Retirement accounts hold trillions in untapped capital — and most investors have no idea that money can be put to work in real estate, right now, tax-free.
In this live webinar, Daniel Tercey, Self-Directed IRA Educator with Directed IRA, breaks down how to use self-directed IRAs, old 401(k)s, HSAs, and other tax-advantaged accounts to fund real estate deals — whether buy-and-hold, fix-and-flip, or private lending.
Directed IRA was founded by tax attorneys Mat Sorensen and Mark J. Kohler, two of the leading authorities in the self-directed IRA industry. Daniel has trained directly under their guidance and has helped thousands of investors take control of their retirement plans through education and hands-on coaching.
In this session, you’ll learn:
- What a self-directed IRA is and how it differs from a traditional retirement account
- Which account types qualify — IRAs, old 401(k)s, HSAs, and more
- How to use your own retirement funds — or a partner’s — to finance deals
- The rules around tax-free and tax-deferred investing in real estate
- How private lending inside a retirement account works
Whether retirement investing is brand new to you or you’ve been curious for years, this session will give you a clear, practical picture of how to put idle retirement dollars to work growing your real estate portfolio.
