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 23rd
Time: 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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Book a call today with a self-directed IRA expert to see how you can start investing in what you know!