Self-Directed IRA Education
Self-Directed IRA Starter Guide
A plain-language introduction to self-directed retirement accounts: what they are, how they are funded, what they can hold, and the rules that matter most before you invest.
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Learn the fundamentals
Recorded workshops and written resources on self-directed retirement accounts, private lending, real estate investing and tax strategy.
Self-Directed IRAs · Private Lending · Real Estate · Tax Strategy
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42:29Self-Directed IRA Education
Self-Directed IRAs Explained: How They Work, What You Can Invest In, New Executive Order, & Examples
Brenda Price and Cynthia Hewitt break down how a self-directed IRA actually works: how it is funded, what you can and cannot invest in, who counts as a disqualified person, prohibited transactions, and the recent executive order on alternative assets.
Brenda Price & Cynthia Hewett
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1:10:47Self-Directed IRA Education
Mastering Self-Directed IRAs: Real Estate and Alternative Investment Strategies
A longer workshop on holding real estate inside a self-directed IRA, covering disqualified persons, prohibited transactions, UBIT, checkbook IRAs, and the practical differences between short-term and long-term rentals.
Brenda Price & Cynthia Hewett
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44:18Private Lending Fundamentals
NLS Session 5: Private Money Lending Using Your Self-Directed IRA
How private money lending works inside a self-directed IRA: collateral and risk management, the difference between hard money and private money, how to set lending criteria and loan terms, and how to find and vet borrowers.
Brenda Price & Cynthia Hewett
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Private Lending Fundamentals
Note Investing for Dummies — January 2025 session
A beginner-friendly session covering the basics of buying and profiting from real estate notes.
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Private Lending Fundamentals
Note Investments — February 2025 session
A deeper look at the strategies that make note investments a lucrative opportunity.
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Private Lending Fundamentals
Note Investments, advanced — March 2025 session
A continuation of February's session, focused on advanced techniques and case studies to maximize returns.
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Private Lending Fundamentals
Invest with NLS — April 2025 session
The investment opportunities the community participates in, and how partnership and expertise build a profitable portfolio.
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These sessions were recorded for local investor education and cover the rules and mechanics behind self-directed retirement accounts, private money lending and real estate investing. They are grouped here so the material is easier to find and keep.
Educational disclaimer
Educational content is provided for general information only. It is not personalized tax, legal, accounting, or investment advice, and it is not a recommendation to buy or sell any asset. Nothing here should be taken as professional legal, financial, or tax advice. Consult your own attorney, accountant, and financial adviser before acting on anything you read or watch. Examples and past results do not guarantee future outcomes.