• Private Lending and Notes: Structuring Safe and Compliant Deals

    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.

  • 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 […]

  • 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 […]