What You Can and Cannot Do with a Self-Directed IRA

Not every investment or transaction is allowed inside a self-directed IRA—and understanding the rules is essential to protecting your account. 

In this session, we’ll break down the fundamentals of what your IRA can and cannot do, explain prohibited transactions in simple terms, and walk through common real-world scenarios. 

You’ll leave with a clearer understanding of how to stay compliant and structure your investments with confidence. 

What We’ll Cover: 

• Allowed investments within a self-directed IRA  

• What prohibited transactions are and why they matter  

• Common mistakes investors make  

• Practical examples to help you apply the rules