Self-Directed Investing: Webinar Series

Click here to learn more about Self-Directed accounts with our FREE e-Guide!https://americanira.com/essential-guide-self-directed-iras-yt/Kyle Moody is the Business Development Manager at American IRA with over 8 years of experience helping investors understand self-directed retirement accounts. His presentation covers how self-directed IRAs and 401(k)s allow people to invest in alternative assets like real estate, private lending, precious metals, and tax liens while enjoying tax-advantaged growth. Kyle explains important rules around prohibited transactions and walks through practical examples of buying rental properties and making loans through retirement accounts. Attendees will leave with a clear understanding of how to get started and the resources available to maximize their retirement potential through alternative investments.📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult

Click here to learn more about Self-Directed accounts with our FREE e-Guide!https://americanira.com/essential-guide-self-directed-iras-yt/In this webinar, Stacy Rossetti breaks down the basics of self-storage investing using her simple “Find, Fund, Run” framework. You’ll learn how to find overlooked storage facilities, finance your deal using accessible strategies, and operate the property to create passive income.She also explains how self-storage can fit into a self-directed IRA, offering the potential for steady cash flow and long-term, tax-advantaged growth. If you're looking to diversify your retirement investments beyond stocks and mutual funds, this is a great place to start.t📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult

Click here to learn more about Self-Directed accounts with our FREE e-Guide!https://americanira.com/essential-guide-self-directed-iras-yt/Keith Blackborg is a CPA and wealth strategist who helps business owners reach "work optional" in 3–5 years, build virtual family offices, and leads a community of self-directed millionaires through his firm Financial Journey. In this presentation he explains Unrelated Business Income Tax (UBIT) and Unrelated Debt‑Financed Income (UDFI) and how otherwise tax-exempt passive investments can become taxable when tied to unrelated business activity, personal property rentals, or debt‑financed property. Keith covers the 401(k) UDFI exemption under IRC §514(c)(9), six common rule violations that trigger UDFI, the debt‑ratio calculation, and reporting obligations such as Form 990‑T and Schedule K‑1. He also outlines practical mitigation strategies — using 401(k) protections, structuring through C corporations or ROBS, favoring Roth accounts for high‑growth UBIT‑exposed investments, and using lending or corporate structures — to help retirement account holders and advisors reduce UBIT risk and stay compliant.

Click here to learn more about Self-Directed accounts with our FREE e-Guide!https://americanira.com/essential-guide-self-directed-iras-yt/Most American taxpayers have access to four powerful strategies that, when used properly, allow money to grow and be used without ever being taxed again during their lifetime. In this webinar, Eric D. Brotman breaks down how these strategies work, who they are best suited for, and the costly mistakes that keep people from using them effectively. Drawing on more than 30 years in financial planning and experience overseeing nearly $900 million in assets under management, Eric brings real world insight you can apply immediately. Attendees will also receive a free ebook at www.lowtaxbook.com to continue learning how to keep more of what you earn.

Click here to learn more about Self-Directed accounts with our FREE e-Guide!https://americanira.com/essential-guide-self-directed-iras-yt/Nathan J. Larsen is Chief Investment Officer of Mid Atlantic Secured Income Fund and founder of Credo Capital Management, with 20 years of experience managing debt portfolios and over $500 million in assets under management. In this webinar he presents Mid Atlantic’s private‑debt strategy of short‑term, first‑position, real estate‑secured loans designed to deliver stable, inflation‑resistant income while filling gaps left by post‑Dodd‑Frank bank lending. He explains note‑lending fundamentals and the fund’s risk‑management framework, including conservative underwriting, low loan‑to‑value ratios, and the 4 C’s of lending: Credit, Collateral, Character, and Capacity. Attendees will learn how pooled investments aim to reduce single‑property risk and provide IRA‑friendly monthly distributions, flexible minimums, and nominal liquidity of about 90 days.

Greg Lafferty is a Managing Partner at Branch Wealth Partners with 28 years of real estate investing experience across single-family, multi-family, and commercial properties. His presentation on build-to-rent strategies explains how limited housing supply and strong rental demand create opportunities for new construction rentals. Attendees will learn practical steps for finding lots, checking property details, understanding financing options, and reviewing the numbers behind construction projects. Greg combines his background as an aerospace engineer who worked with NASA with decades of hands-on property experience to deliver clear, actionable guidance for investors.📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

Part One primarily explains how to do a subject-to deal, walking through mechanics like deal structure, due diligence, insurance setup, lender communication basics, and the closing process. Part Two shifts from execution to risk, trust, and long-term responsibility, introducing deeper discussion around why trust is central to subject-to transactions, how sellers, partners, and lenders evaluate that trust, and why these deals demand credibility beyond paperwork. It also adds post-closing reality, detailing ongoing obligations such as repeated lender and insurance communication, escrow management, seller interaction, and unexpected issues, while clearly positioning subject-to as an advanced investing strategy requiring higher risk tolerance, greater cost, more time, and a fully engaged professional team from the outset.📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

Keith Blackborg is a CPA and wealth strategist who helps business owners become "work optional" in three to five years and builds virtual family offices for self-directed millionaires. In this presentation he lays out retirement plan strategies to invest alongside family using discounted rollovers and practical entity structures. He explains account and entity combinations for family members and the types of investments these structures can hold, including rentals, hard-money loans, stocks, bonds, and K-1 income. He also covers tax-focused tactics for managing UBIT and related filing issues, including using a C-corporation UBIT blocker and LLC holding structures to manage ownership and distribution tax impacts.Chapter Markers03:03 Self-Directed IRAs & Solo 401(k) Overview08:12 Traditional vs Roth and Discounted Rollovers Explained18:42 Using IRAs and Roth Accounts for Family Members19:53 Roth Rollovers and Contribution Strategy24:05 Mega Roth 401(k) Strategy📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

📲🚀 Schedule a free consultation with our team today!https://americanira.com/consultIn this session, Rob and Clay Stanley of Shining Rock Equity walk through a practical framework for evaluating private real estate investments with clarity and discipline. Viewers will learn how to assess risk, pressure test assumptions, and avoid the common mistakes that lead to disappointing outcomes in passive real estate deals. Rob brings nearly 30 years of real estate experience, including sourcing and structuring multifamily equity, to help investors make more confident, better informed decisions in the private markets.Chapter Markers3:02 – Why Multifamily Fits Inside a Self-Directed IRASets the stage for multifamily as an asset class and why it belongs in SDIRAs.4:45 – How Self-Directed IRAs Can Invest in Multifamily Real EstateBreakdown of using an SDIRA for real estate and how it differs from traditional investing.5:15 – Tax Advantages of Holding Multifamily in an IRADiscussion around tax treatment, tax deferral, and why structure matters.7:58 – What a “Good Deal” Looks Like in Multifamily InvestingKey characteristics investors should evaluate before moving forward.8:29 – Due Diligence: What Investors Must Review Before InvestingCovers underwriting, sponsor review, and avoiding blind trust in deals.13:03 – Understanding Risk in Multifamily InvestmentsRealistic look at market risk, leverage, and operational challenges.17:40 – Active vs Passive Multifamily Investing Inside an IRAExplains hands-on ownership vs syndications and who each approach fits best.22:48 – Expected Returns and Long-Term PerformanceDiscussion on realistic return expectations and time horizons.26:10 – Common Multifamily Structures and Syndications ExplainedClarifies how deals are structured and what IRA investors should watch for.30:15 – Biggest Mistakes Investors Make in Multifamily DealsHard-earned lessons and what to avoid when investing with retirement funds.📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult“Subject To” investing can be a powerful strategy, but it requires a clear understanding of legal, insurance, and risk considerations to be used responsibly. In this webinar, Brian Elam, a North Carolina real estate attorney with over two decades of experience, and John Hamrick Jr., an insurance professional and longtime investor, break down how Subject To transactions actually work. Drawing from their combined legal, insurance, and real world investing backgrounds, the discussion focuses on where investors get tripped up, what must be handled correctly, and how to think through this strategy before pursuing it. This conversation is designed to help investors evaluate whether Subject To investing fits their goals while avoiding costly misunderstandings and unintended exposure.📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

Schedule a free consultation with our team today!https://americanira.com/consultInsurance plays a critical role in protecting rental and investment properties, yet many investors lack clarity around how coverage and underwriting decisions are made. In this webinar, John Hamrick Jr., an insurance agent for over three decades and a longtime real estate investor, walks through insuring investment properties and the underwriting process behind them. Drawing on his experience as president of the Triad REIA in North Carolina, John brings practical insight shaped by years of working directly with investors and presenting to audiences at every stage. This conversation is designed to help investors better prepare for underwriting challenges, reduce surprises, and protect long term portfolio goals with greater confidence.📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

Schedule a free consultation with our team today!https://americanira.com/consultJohn Ford is the founder and CEO of Bel Air Lending and a seasoned real estate entrepreneur who has facilitated over 550 loans totaling more than $120 million since 2018, and who has rehabilitated 50+ homes and built 60+ residences. In "Bel Air Lending — How I Did: Raising $44 Million in 8 Years," he outlines a repeatable fundraising system centered on a concise "Credibility Kit" of track record documents and investor materials. He will walk through step-by-step outreach tactics and practical checklists, including how to build a prospect list, contact top targets, mail the packet, solicit feedback, and use referrals, plus sample materials and scripts. John also explains how Bel Air protects investor capital through an attorney-managed trust and layered net worth between borrowers and lenders, and supports his approach with the company’s performance record of over $126 million in loans originated, a reported minimum 10% annualized return for eight consecutive years, and no principal or interest losses passed to investors.00:02:45 – Why Investors Choose Private Lending in SDIRAsConnect lending strategy to retirement investing goalsCHAPTER MARKERS00:04:00 – What This Session Will Cover About Private Lending00:05:00 – How the Lending Business Model Works00:08:00 – The Two Keys: Experience and Capital00:09:45 – Building Credibility With a “Brag Book”00:11:59 – Improving Marketing and Investor Communication00:14:00 – Creating the Entity and Becoming a Lender00:15:28 – How Funds Move Through a Trust Attorney00:23:07 – Track Record and Protecting Investor Principal📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

Are you accidentally jeopardizing your retirement account?In this essential webinar, we host Brian Elam, founder of Innovative Closing Solutions and a licensed North Carolina Real Estate Attorney since 1999. Brian is here to navigate the often-confusing legal procedures and pitfalls of Self-Directed IRAs (SDIRA).With experience spanning over 10,000 real estate closings, Brian will explain how SDIRA transactions should be properly structured and executed. He will cover the general SDIRA process, highlight irreversible legal pitfalls such as prohibited transactions, and clarify who is legally authorized to sign investment and closing documents so you can avoid mistakes that could jeopardize your retirement account.In this session, Brian Elam covers the three biggest legal questions:The Procedures: General SDIRA legal processes you need to anticipate.The "Third Rails": Specific, irreversible legal pitfalls (prohibited transactions) to avoid at all costs.The Execution: Who is legally required to sign the necessary documents?Brian is an entrepreneur at heart, having started his first business mowing lawns—and believes everyone should succeed in America. Get the experienced, professional legal advice you need to run your SDIRA accurately.Chapter Markers7:52 Custodian vs you: responsibilities and control limits11:35 Prohibited parties and prohibited transactions overview15:35 Executing purchase contracts and proper IRA titling20:23 Avoid personal benefit and mixing personal funds24:56 Co-owning deals: split income and repairs correctly25:38 Checkbook IRA/LLC structures: benefits and risks32:39 Liability insurance for IRA-owned rentals and land34:35 DIY work/landscaping can trigger prohibited transaction40:11 Property manager emergencies, expenses, and cash reserves📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

📲🚀 Schedule a free consultation with our team today!https://americanira.com/consultUnlock the Great Wealth TransferDiscover how trillions in generational wealth are shifting hands and how advisors can stay at the center of that conversation. Carter breaks down proven ways to keep client families engaged across generations using a compliant, tech-powered estate planning system that advisors can easily integrate.Turn Estate Planning into GrowthLearn how advisors are using ePIC’s turnkey estate planning platform to host high-converting workshops, generate more first appointments, and retain more assets under management. Carter shares real-world results and explains how adding attorney-supported estate solutions can become a major growth engine for your practice.Simplify Compliance, Scale SuccessGet an inside look at how ePIC’s ecosystem is complete with attorney partnerships, marketing tools, and onboarding support that helps advisors streamline operations without losing compliance. Carter reveals how this scalable model allows advisors to focus on relationships while the system handles the complexity.📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

Keith Blackborg is a CPA and wealth strategist who has helped hundreds of business owners reach "work optional" in 3-5 years, build virtual family offices, and guides a community of self-directed millionaires. His presentation, "Retirement Plan Strategies — How to Maximize & Optimize Contributions," explains Solo 401(k) eligibility for owners and spouses with no employees and defines three contribution "cups": employee deferrals, employer contributions, and after-tax contributions. Keith covers practical tactics including the Mega‑Roth technique (same-day after-tax 401(k) rollovers to a Roth), 2025 contribution limits with numeric examples to optimize contributions, and payroll timing tips to help hit year-end targets. He also works with a community-based due diligence council to identify investments and service providers that support discounted rollover strategies, and this session is educational only, not individualized tax, legal, or investment advice.Chapter Markers01:44 - Host Welcome & Series ContextKyle introduces IRA Café, American IRA resources (website, social, YouTube), and frames this as part 2 of a 4‑part series with Keith, plus mentions future sessions (incl. Feb 11).04:51 - Keith’s Background & Focus of Session Keith introduces himself, his self‑directed millionaire community, and outlines today’s focus: optimizing and maximizing solo 401(k) contributions, including tax strategy.06:00 What Is a Solo 401(k)? Eligibility & AdvantagesExplanation that a solo 401(k) is for a business owner (and possibly spouse) with no employees, examples of qualifying businesses, ability to roll IRAs into solo 401(k), and why 401(k)s are often superior to IRAs (more forgiving rules, lower penalties).09:30 -Three Contribution Types Explained (Traditional, Roth, After‑Tax) Breakdown of:Traditional pre‑tax contributionsRoth post‑tax contributionsAfter‑tax (mega backdoor Roth feeder) contributions and how they’re converted to Roth.11:30 - 2025–2026 Solo 401(k) Limits & Age 50+ Catch‑UpDiscussion of total solo 401(k) limits ($70k for 2025; $72k for 2026; $80k for age 50+) and how the employee, employer, and after‑tax “buckets” interact.14:50 - Optimization Examples for Under & Over Age 50Detailed numeric examples showing:How to fully offset wages with contributions (e.g., ~$32,667 / $43,333 wages)How to max out to $72k / $80k using employee, employer, and after‑tax contributionsDifferences for under vs. over age 50.23:46 - Keith’s Personal Payroll & Tax StrategyKeith explains his own practice:Large Q1 paycheck to get money into the 401(k) early for growthYear‑end paycheck to cover tax liability via W‑2 withholding, avoid underpayment penalties, and keep funds invested longer; closing contact info and resources.📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

It's almost 2026 and if you are trying to get a new self-directed retirement account open and funded for those deals cooking in 2026... you won't want to miss these important factors and timelines. 1. ROR (Right of Rescission) - There is a 7 day waiting period once new accounts are opened before those funds can be invested into properties or other alternative assets. This is a period when any funds and fees transferred to or charged on behalf of the account can be fully refunded back to you. That also means that the investing of capital has to be held until that ROR period is over. If you have a deal you are looking to close on, make sure you keep in mind that all new accounts will have this 7 day holding window. 2. Transferring of funds - American IRA has very little control or say in how long outbound custodians take to transfer funds from your existing account into your new Self-Directed account. Rollovers can be quicker than full cash-out transfers but make sure you plan on at least 7-14 days to get your account funded. Transfers and rollovers can still take place during the first 7 day ROR period. 3. If you are thinking about opening up a new account, an added benefit at American IRA is that we provide you with a dedicated transaction coordinator to help you through all the paperwork and timelines. Not just on opening your account but on all future deals. This service is provided to our customers at no additional cost to you. No call centers, no automated answer systems. Real people there when you need it. 4. LLC formations can be fantastic tools in your retirement portfolio for even more flexibility but setting them up and funding them in the right order is critical for keeping your retirement account compliant. You can not transfer a pre-existing LLC into your IRA so make sure you speak with a specialist before formation. At American IRA we have a partner company, TurnKey IRA, that can take care of the entire formation process for you and register in any state of your choosing. If you get stuck or have any other questions, feel free to drop us a comment or follow the link below to speak to Kyle and the rest of our IRA team. 📲🚀 Schedule a free consultation with our team today!https://sholink.to/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://americanira.ac-page.com/yt-land-lowest-fees🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

Just because you CAN have a brokerage account inside your self-direct IRA, doesn't mean you should, unless you know why and how to leverage both. Learn the basics, features, and investment variety of brokerage accounts for building wealth inside of your retirement account. Discover essential investor rules, tax considerations, and how these accounts strategically complement your IRAs for diversification and liquidity. Plus, get an exclusive preview of new tools and resources coming soon for American IRA clients.

You've probably heard "what are the three rules to buying real estate?" Location, location, location. What is better than buying rental properties in an overlooked urban downtown RIGHT before their big glow-up? Gregg Cohen has actually studied the Great American City expansion over the last 20 years and has pinpointed the number to watch where a downtown goes from "meh" to printing money. Gregg is the Co‑Founder of JWB Real Estate Companies, which manages over $1.3 billion in assets and 5,600 single‑family rental properties, making passive real estate investing accessible to everyday investors. In this talk he breaks down the five profit centers of rental property investing—net rental income, tax savings, principal paydown, home price appreciation, and inflation hedging—and shows how a single property can build long‑term wealth. Using a Jacksonville case study and a 10‑year buy‑hold cash‑out refinance example, he demonstrates how cash‑flowing rentals near an emerging downtown can produce tax‑free cash and substantial equity. He argues Jacksonville’s downtown revitalization mirrors early growth in cities like Austin and Nashville and explains why now is a timely window to position for appreciation and generational wealth.📲🚀 Schedule a free consultation with our team today!https://sholink.to/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://americanira.ac-page.com/yt-land-lowest-fees🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

This is the true 101 course on how Bitcoin is sourced and protected across millions of computers and billions of lines of code. Beau Turner is the founder and CEO of Abundant Mines, a former real estate investor turned tech entrepreneur who builds renewable-energy bitcoin mining data centers and provides white-glove, hands-off infrastructure for investors. In his presentation he outlines a turnkey strategy for high-net-worth individuals and family offices to convert tax liabilities into an owned Bitcoin position by investing in productive mining infrastructure rather than buying BTC outright. He explains how tax tools like 100% first-year bonus depreciation, possible Section 179 expensing, and operating expense write-offs, combined with renewable energy hosting and operator-managed facilities, create immediate tax savings and lower the effective cost to acquire bitcoin. Beau presents modeled outcomes — a typical 30–50% effective BTC acquisition discount and potential 5–10x multi-year returns shown in the deck — and stresses urgency to act before bonus depreciation phases down after 2025 for investors with roughly $100K+ deployable capital.📲🚀 Schedule a free consultation with our team today!https://sholink.to/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://americanira.ac-page.com/yt-land-lowest-fees🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

Linda Grizely shares how to ditch guilt-based budgeting and start living a life you actually love with her MeMoney™ Method. Learn how to align your spending with your values, discover your unique money personality, and create simple, judgment-free habits that stick. This talk will help you stop putting yourself last and start making money work for you.📲🚀 Schedule a free consultation with our team today!https://sholink.to/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://americanira.ac-page.com/yt-land-lowest-fees🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

Clay Hepler leads a fully remote team that sources, develops, and repositions rural recreational land across the U.S. His presentation traces his origin story and lays out a repeatable system for growing a multi‑million land business from small beginnings. He teaches practical tactics—how to find profitable land remotely, run a single‑channel direct mail lead engine supported by texting and calling, evaluate comps and site hazards, and build an acquisitions workflow that can scale to six‑figure revenue while requiring about seven hours per week. Attendees will leave with an actionable playbook, real direct‑mail economics, and startup budget guidance ($4k–$6k/month) to start generating steady deal flow and predictable profits.📲🚀 Schedule a free consultation with our team today!https://sholink.to/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://americanira.ac-page.com/yt-land-lowest-fees🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

Are you self-employed or running a small business and wondering how to grow your retirement savings faster? In this video, we explain the Solo 401k — the ultimate self-directed retirement account that gives you more control than traditional IRAs or Roth IRAs, and lets you invest in real estate, startups, or alternative assets. You’ll learn who qualifies, how to set it up, and why it’s one of the most powerful tools for building wealth and achieving financial freedom. Whether you’re a beginner, a young investor, or just exploring alternative investment options, this guide will help you take your retirement planning to the next level.0:05:35 - Explaining Earned Tax Wages for Solo 401(k)0:10:00 - Contribution Limits Breakdown0:11:30 - Employee vs. Employer Contribution Buckets0:13:00 - Roth Provision Advantages0:15:07 - Loan Provisions Unique to Solo 401(k)0:17:30 - Qualifying with a Nine-to-Five Job0:20:00 - Investment Flexibility Across Account Types0:22:00 - Non-Recourse Loan Differences Between IRA and Solo 401(k)0:24:58 - UDFI Taxation Exemption for Solo 401(k)0:26:00 - Account Consolidation Possibilities0:28:30 - Example Scenario with Sarah's Consulting Business0:31:00 - American IRA's Solo 401(k) Service Options0:32:00 - Plan Only Option for Experienced Investors📲🚀 Schedule a free consultation with our team today!https://sholink.to/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://americanira.ac-page.com/yt-land-lowest-fees🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

Sign up for next weeks webinar -The Investors Guide to the Solo401(k) - to receive the full video, Q&A and the entire presentation for free!REGISTER HERE - https://americanira.ac-page.com/1015-webinarKeith Blackborg is a CPA and wealth strategist who helps business owners reach "work optional" in 3–5 years and build virtual family offices. In his presentation, Retirement Plan Strategies: Core Concepts & Advanced Strategies, he explains core retirement account choices and practical rules of thumb for when to use Traditional versus Roth accounts, and compares key 401(k) and IRA features. He also covers advanced tactics such as Mega Roth conversions, discounted rollovers, timing of payroll and contributions, and self-directed investments like real estate and private businesses, plus account and entity structures to manage tax risks. Attendees will gain clear, actionable strategies to choose the right accounts, reduce taxes, and accelerate tax-advantaged wealth accumulation.📲🚀 Schedule a free consultation with our team today!https://sholink.to/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://americanira.ac-page.com/yt-land-lowest-fees🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

Kyle Moody is the Business Development Manager at American IRA, where he specializes in helping investors maximize their retirement potential through self-directed IRAs. In his presentation, Kyle will break down the basics of Roth IRAs, including their key benefits, eligibility requirements, and the 2025 contribution limits. He will also cover advanced strategies like the Backdoor Roth IRA and explain how American IRA’s client-focused services and competitive flat fees can support investors. Attendees will gain practical knowledge to make informed decisions about tax-advantaged retirement investing and learn how to leverage expert support for their financial goals.📲🚀 Schedule a free consultation with our team today!https://sholink.to/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://americanira.ac-page.com/yt-land-lowest-fees🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!Discover how Kyah Ebert, a 22-year-old entrepreneur, builds a multi-million dollar short-term rental business in Asheville, NC. With 50+ properties generating massive cash flow, Kyah reveals how he:✅ Buys and renovates homes to maximize profits✅ Turns properties into unique, high-quality vacation experiences✅ Consistently earns $100K+ per property per year✅ Scales his company, Key Collection, toward 500 unitsIn this video, Kyah breaks down the benefits of vacation rental investing—from cash flow and tax advantages to long-term property appreciation. He also explains how investors can partner with him using self-directed IRAs, with management fees around 20% and projected returns between 20–30%.Whether you’re new to real estate or looking to scale, this video shows why short-term rentals are one of today’s most powerful wealth-building strategies.

📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!Join Kyle Moody as he sits down with BFG Financial CEO Eric Brotman live at FinCon to talk about smart investment strategies and long-term financial planning. In this interview, Eric shares expert insights on diversification, tax efficiency, and building wealth with confidence. Learn how to avoid emotional mistakes in the stock market and create a portfolio designed for growth and stability. Perfect for investors, finance creators, and anyone looking to improve their money management skills.

📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!Kyle Moody and Charlie Wessel from Cordell Capital shares how investors can use self-directed IRAs to build passive income. He explains their conservative approach, focusing on safe, high-performing private equity deals. Charlie talks about their latest project, the Land Title Building in Birmingham, with strong returns and low risk. Learn how Cordell Capital helps investors grow wealth through real estate, medical offices, and more—while keeping transparency and trust at the center.

📈💰Book your free consultation, today!Discover how to use a self-directed IRA to unlock powerful opportunities in private equity investing and real estate private credit funds. In this episode of the IRA Café Webinar Series, hosted by American IRA, Rob and Clay Stanley from Shining Rock Equity explain how alternative investments can diversify your retirement portfolio beyond traditional stocks and bonds. Learn how private equity works with self-directed IRAs, what real estate private credit funds are, and why they’re filling the gap left by banks in today’s market.We also break down the capital stack, explore the risk and return profiles at different investment levels, and highlight the tax advantages, passive income, and diversification benefits of private credit funds for retirement accounts. Plus, get an inside look at Shining Rock Equity’s private credit fund structure, safeguards that protect investors, and why consistent returns and capital preservation matter for long-term retirement planning. If you’re interested in growing your retirement wealth with alternative investments, this webinar is packed with practical insights and strategies.

Ready to take your retirement investing to the next level? In this powerful session, Ryan Hughes from NonRecourseLoan.com breaks down everything you need to know about non-recourse loans for self-directed IRAs. Discover how you can safely leverage real estate investments inside your retirement account while staying fully compliant with IRS rules. From understanding what makes non-recourse loans unique to navigating the application process, you’ll learn the insider details that most investors miss.You’ll also get the critical facts on down payments, loan ranges, property qualifications, and the all-important UDFI tax that could impact your profits. Whether you’re considering your first investment property through an IRA or looking to sharpen your strategy, this webinar equips you with the knowledge to invest smarter and with confidence. Don’t miss your chance to unlock the potential of your IRA with real estate leverage!