Self-Directed IRA Mistakes That Could Cost You
This may be the most important self-directed IRA video you watch before using retirement funds to invest in alternative assets. In this expert round table, American IRA brings together tax, legal, and self-directed IRA perspectives to help investors understand key strategies, common mistakes, and practical questions to ask before moving money. The conversation covers important topics like prohibited transactions, deal structure, tax considerations, documentation, and how to approach investments with more confidence. Whether you are interested in real estate, private lending, private placements, or other alternative assets, this discussion is designed to help you make more informed decisions with your self-directed IRA.
Meet Your Round Table
Tax, legal, and self-directed IRA expertise at one table.
Keith Blackborg
Keith Blackborg is a CPA and wealth strategist who has helped hundreds of business owners reach “work optional” in 3-5 years and, when build a virtual family office. He guides a community of self-directed millionaires, with a purpose. His other company, Financial Journey, helps members grow wealth faster, pay less taxes, and enjoy the journey. Keith, along with a community-based due diligence council, helps identify investments and service providers that support this discounted rollover strategy.
Brian Elam
Brian Elam has been licensed as a North Carolina real estate attorney since 1999; but he began his entrepreneurial career long before that. Beginning mowing lawns as a young boy, Brian learned the power of owning a business. He is married to his high school sweetheart, and they have 4 children that range in age from 25 to 16. Having come to saving faith in Christ at a young age, Brian has always sought to make his faith a central part of how he runs his businesses. At the center, Brian likes to help others succeed and thinks everyone should own their own business in America.
Kyle Moody
Kyle Moody is the Business Development Manager at American IRA, where he plays a crucial role in accelerating the firm’s growth. His focus includes driving individual account openings, fostering strong relationships within both community and professional networks, and expanding referral channels. With over 8 years of experience at American IRA, Kyle has successfully established key partnerships with leading investment groups. He is passionate about educating investors on the advantages of self-directed IRAs, empowering them to maximize their retirement potential through alternative investments.
Join the conversation.
Seats are limited. Register now to reserve your spot and receive the recording after the live session.