EP 10 - Unraveling the Mystery of Self-Directed IRAs – An Introduction to SDIRAs

Self-Directed IRAs and Self-Directed Individual 401(k) Plans or Solo Ks are complex and confusing self-directed retirement account strategies. We demystify the Self-Directed IRA and Self-Directed Individual 401(k) Plan. Discussion includes a breakdown of what is a Self-Directed IRA, the type of Self-Directed IRAs, what you can invest in through a Self-Directed IRA or Solo-K such as Alternative Investments like real estate, promissory notes secured by real estate, deeds of trust, mortgages, tax lien certificates, limited partnerships, limited liability companies (LLCs), how to safely transfer your Self-Directed IRA to another IRA Custodian, how to set-up your Self-Directed 401(k) Plan, what are permissible investments vs. prohibited transactions, the valuation issues involved in a Self-Directed IRA, how IRA Custodians are different, how to buy real estate in a Self-Directed IRA or Self-Directed 401(k) Plan or Solo K Plan, and more.

Email your Self-Directed IRAs or Self-Directed 401(k) Plan questions to ASK@exeterco.com and we’ll address them in our next episode.

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Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
(619) 239-3091
wexeter@exeterco.com

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