Sign up to save your podcasts
Or
Share From Setup to Payoff, The Timeline of a Self-Directed IRA
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
From Setup to Payoff, The Timeline of a Self-Directed IRA
Ever wondered how long it actually takes to fund an investment inside your Self-Directed IRA? In this episode of The Preferred Way, we sit down with Alysia Ball from the investment department to break down the step-by-step timeline of using an SDIRA—from transferring funds, gathering documents, compliance reviews, to ultimately funding your investment.
Whether you’re investing in trust deeds, promissory notes, real estate, precious metals, or digital assets, this episode will help you understand exactly what to expect.
✅ Open an account today with Preferred Trust Company
#SelfDirectedIRA #AlternativeInvesting #RetirementPlanning #RealEstateInvesting #FinancialFreedom #InvestSmart #PassiveIncome #IgniteFunding #PreferredTrustCompany #wealthbuilding
*Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.
View all episodes
By Preferred Trust CompanyEver wondered how long it actually takes to fund an investment inside your Self-Directed IRA? In this episode of The Preferred Way, we sit down with Alysia Ball from the investment department to break down the step-by-step timeline of using an SDIRA—from transferring funds, gathering documents, compliance reviews, to ultimately funding your investment.
Whether you’re investing in trust deeds, promissory notes, real estate, precious metals, or digital assets, this episode will help you understand exactly what to expect.
✅ Open an account today with Preferred Trust Company
#SelfDirectedIRA #AlternativeInvesting #RetirementPlanning #RealEstateInvesting #FinancialFreedom #InvestSmart #PassiveIncome #IgniteFunding #PreferredTrustCompany #wealthbuilding
*Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.