Look Before You Invest: Smart Due Diligence for Your Self-Directed IRA

Exciting investment opportunities can move fast, but rushing in without doing your homework can cost you more than just money inside a retirement account. Join us for this exclusive client only strategy session where we’ll cover the key questions every self-directed IRA investor should be asking before putting retirement funds to work. Whether you’re investing in real estate, private lending, or business ventures, this conversation will help you slow down in the right places so your retirement dollars can go further. 

Key Learning Points 

• How to evaluate the people behind an investment opportunity — what to look for, what to ask, and what should give you pause 
• The key financial documents and disclosures you should always review before committing retirement funds to any deal 
• How to assess risk inside a self-directed IRA specifically — and why the stakes are different than investing with personal funds 
• What IRA-specific rules and restrictions could affect your investment before you commit, not after 
• How to vet real estate deals, private lending opportunities, and business investments using a consistent due diligence framework 
• Red flags that experienced self-directed IRA investors watch for — and how to spot them early in the process 
• How to balance moving quickly on a good opportunity with doing your homework thoroughly enough to protect your retirement 
• The questions your custodian can and cannot answer — and who else should be in your corner when evaluating a deal 

Reach out to Sioban Kiley at Misc@MidAtlanticIRA.com for the registration link.