Directed IRA Webinars

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all the previously recorded webinars.

Upcoming Webinar

▪︎ November 10th, 2021 at 4 pm Mountain Time

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

Learn more about our year end Solo 401(k) discounted pricing

Here’s some of the things we will discuss:

  • 4 Key Points to Consider When Using a Solo 401(k)
  • How to Invest in Crypto with a Solo 401(k)
  • Do I Need an LLC to have a Solo 401(k)
  • What is a Backdoor 401(k)
  • What are the Qualifications
  • Increased Contribution Limits for 2022
  • UDFI Tax
  • Contribution Deadlines: Rules, Steps, and Strategies
 

Future Webinars

▪︎ Details to follow

Past Webinars
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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