Strategy Groups

Learn the key differences between 401(k)s, IRAs, SEPs, and SIMPLEs on our next Strategy Group call, Sept 23 at 6:30pm ET. Clear comparisons, 2025 contribution limits, and time for live Q&A.

The January National Strategy Call is a live educational session designed to help investors begin the year with clarity, intention, and a practical framework for decision making inside a self directed IRA. […]

This client only workshop builds directly on January’s Strategy Group and is designed to help you move from high level strategy into clear, personalized action. Rather than discussing concepts in […]

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, […]

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.