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.
Watch the Replay
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!
