With a self-directed IRA, investors have access to a wide range of alternative investments, but more choice does not always mean more clarity. Real estate, private lending, notes, syndications, crypto, and private equity all come with different structures, risks, timelines, and capital requirements. This national educational session is designed to help investors understand how these […]
Real estate remains one of the most popular IRA strategies, but the rules and best practices continue to evolve. This session covers financing options, partner structures, UBIT considerations, management responsibilities, and what investors should expect in the 2026 real estate environment.
For investors already comfortable with the basics, this session explores more advanced ways to structure real estate investments inside a self-directed IRA. We will discuss partner structures, financing considerations, managing deal risk, and how experienced investors approach larger or more complex opportunities. This is a great session for clients who want to deepen their strategy and think more intentionally about how real estate fits into their long-term retirement plan.
Private lending continues to grow in popularity among self-directed investors. This session explains how to structure loans correctly, evaluate collateral, understand servicing, avoid common mistakes, and protect your IRA from unnecessary risk.
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, […]
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 […]
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 […]
One of the most underutilized strategies in the self-directed IRA world is also one of the simplest: partnering your retirement plan funds with your personal funds to invest in the opportunities you already believe in. In our monthly National Strategy Call, we'll cover how this works, what the rules are, and why it can be a game-changer for both […]
You've probably heard the buzz around Checkbook Control LLCs inside a Self-Directed IRA — faster transactions, fewer custodian touchpoints, more flexibility. And for the right investor, it can be a powerful structure. But here's what most people don't tell you: it's not the right fit for everyone, and setting one up without fully understanding the […]
Structures should solve problems, not create them. Entities can be powerful tools inside a self-directed IRA, but they're not a one-size-fits-all answer. Join MidAtlantic IRA for a clear-eyed, educational look at how LLCs, limited partnerships, and trusts are commonly used with retirement accounts, what problems each structure actually solves, and when they simply add cost and paperwork without […]