Understanding Self-Directed IRAs

Self-Directed IRAs allow investors to hold alternative assets such as real estate, private lending, and private placements inside a retirement account. While the concept is powerful, the process, rules, and responsibilities are often misunderstood.

This live webinar is designed to provide a clear, practical introduction to Self-Directed IRAs for those who are curious, actively exploring opportunities, or preparing to fund an investment.

We will cover what a Self-Directed IRA actually is, how it differs from traditional brokerage accounts, who this approach tends to work best for, and what the real process and timelines look like. We will also discuss the role of the custodian, your responsibilities as the account holder, and the IRS rules that must be followed to keep a retirement account in good standing.

This session is educational and high level. It is not a sales presentation and it is not individualized advice. There will be time for general questions at the end, with deal specific conversations handled one on one.

Whether you are actively working on a deal or simply want to understand your options before the need arises, this webinar is designed to help you make informed decisions about your retirement investing.