideal if you’re newer to self-directed investing, exploring alternatives for the first time, or want a clearer understanding of the basics before going deeper.
Why Directed IRA?
At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.
Book a call today with a self-directed IRA expert to see how you can start investing in what you know!
