Self-Directed IRA Education

Mastering Self-Directed IRAs: Real Estate and Alternative Investment Strategies

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Self-Directed IRA Education Brenda Price & Cynthia Hewett 1:10:47

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.

Self-Directed IRARental PropertyUBITMortgage Notes
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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.

Related resources

Self-Directed IRA Starter Guide
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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