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Directed IRA Podcast

Self-Directed IRA Summer School

Jun 12, 2024
Explore the world of Self-Directed IRAs with a live Q&A session covering investing in alternative assets, self-correcting IRAs, Mega Backdoor Roth strategy, and more. Learn about setting up entities in different states, understanding UBIT regulations, and the importance of professional advice in complex legal and tax scenarios.
55:56

Podcast summary created with Snipd AI

Quick takeaways

  • Self-directed IRAs offer diverse investment options beyond traditional assets like stocks and bonds, including real estate and cryptocurrency.
  • Managing unexpected expenses in a self-directed IRA can involve third-party loans or emergency exemptions, showcasing creative financial solutions.

Deep dives

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Using a self-directed IRA, individuals can invest in various assets allowed by law beyond traditional options like stocks and bonds, such as rental properties, small businesses, startups, or cryptocurrency. This flexibility offers a broader range of investment opportunities for retirement savings.

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