Webinar

Self-directed IRAs: Everything You Need To Know to Get Started

Self-directed retirement accounts allow investors to move beyond traditional stocks and invest in assets they understand – like real estate, private lending, and private companies.

In this webinar, Lindsay Mersino (Directed IRA VP of Onboarding & Strategic Relationships) will be joined by Directed IRA Account Executive Michelle Rodriguez to walk through the fundamentals of self-directed retirement plans and how investors get started.

Date: Tuesday, June 23rdTime: 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 brokerage IRA

  • Examples of permissible investments across real estate, private lending, and alternative assets

  • How contributions, transfers, and rollovers work when funding an account

  • How to make an investment through Directed IRA, step-by-step

 

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At Directed IRA, we have helped thousands of investors put over $3 billion into alternative assets including real estate, notes, and private funds, all within tax-advantaged retirement accounts. Our experienced team makes it simple 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.

 

Enter your information below to access the resources. 

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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

By downloading Beginner's Guide: How to Self-Direct Your IRA, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.

#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.