What is a Self-Directed IRA?

Learn what a self-directed IRA is, how it works, and how investors use retirement funds to invest in real estate, private lending, and other alternative assets.
Small Dollar Real Estate Deals in a Self-Directed IRA

Real estate investing does not have to be overwhelming. It does not have to require six figures in the bank. And it does not have to happen outside your retirement account. With the right strategy and the right structure, you can build a portfolio of income-producing properties inside your IRA, with profits flowing back tax-deferred or even tax-free.
Open Forum Q&A

Rather than a technical legal or tax presentation, this session is designed to help investors understand the fundamentals: what self-directed IRAs allow, how the investment process works, and what to consider before making your first investment. Whether you’re exploring self-direction for the first time or already investing with alternative assets, this open forum offers a chance to gain clarity on common questions investors face along the way.
The First Deal Blueprint of Private Lending

Private lending can be one of the most powerful strategies inside a self-directed IRA, but only when it is done correctly.
Open Q&A: Your Self-Directed IRA Questions Answered

Learn how investors use self-directed retirement accounts to explore alternative investments beyond the stock market. In this live open forum webinar, industry experts break down key IRA structures, important IRS guidelines, and real-world strategies for investing in real estate, private companies, and other non-traditional assets using retirement funds.
Crypto Market Reset: What to do now

After a major crypto correction, what should disciplined investors do next? In this live webinar, Mat Sorensen hosts Tilman Holloway and Andrew Parrish of Arch Public to discuss market structure, volatility, portfolio positioning, and how self-directed IRAs can be used for tax-advantaged crypto investing.
Private Money Lending in a Self-Directed IRA

Join VP of Sales Nate Hare for a live training on private lending inside a self-directed IRA. Learn how to structure promissory notes, avoid prohibited transactions, and generate tax-deferred or tax-free interest income using retirement funds.
Solo 401(k) Basics, Rules, and Contribution Deadlines

Solo 401(k) contribution rules include multiple deadlines, different limits, and planning considerations that can materially impact your tax strategy.
Solo 401(k) Contribution Deadlines and Rules for 2025 Contributions
Solo 401(k) contribution rules include multiple deadlines, different limits, and planning considerations that can materially impact your tax strategy. This article breaks down the key 2025 contribution limits, filing deadlines, and examples self-employed business owners need to understand as 2026 begins.
Open Q&A: Your Self-Directed IRA Questions Answered

Learn how investors use self-directed retirement accounts to explore alternative investments beyond the stock market. In this live open forum webinar, industry experts break down key IRA structures, important IRS guidelines, and real-world strategies for investing in real estate, private companies, and other non-traditional assets using retirement funds.