Self-Directed IRAs: Everything You Need to Know to Get Started
Ready to Open an account? Book a Call with Michelle where she can help you get started and answer all your questions!: https://meetings.hubspot.com/michelle... Self-directed retirement accounts allow investors to move beyond traditional stocks and invest in assets they understand – like real estate, private lending, and private companies. In this webinar, Lindsay Mersino (Directed IRA VP of Onboarding & Strategic Relationships) will be joined by Directed IRA Account Executive Michelle Rodriguez to walk through the fundamentals of self-directed retirement plans and how investors get started. We’ll cover: -What a self-directed IRA is and how it differs from a traditional brokerage IRA -Examples of permissible investments across real estate, private lending, and alternative assets -How contributions, transfers, and rollovers work when funding an account -How to make an investment through Directed IRA, step-by-step
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