Join Directed IRA’s Affliate Manager, Daniel Tercey, for a practical introduction to one of the most flexible retirement tools available to investors.
A self-directed IRA allows you to invest retirement funds into assets beyond the stock market, including real estate, private lending, private companies, and more. But with that flexibility comes rules, processes, and structuring considerations that every investor needs to understand.
In this webinar, Daniel will walk through the fundamentals of how self-directed IRAs work and how investors are actually using them in practice.
Watch the Replay
In this training, we cover:
- What a self-directed IRA is and how it differs from a traditional brokerage IRA
- Examples of permissible investments across real estate, private lending, and other alternative assets
- How contributions, transfers, and rollovers work when funding an SDIRA
- The core IRS rules, including prohibited transactions and disqualified persons
- How to make an investment through Directed IRA, step-by-step
Whether you are new to self-directed IRAs or evaluating your first investment, this session is designed to give you a clear understanding of how the account works and what it takes to use it correctly.
At Directed IRA, we have helped thousands of investors put over $3 billion into alternative assets including real estate, notes, and private funds, all within tax-advantaged retirement accounts. Our experienced team makes it simple to invest with confidence.
————————
Book a call today with a self-directed IRA expert to see how you can start investing in what you know!
