Webinar

Retirement Investing Outside the Stock Market: SDIRA Basics

If you’ve ever wondered how investors use retirement accounts to buy assets outside the stock market, this session is for you.

On Tuesday, December 9, at 11:00 AM Pacific, Directed IRA’s Lindsay Mersino will be hosting a live webinar covering the fundamentals of Self-Directed IRAs (SDIRAs) with Daniel Tercey co-hosting and answering real-time questions.

This is a beginner-friendly walkthrough designed to help you understand what an SDIRA is, how it works, and how to confidently use one to invest beyond Wall Street.

Watch the Replay

We’ll cover:

  • What a Self-Directed IRA actually is – and how it differs from a traditional brokerage IRA
  • Examples of permissible SDIRA investments across alternative asset categories
  • How contributions, transfers, and rollovers work when you’re moving money into an SDIRA
  • The compliance rules every SDIRA investor must understand
  • How to make an investment through Directed IRA, step-by-step

Whether you’re new to the concept or need a refresher before making your first self-directed investment, this session will walk you through the essentials clearly and simply.

📅 Tomorrow- December 9th, at 11 AM PT – Save your spot now!

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!

New to the industry?

Download our beginner's guide to SDIRAs

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Self-Directed IRA Getting Started Resources

New to self-directed retirement accounts? These resources are designed to help you understand the fundamentals and get started the right way.

 

Access curated webinars, guides, and educational content covering investment options, account structures, and the rules that govern self-directed IRAs.

 

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Get Access to SDIRA Handbook Resources

Mat Sorensen, Attorney, CEO, and Founder of Directed IRA, wrote the #1 book on self-directed IRAs – selling over 50,000 copies nationwide. The Self Directed IRA Handbook is a comprehensive guide written for both investors and advisors alike. Get access to your SDIRA Handbook resources today!

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Beginner's Guide:
How to Self-Direct Your IRA

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#1 Book
on Self-Directed IRAs

Mat Sorensen, Attorney, CEO, and Founder of Directed IRA, wrote the #1 book on self-directed IRAs – selling over 50,000 copies nationwide. The Self Directed IRA Handbook is a comprehensive guide written for both investors and advisors alike. Download your free copy today!

By downloading The Self-Directed IRA Handbook, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.