Open Forum Q&A on Self-Directed IRAs
Fri Jan 30 2026
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 investors
Visit our links Daniel discusses at the end of the webinar:
Linktree: https://linktr.ee/SelfDirectedIRA
Book a call: https://directedira.com/appointment/
Directed IRA Homepage: https://directedira.com/
Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA
Book a Call: https://directedira.com/appointment/
Other:
Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
More
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 investors Visit our links Daniel discusses at the end of the webinar: Linktree: https://linktr.ee/SelfDirectedIRA Book a call: https://directedira.com/appointment/ Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com