Self-Directed IRA - Investor Guide Masterclass

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.

IRA Financial's founder Adam Bergman breaks down the top five reasons why EVERY small business should have a solo 401(k).

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About IRA Financial:

IRA Financial was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial does not provide legal services. No attorney-client relationship exists between the Client and IRA Financial Group, its management, salespersons, or IRA Financial’s in-house legal counsel. IRA Financial provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financial advice. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.

IRA Financial is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a Committee of the American Bar Association & a Committee of Publishers and Associations.). The scope of Professional Services does not include the costs of any custodian related services.

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