
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.
Open the GuideBrenda 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.
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.
Sessions in this library were originally recorded and published by Next Level Strategies. They are shown here through their original public hosting.

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.
Open the Guide
1:10:47A 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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