Join Directed IRA’s Affiliate Manager, Daniel Tercey, for a practical overview of how investors can use a Self-Directed IRA to take greater control over their retirement investments.
Unlike a traditional brokerage IRA, a self-directed IRA gives investors the ability to use retirement funds for a wide range of alternative assets, including real estate, private lending, private companies, and more. However, investing outside the stock market requires an understanding of the IRS rules, account structure, and processes involved.
Date: Tuesday, September 29thTime: 12:00 PM PT
Register for the Webinar
In this webinar, Daniel will break down the fundamentals of self-directed IRAs and show how investors can use these accounts to pursue alternative investments while staying within the rules.
In this training, we cover:
In this training, we cover:
- What a self-directed IRA is and how it compares to a traditional brokerage IRA
- Common alternative investments available through an SDIRA, including real estate, private lending, and private companies
- How contributions, transfers, and rollovers can be used to fund a self-directed IRA
- Key IRS rules to understand, including prohibited transactions and disqualified persons
- How to complete an investment through Directed IRA, step-by-step
Whether you’re completely new to self-directed IRAs or preparing to make your first alternative investment, this session will give you a clear foundation for understanding how these accounts work and how to use them properly.
At Directed IRA, we’ve helped thousands of investors place more than $3 billion into alternative assets such as real estate, notes, and private funds through tax-advantaged retirement accounts. Our experienced team is here to make the self-directed investing process simple and straightforward.
At Directed IRA, we’ve helped thousands of investors place more than $3 billion into alternative assets such as real estate, notes, and private funds through tax-advantaged retirement accounts. Our experienced team is here to make the self-directed investing process simple and straightforward.
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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!
