Midatlantic IRA

What You Can and Cannot Do with a Self-Directed IRA
2026-05-26 18:30 - 20:00 (America/New_York) | MD
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

Understanding Self-Directed IRAs
2026-05-28 15:00 - 15:30
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 preparing to fund an investment.

We will cover what a Self-Directed IRA actually is, how it differs from traditional brokerage accounts, who this approach tends to work best for, and what the real process and timelines look like. We will also discuss the role of the custodian, your responsibilities as the account holder, and the IRS rules that must be followed to keep a retirement account in good standing.

This session is educational and high level. It is not a sales presentation and it is not individualized advice. There will be time for general questions at the end, with deal specific conversations handled one on one.

Whether you are actively working on a deal or simply want to understand your options before the need arises, this webinar is designed to help you make informed decisions about your retirement investing.
