EP 8: Unlocking Retirement Wealth From Self-Directed IRA - with Daniel Tercey

In Episode 8 of The IT Investor Podcast, hosts Pramod Gudishetty and Wally Taylor sit down with Daniel Tercey of Directed IRA, one of the nation’s leading experts in Self-Directed IRAs.Daniel reveals how tech professionals can take control of their retirement savings by investing beyond Wall Street—into real estate, private equity, startups, and more—while keeping the tax advantages of an IRA.You’ll learn the fundamentals of Self-Directed IRAs, the powerful strategies that investors are using to grow wealth in alternative assets, and the critical mistakes to avoid. Daniel also breaks down complex topics like UBIT and UDFI in plain English, shares real-life success stories, and explains exactly how to roll over funds from an old 401(k) or IRA to start investing today.They also dig into how to spot red flags, protect yourself from fraud, and choose between a Traditional SDIRA, Roth SDIRA, or Solo 401(k) for maximum impact.If you’ve ever wondered, “Can I use my retirement funds to invest in real estate?” or “How do I get started without triggering tax penalties?” — this episode is your step-by-step guide.👉 Connect with Pramod at kleemcapitalgroup.com👉 Connect with Wally at crowdfundcapitalgroup.comSubscribe, like, and share to discover how to invest with confidence, clarity, and control over your retirement wealth.