Note sull'episodio
Most people assume their retirement account is limited to stocks, bonds and mutual funds. It may not be.
In the first episode of The Self-Directed Retirement, we introduce self-directed IRAs and explain how retirement funds can potentially be invested in real estate, private loans, private businesses, precious metals and other alternative assets.
We discuss:
• What a self-directed IRA actually is• How it differs from a conventional IRA• What alternative investments it may hold• The role of the account custodian• Why “self-directed” does not mean unrestricted• Prohibited transactions and other costly mistakes• Who may benefit from exploring this strategy
Our goal is to help you better understand your choices, ask better questions and take a more active role in the retirement money you worked so hard to build.
Follow The Self-Directed Retirement for practical conversations about alternative assets, retirement-account rules and investing beyond Wall Street.
This podcast is for educational purposes only and does not constitute individualized investment, tax, accounting or legal advice. Always consult qualified professionals before making financial decisions.