How to Invest in Private Loans with an IRA (Step by Step)
In this webinar, Directed IRA VP of Sales Nate Hare, joined by co-host Daniel Tercey, walks through how to invest in private loans using a self-directed IRA, HSA, or 401(k). You’ll learn how promissory notes and trust deeds work, which borrowers your retirement account can lend to, how interest income flows back to your account, and the prohibited transaction rules investors need to understand before getting started.
Self-directed IRAs: Everything You Need To Know to Get Started
Join Directed IRA’s Lindsay Mersino and Michelle Rodriguez for a beginner-friendly walkthrough of self-directed retirement accounts, including how they work, what investors can invest in, how to fund an account, and the step-by-step process for making an investment with Directed IRA.
When Should You Use an IRA LLC or Checkbook IRA?
Join Mat Sorensen and Ashley Burr for a live webinar on when to use an IRA LLC or checkbook IRA. They’ll cover common use cases, setup considerations, prohibited transaction risks, and how to decide whether an IRA LLC fits your self-directed investment strategy.
Investing in Oil, Gas & Mineral Rights with a Self-Directed IRA: Strategies, Risks, and Opportunities
In this webinar, Daniel Tercey of Directed IRA, joins Khris Allen of Eckard Enterprises to break down how energy investments can fit inside a retirement account, including potential income opportunities, tax considerations, deal structures, and the risks investors need to understand before getting started.
How Investors Are Actually Using Self-Directed IRAs in 2026
In this live webinar, Directed IRA Affiliate Manager Daniel Tercey will walk through how self-directed retirement accounts work, how investors are using them in today’s market, and the key rules every account holder needs to understand before making an investment.
Investing in Mobile Home Parks & Parking Assets with a Self-Directed IRA
In this webinar, Directed IRA COO Aaron Halderman joins Brian Spear of Sunrise Capital Investors to discuss how investors are using self-directed retirement accounts to access passive real estate opportunities focused on cash flow, diversification, and long-term wealth creation. The conversation covers why many investors view these asset classes as resilient alternative investments, strategies for navigating changing market conditions, and how self-directed IRAs can be used to invest in private real estate deals.
What is an IRA LLC (or Checkbook Control IRA)
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the structure commonly known as the Checkbook IRA LLC and explain how investors use it to purchase real estate and alternative assets with greater speed, flexibility, and control. They discuss how the LLC is formed, what responsibilities come with serving as manager, prohibited transaction risks, common compliance mistakes, and why proper setup is essential for protecting your retirement account.
How to Buy Real Estate in Your Self-Directed IRA
Most people don’t realize their retirement account can do a lot more than hold stocks and mutual funds. In this episode, Mat Sorensen and Mark J. Kohler walk through how to use your IRA, Roth IRA, 401(k), or HSA to invest in real estate — from rental properties and syndications to private lending and flips. They share real deals from their own accounts, break down the rules you need to know, and show you how to build serious tax-advantaged wealth by investing in what you actually understand.
Real Self-Directed IRA Deals (Show and Tell with Mat and Mark)
What does a real self-directed IRA investment actually look like in practice? In this live episode from the Self-Directed IRA Summit, Mat Sorensen and Mark J. Kohler walk through real deals from their own portfolios using a “show and tell” format. They cover a short-term real estate lending deal, how they source and vet opportunities, and the standards they use to stay disciplined with retirement funds. The conversation also explores creative alternative investments and the flexibility self-directed accounts offer across asset classes.
Self-Directed IRA Prohibited Transaction Rules
Prohibited transactions are one of the most important, and most misunderstood, rules in self-directed investing. In this episode, Mat Sorensen and Mark J. Kohler break down what these rules actually mean, where investors get into trouble, and how to structure your deals correctly. If you’re using a self-directed IRA for real estate, private lending, or alternative investments, understanding these guidelines is critical to protecting your account and avoiding unnecessary taxes and penalties.