Directed IRA Webinar

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Upcoming Webinar

Investing in Alternative Assets with an IRA or 401k
▪︎ June 12th | 3:00 PM PT

 

Buying a Business or Startup Inside Your Self-Directed Retirement Account

Join us for an informative session on leveraging your self-directed retirement account to buy or start a business. Learn the ins and outs of using your IRA or 401(k) to invest in new ventures, understand the tax advantages, and discover strategies for maximizing your investment potential. Register now to secure your spot.

Future Webinar Schedule

All times are 3 pm PT

  • JULY 2024 – July 10th
  • AUGUST 2024 – August 7th
  • SEPTEMBER 2024 – Sept. 11th
  • OCTOBER 2024 – Oct. 9th
  • NOVEMBER 2024 – Nov. 13th
  • DECEMBER 2024 – Dec. 11th
Past Webinars
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Open Forum: The Ins and Outs of Self-Directing Your Retirement Account

This week on our Open Forum Live Webinar, we dive into the fundamentals of Self-Directing! From understanding prohibited transactions to optimizing retirement contributions, we’ve got you covered. Explore correction procedures, compliance protocols, and strategies for securing your financial future.  

1:05:38 Minutes

Open Forum: The Ins and Outs of Self-Directing Your Retirement Account

This week on our Open Forum Live Webinar, we dive into the fundamentals of Self-Directing! From understanding prohibited transactions to optimizing retirement contributions, we’ve got you covered. Explore correction procedures, compliance protocols, and strategies for securing your financial future.  

1:05:38 Minutes

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Solo 401(k) – Contributions, Rules & FAQs

Join us for an exclusive webinar where Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA, unravel the world of Solo 401(k)s. In this comprehensive session, we leave no stone unturned as we delve into the key aspects of Solo 401(k)s. 

1:13:34 Minutes

Solo 401(k) – Contributions, Rules & FAQs

Join us for an exclusive webinar where Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA, unravel the world of Solo 401(k)s. In this comprehensive session, we leave no stone unturned as we delve into the key aspects of Solo 401(k)s. 

1:13:34 Minutes

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Getting Started with A Self-Directed IRA

Join us to simplify rules, address challenges, and empower your retirement journey. In our discussion, COO Aaron Halderman and I explore converting old employer 401(k)s into Self-Directed IRAs or 401(k)s, handling health and education savings, and choosing between Roth and Traditional IRAs. Whether you have existing funds or are starting anew, we’ve got you covered. 

1:08:00 Minutes

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How to take YOUR Small Business to a Publicly Traded Company Managing Alternative Assets

Join us as Chris Loeffler, the CEO of Caliber Wealth, shares insights into Caliber’s evolution, the real estate market’s current landscape, and valuable lessons learned along the way. Whether you’re an investor, entrepreneur, or real estate enthusiast, this episode is packed with wisdom. 

1:09:20 Minutes

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The Solo 401K – The Ins and Outs

In this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s 

1:04:34 Minutes

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Investing in Self-Storage with AJ Osborne and Mat Sorensen

Discover the world of self-storage investing in our exclusive webinar featuring Mat Sorensen and special guest expert AJ Osborne (300M+ AUM). Join us as we delve into the art of utilizing personal funds and retirement accounts for self-storage investments.

1:14:16 Minutes

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Webinar Recording: International Real Estate in your IRA or 401K

In this webinar, we welcome special guest Nick Fong from HGTV’s Beachfront Bargain Hunt and Mexico Life!, who talks about his experiences investing internationally since 2004. And what made him move his real estate operation from Chicago, Illinois to Los Cabos, Mexico. Join Nick and Mat as they delve deep into International investing in your IRA or 401K

53:38 Minutes

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Webinar Recording: Mat and Kris Krohn debate whether to grow wealth in real estate or in an IRA or 401k

We’re excited to present a special webinar recording with guest expert, Kris Krohn, a seasoned real estate expert. You will discover the potential of single-family home investments in the current economic landscape.

In this webinar, you will learn actionable insights, real-world case studies, the power of self-directed IRAs in the single-family-home market, and how to generate above-average real estate returns.

01:31:00 Minutes

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Multi Family in Todays Market – Best Practices & Competitive Strategies

Veena Jetti is our special guest in this webinar. Veena is the founding partner of Vive Funds, a unique commercial real estate firm specializing in curating conservative opportunities for investors ($900M+). Veena has over a decade of real estate experience and over $1B+ in real estate assets over her career in both the startup world as well as the corporate world.

01:14:17 Minutes

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Self-Directed Case Study with Gary Chung

Mat and Aaron will be joined by Gary Chung. Our guest has experience with over 50 different deals with Self-Directed IRAs and Solo(k)s. This is the segment where we put CONCEPT into ACTION! We will discuss actual real estate IRA investments. The profits, pitfalls, and lessons in between.

01:01:05 Minutes

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Banking Crisis and How to Protect Your Cash? W/ Guest Jonathan Morris CEO of Titan Bank

In this webinar Mat and Aaron will be speaking with banking expert Jonathan Morris, CEO at Titan Bank, to discuss our most current events around banks collapsing.

53:00 Minutes

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Investing in Distressed Assets with Josh McCallen

Josh McCallen is a nationally recognized hospitality executive, conference speaker, innovator, builder, and investor with a track record for developing exceptional resort properties and growing world-class operational teams.

1:04:37 Minutes

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Investing in Alternative Assets with an IRA or 401k

How the rich invest in alternative assets and how you can too.

Hosted by Mat Sorensen, Aaron Halderman, and Michael Bradley of Bradley Wealth.

1:21:10 Minutes

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How much do you need in your IRA or 401k to retire?

How much do you need in your IRA or 401k to retire? The Formula You Will Need.

Hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook, and Aaron Halderman, COO of Directed IRA.

1:02:39 Minutes

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How To Fund Your Deal with Other People’s IRAs

Hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook, and Aaron Halderman, COO of Directed IRA With special guest Bill Predebon, Founder/President, Creative Solutions Investments, LLC.

1:07:17 Minutes

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Solo 401k Structure and Strategies

In this webinar Mat Sorensen, CEO and Aaron Halderman, COO of Directed IRA discussed everything you need to know about Solo 401(k)s

56:00 Minutes

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Analyzing Investments for Retirement Accounts

Hosted by Mat Sorensen with Guest Expert Jamison Manwaring, a former Goldman Sachs equity analyst turned real estate syndicator for multi-family real estate, Co-Founder & CEO, Neighborhood Ventures

56:33 Minutes

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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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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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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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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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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

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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

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

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

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

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)

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

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

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

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

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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