Open Forum Q&A on Self-Directed IRAs episode artwork

EPISODE · Jan 30, 2026 · 35 MIN

Open Forum Q&A on Self-Directed IRAs

from Directed IRA Podcast · host Mat Sorensen and Mark Kohler

Have questions about self-directed IRAs or alternative investing?In this live, open forum webinar, we answer some of the most common questions people have when starting their self-directing journey, with clear, practical answers. Our Senior Account Executive and Relationship Manager, Daniel Tercey, will cover topics such as:• Common self-directed IRA questions from investors• Investing in real estate, private funds, startups, precious metals, crypto, and other alternative assets• IRA rules, prohibited transactions, and compliance pitfalls to avoid• UBIT, UDFI, and when tax filings may apply• Custodial processes, account administration, and best practices• Recent trends and questions we’re seeing from investorsVisit our links Daniel discusses at the end of the webinar:Linktree: https://linktr.ee/SelfDirectedIRABook a call: https://directedira.com/appointment/For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Episode metadata supplied by the publisher feed · Published Jan 30, 2026

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Have questions about self-directed IRAs or alternative investing? In this live, open forum webinar, we answer some of the most common questions people have when starting their self-directing journey, with clear, practical answers. Our Senior Account Executive and Relationship Manager, Daniel Tercey, will cover topics such as: • Common self-directed IRA questions from investors • Investing in real estate, private funds, startups, precious metals, crypto, and other alternative assets • I...

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Open Forum Q&A on Self-Directed IRAs

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