Directed IRA Webinar

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Upcoming Webinar

▪︎ SEPTEMBER 14th | 4:00 PM Pacific Time

TBD

Future Webinar Schedule

  • OCTOBER – Oct. 12
  • NOVEMBER – Nov. 9th
  • DECEMBER – Dec. 14th
Past Webinars
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Webinar 16: Short Term Rentals with a Self-Directed IRA or 401k

In this webinar Mat Sorensen and Aaron Halderman with guest expert J. Massey, Publisher of CashFlow Diary talked about Short Term Rentals with a Self-Directed IRA or Solo 401k.

1:04:24 Minutes

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Webinar 15: 6 Ways to Protect Your IRA or 401K in a Recession

In this webinar Mat Sorensen and Aaron Halderman covered 6 ways to protect your IRA or 401K in a recession.

1:06:39 Minutes

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Webinar 14: Analyzing a Rental Property & Investing with your Real Estate IRA

In this webinar, we went over with Real Estate expert Marco Santarelli how to analyze a potential real estate property, and much more…

1:04:18 Minutes

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Webinar 13: The Best Crypto IRA Structures, Strategies, and Trade Fee Pricing

In this webinar, we went over how to reduce fees on Crypto IRAs, and much more…

1:11:07 Minutes

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Webinar 12: How to Get a Loan to Buy Real Estate with Your IRA

In this webinar, we went over how to get a loan to buy Real Estate with your IRA, and much more…

1:03:23 Minutes

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Webinar 11: Solo 401(K) and IRA – Contribution Deadlines and Processes

In this webinar, we went over the contribution deadlines for Solo 401(k)s and IRAs, and much more…

1:11:06 Minutes

Webinar 10

Webinar 10: Small Dollar Investing With Your IRA or Solo 401(K)

In this webinar, we had special guest expert, Jamison Manwaring, CEO of Neighborhood Ventures.

56:14 Minutes

Webinar Solo 401k

Webinar 9: Self-Directed Solo 401(k) Beginner & Advanced Strategies

In this webinar, we discussed some of the benefits of setting up a Solo 401(k). 4 key points to consider. And much more…

1:05:58 Minutes

Investing in REITs with an IRA

Webinar 8: Investing in Private REITs with a Self-Directed IRA or Solo 401(k)

In this webinar, we discussed some of the benefits of investing your SDIRA in a private REIT. Also, we are pleased to have our special guest expert, Matt Pedersen, President of DakotaREIT.com…

1:00:18 Minutes

crypto investing in an IRA

Webinar 7: Crypto Investing With an IRA – Beyond the Basics

In this webinar, we discuss buying and selling crypto in your IRA, Crypto mining and staking in your IRA, and tax and legal considerations to know in the process…

1:14:24 Minutes

investing in small business with IRA or Solo 401k

Webinar 6: Investing your IRA or Solo 401(k) in Small Businesses, Start-Ups, and Private Companies

In this episode, we cover ways to find start-up and private company investments, how to avoid prohibited transactions, and when UBIT tax may apply…

1:05:25 Minutes

How To Flip & Wholesale Real Estate in a Self-Directed IRA or Solo 401(k)

Webinar 5: How To Flip & Wholesale Real Estate in a Self-Directed IRA or Solo 401(k)

In this episode Mat and Aaron talk about how to fund more real estate & wholesale deals with your IRA and Solo 401(k)…

1:15:37 Minutes

Webinar 4: Self-Directed IRA vs Solo 401(k)

In this episode Mat and Aaron talk about key points you need to know in order to decide what account types are best for you based on your personal situation…

1:29:24 Minutes

Webinar 3: Buying Rental Properties With Your Self-Directed IRA

In this episode Mat and Aaron talk about getting the contract and documents right, rules for managing property, and much more…

1:41:17 Minutes

Webinar 2: Step by Step Overview of Investing your IRA in Bitcoin and other Cryptocurrencies

In this episode Mat and Aaron discuss how you purchase Crypto directly with your IRA without using an IRA/LLC and other crypto IRA questions…

1:13:30 Minutes

Webinar 1: How to Invest in a Private Company Before It Goes Public (Pre-IPO)

Watch as we discuss the different investment opportunities and stages of when a private company will offer stock to investors (including…

59.42 Minutes

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