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Self-Directed IRA – Investor Guide Masterclass

Self-Directed IRA - Investor Guide Masterclass

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A Self-Directed Individual Retirement Account (IRA) is an IRA (whether Roth, Traditional, SEP, Inherited IRA, or SIMPLE) where the account custodian permits the IRA holder to invest in any asset class allowed by law. These investment options typically encompass real estate, promissory notes, precious metals, and private company stock. Curiously, many investors wonder, why haven’t I encountered Self-Directed IRAs earlier, and why am I limited to investing my existing retirement plan solely in mutual funds or stocks? The answer lies in the fact that major financial institutions, which oversee most U.S. retirement accounts, face administrative challenges when it comes to including real estate or non-publicly traded assets within retirement plans. Learn everything you need to know about Self-Directed IRAs and investments with IRA Financial founder Adam Bergman.

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