Self-Directed Investing: Webinar Series

Click here to learn more about Self-Directed accounts with our FREE e-Guide!https://americanira.com/essential-guide-self-directed-iras-yt/Jens Nielsen is a full-time real estate investor and Certified High Performance Coach with direct ownership in over 2,500 apartment units and more than 100,000 square feet of industrial properties valued at over $250 million. His presentation explores how investors can pivot across asset classes—from traditional multifamily to light industrial and niche commercial—to find value in today's higher-rate, tighter-margin environment. Jens shares a practical framework for evaluating new opportunities, including a real-world example where a warehouse investment delivered approximately 40% returns in 18 months. Attendees will learn how to stay flexible, protect capital, and continue investing with confidence as market conditions evolve.📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult

Click here to learn more about Self-Directed accounts with our FREE e-Guide!https://americanira.com/essential-guide-self-directed-iras-yt/In this conversation, Susie breaks down today’s real estate lending landscape and shows investors how to choose the right funding strategy for their goals. She explains traditional financing, private lending, and hard money in simple terms, while walking through how asset based lending really works and what lenders actually look for. As Director of Sales at Rehab Wallet, Susie shares how their flexible loan products, fast closings, and streamlined process help investors move quickly without the typical red tape. If you want to fund deals with confidence and stay competitive in a fast moving market, this episode delivers practical insights you can use right away.📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult

Click here to learn more about Self-Directed accounts with our FREE e-Guide!https://americanira.com/essential-guide-self-directed-iras-yt/Haley Gant is a mortgage loan officer, real estate investor, and former Certified IRA Services Professional who has spent years educating investors on self-directed IRAs. In this session, she shares actionable insights on getting started with small accounts, avoiding common pitfalls, and leveraging Roth IRAs for private lending.She also dives into her personal journey from growing up in real estate to building her own lending business, offering real-world lessons on creating a career and investment strategy that align with your values and long-term goals.📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult

Click here to learn more about Self-Directed accounts with our FREE e-Guide!https://americanira.com/essential-guide-self-directed-iras-yt/Kyle Moody is the Business Development Manager at American IRA with over 8 years of experience helping investors understand self-directed retirement accounts. His presentation covers how self-directed IRAs and 401(k)s allow people to invest in alternative assets like real estate, private lending, precious metals, and tax liens while enjoying tax-advantaged growth. Kyle explains important rules around prohibited transactions and walks through practical examples of buying rental properties and making loans through retirement accounts. Attendees will leave with a clear understanding of how to get started and the resources available to maximize their retirement potential through alternative investments.📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult

Click here to learn more about Self-Directed accounts with our FREE e-Guide!https://americanira.com/essential-guide-self-directed-iras-yt/In this webinar, Stacy Rossetti breaks down the basics of self-storage investing using her simple “Find, Fund, Run” framework. You’ll learn how to find overlooked storage facilities, finance your deal using accessible strategies, and operate the property to create passive income.She also explains how self-storage can fit into a self-directed IRA, offering the potential for steady cash flow and long-term, tax-advantaged growth. If you're looking to diversify your retirement investments beyond stocks and mutual funds, this is a great place to start.t📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult

Click here to learn more about Self-Directed accounts with our FREE e-Guide!https://americanira.com/essential-guide-self-directed-iras-yt/Keith Blackborg is a CPA and wealth strategist who helps business owners reach "work optional" in 3–5 years, build virtual family offices, and leads a community of self-directed millionaires through his firm Financial Journey. In this presentation he explains Unrelated Business Income Tax (UBIT) and Unrelated Debt‑Financed Income (UDFI) and how otherwise tax-exempt passive investments can become taxable when tied to unrelated business activity, personal property rentals, or debt‑financed property. Keith covers the 401(k) UDFI exemption under IRC §514(c)(9), six common rule violations that trigger UDFI, the debt‑ratio calculation, and reporting obligations such as Form 990‑T and Schedule K‑1. He also outlines practical mitigation strategies — using 401(k) protections, structuring through C corporations or ROBS, favoring Roth accounts for high‑growth UBIT‑exposed investments, and using lending or corporate structures — to help retirement account holders and advisors reduce UBIT risk and stay compliant.

Click here to learn more about Self-Directed accounts with our FREE e-Guide!https://americanira.com/essential-guide-self-directed-iras-yt/Most American taxpayers have access to four powerful strategies that, when used properly, allow money to grow and be used without ever being taxed again during their lifetime. In this webinar, Eric D. Brotman breaks down how these strategies work, who they are best suited for, and the costly mistakes that keep people from using them effectively. Drawing on more than 30 years in financial planning and experience overseeing nearly $900 million in assets under management, Eric brings real world insight you can apply immediately. Attendees will also receive a free ebook at www.lowtaxbook.com to continue learning how to keep more of what you earn.

Click here to learn more about Self-Directed accounts with our FREE e-Guide!https://americanira.com/essential-guide-self-directed-iras-yt/

Nathan J. Larsen is Chief Investment Officer of Mid Atlantic Secured Income Fund and founder of Credo Capital Management, with 20 years of experience managing debt portfolios and over $500 million in assets under management. In this webinar he presents Mid Atlantic’s private‑debt strategy of short‑term, first‑position, real estate‑secured loans designed to deliver stable, inflation‑resistant income while filling gaps left by post‑Dodd‑Frank bank lending. He explains note‑lending fundamentals and the fund’s risk‑management framework, including conservative underwriting, low loan‑to‑value ratios, and the 4 C’s of lending: Credit, Collateral, Character, and Capacity. Attendees will learn how pooled investments aim to reduce single‑property risk and provide IRA‑friendly monthly distributions, flexible minimums, and nominal liquidity of about 90 days.

Greg Lafferty is a Managing Partner at Branch Wealth Partners with 28 years of real estate investing experience across single-family, multi-family, and commercial properties. His presentation on build-to-rent strategies explains how limited housing supply and strong rental demand create opportunities for new construction rentals. Attendees will learn practical steps for finding lots, checking property details, understanding financing options, and reviewing the numbers behind construction projects. Greg combines his background as an aerospace engineer who worked with NASA with decades of hands-on property experience to deliver clear, actionable guidance for investors.

📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult

📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

Part One primarily explains how to do a subject-to deal, walking through mechanics like deal structure, due diligence, insurance setup, lender communication basics, and the closing process. Part Two shifts from execution to risk, trust, and long-term responsibility, introducing deeper discussion around why trust is central to subject-to transactions, how sellers, partners, and lenders evaluate that trust, and why these deals demand credibility beyond paperwork. It also adds post-closing reality, detailing ongoing obligations such as repeated lender and insurance communication, escrow management, seller interaction, and unexpected issues, while clearly positioning subject-to as an advanced investing strategy requiring higher risk tolerance, greater cost, more time, and a fully engaged professional team from the outset.

📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult

📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3