Self-Directed IRAs Explained: Real Estate, Solo 401(k)s & Alternative Investing w/ Paul Herbes

Most people have no idea their retirement accounts can invest in real estate. In this episode of CRE Deep Dive, Dennis Bamford interviews Paul Herbes from Equity Institutional Services about self-directed IRAs, solo 401(k)s, checkbook IRAs, and how investors are using retirement funds to buy real estate, invest in syndications, and diversify into alternative assets. Paul breaks down: Self-directed IRA basics Real estate investing through retirement accounts IRA LLC structures Solo 401(k) contribution strategies HSA investing opportunities Passive vs active investing setups How rollovers and transfers work Common investor mistakes to avoid Whether you're a real estate investor, entrepreneur, or someone looking to diversify beyond traditional markets, this conversation provides a practical roadmap to alternative investing with retirement funds. Chapters [00:00] Introduction to Self-Directed IRAs [01:40] Why Most Investors Don’t Know This Exists [04:10] What You Can and Cannot Invest In [07:15] How Rollovers and Transfers Work [10:20] Using HSAs and Education Accounts [13:05] In-Service Rollovers Explained [15:40] Real Estate Investing Timelines and Funding [18:55] Checkbook IRAs and LLC Structures [22:10] Solo 401(k)s and Contribution Limits [24:00] Fee Structures and Investor Support [25:35] Midland Trust and Final Thoughts Apply to be a guest here: https://credeepdive.com/booking #selfdirectedira #realestateinvesting #solo401k #passiveinvestingseniorliving #alternativeinvestments ‪@odincapitalgroup‬