From Setup to Retirement
You are ready to set up your new Self-Directed IRA, now what? How do you determine which account is right for your needs? How much money should you anticipate moving into your new self-directed account? Do you already know what type of assets you are looking to invest in? And finally, what CAN or CAN’T you do with your account?
If these and other questions are rolling around in your head and you are looking for direction and answers before you open a self-directed account, you will not want to miss this episode of the IRA Cafe, where American IRA’s dynamic duo Colden Raisher and Kyle Moody address questions and concerns fielded over the years from perspective clients.
Kyle will address what you need to know when considering setting up your new account and how to fund it from various sources, whether you qualify for a more powerful account like the Solo 401(k), how to leverage Non-Recourse loans or partnerships, the critical DOs and DON’Ts when owning assets with a Self-Directed IRA, and what happens when you retire and sell off assets.
What You’ll Learn
Actionable insights you can apply to your self-directed IRA strategy.
Choosing the Right Self-Directed Account for Your Goals
Learn how to determine whether a Traditional IRA, Roth IRA, or Solo 401(k) best fits your investment strategy, tax preferences, and long-term retirement objectives.
How Investors Fund and Structure Bigger Deals
Discover creative ways investors use existing retirement funds, non-recourse financing, and partnerships to pursue larger investment opportunities, even without 100 percent cash upfront.
The Rules Every Self-Directed IRA Investor Must Know
Understand the critical DOs and DON’Ts of Self-Directed IRA investing, including prohibited transactions, common mistakes, and how to stay compliant while growing your retirement wealth.
Kyle Moody
Kyle Moody is part of the American IRA team, helping clients navigate the world of Self-Directed IRAs. With deep experience guiding investors through account setup, funding strategies, and compliance, Kyle works alongside clients to help them unlock the full potential of self-directed retirement investing across real estate, private lending, and alternative assets.
Join the conversation.
Seats are limited. Register now to reserve your spot and receive the recording after the live session.