• Client Only: Buying Assigned Notes with a Self-Directed IRA

    Investing in assigned notes can be an effective way to generate passive income within a self-directed IRA—but success depends on proper structure and due diligence.  In this session, we’ll break down how note assignments work, what to evaluate before purchasing an existing note, and how to properly hold the investment within your IRA.  You’ll also gain insight into the documentation required, […]

  • 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 […]

  • 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 […]

  • Investing Smarter with Tax-Advantaged Accounts (Baltimore, MD)

    Jack Kiley will be presenting at an upcoming main event hosted by the Baltimore Real Estate Investors Association. This in-person event brings together real estate investors of all experience levels for education, networking, and real-world insights. Any investor can benefit from a self-directed IRA or other tax-advantaged retirement account. At Baltimore REIA's next Main Event, Jack Kiley […]

  • 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 […]

  • 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 […]