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.

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📈💰 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.

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📈💰 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

Keith Blackborg is a CPA and wealth strategist who helps business owners become "work optional" in three to five years and builds virtual family offices for self-directed millionaires. In this presentation he lays out retirement plan strategies to invest alongside family using discounted rollovers and practical entity structures. He explains account and entity combinations for family members and the types of investments these structures can hold, including rentals, hard-money loans, stocks, bonds, and K-1 income. He also covers tax-focused tactics for managing UBIT and related filing issues, including using a C-corporation UBIT blocker and LLC holding structures to manage ownership and distribution tax impacts.Chapter Markers03:03 Self-Directed IRAs & Solo 401(k) Overview08:12 Traditional vs Roth and Discounted Rollovers Explained18:42 Using IRAs and Roth Accounts for Family Members19:53 Roth Rollovers and Contribution Strategy24:05 Mega Roth 401(k) Strategy

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📈💰 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

📲🚀 Schedule a free consultation with our team today!https://americanira.com/consultIn this session, Rob and Clay Stanley of Shining Rock Equity walk through a practical framework for evaluating private real estate investments with clarity and discipline. Viewers will learn how to assess risk, pressure test assumptions, and avoid the common mistakes that lead to disappointing outcomes in passive real estate deals. Rob brings nearly 30 years of real estate experience, including sourcing and structuring multifamily equity, to help investors make more confident, better informed decisions in the private markets.Chapter Markers3:02 – Why Multifamily Fits Inside a Self-Directed IRASets the stage for multifamily as an asset class and why it belongs in SDIRAs.4:45 – How Self-Directed IRAs Can Invest in Multifamily Real EstateBreakdown of using an SDIRA for real estate and how it differs from traditional investing.5:15 – Tax Advantages of Holding Multifamily in an IRADiscussion around tax treatment, tax deferral, and why structure matters.7:58 – What a “Good Deal” Looks Like in Multifamily InvestingKey characteristics investors should evaluate before moving forward.8:29 – Due Diligence: What Investors Must Review Before InvestingCovers underwriting, sponsor review, and avoiding blind trust in deals.13:03 – Understanding Risk in Multifamily InvestmentsRealistic look at market risk, leverage, and operational challenges.17:40 – Active vs Passive Multifamily Investing Inside an IRAExplains hands-on ownership vs syndications and who each approach fits best.22:48 – Expected Returns and Long-Term PerformanceDiscussion on realistic return expectations and time horizons.26:10 – Common Multifamily Structures and Syndications ExplainedClarifies how deals are structured and what IRA investors should watch for.30:15 – Biggest Mistakes Investors Make in Multifamily DealsHard-earned lessons and what to avoid when investing with retirement funds.📈💰 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

📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult“Subject To” investing can be a powerful strategy, but it requires a clear understanding of legal, insurance, and risk considerations to be used responsibly. In this webinar, Brian Elam, a North Carolina real estate attorney with over two decades of experience, and John Hamrick Jr., an insurance professional and longtime investor, break down how Subject To transactions actually work. Drawing from their combined legal, insurance, and real world investing backgrounds, the discussion focuses on where investors get tripped up, what must be handled correctly, and how to think through this strategy before pursuing it. This conversation is designed to help investors evaluate whether Subject To investing fits their goals while avoiding costly misunderstandings and unintended exposure.📈💰 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

Schedule a free consultation with our team today!https://americanira.com/consultInsurance plays a critical role in protecting rental and investment properties, yet many investors lack clarity around how coverage and underwriting decisions are made. In this webinar, John Hamrick Jr., an insurance agent for over three decades and a longtime real estate investor, walks through insuring investment properties and the underwriting process behind them. Drawing on his experience as president of the Triad REIA in North Carolina, John brings practical insight shaped by years of working directly with investors and presenting to audiences at every stage. This conversation is designed to help investors better prepare for underwriting challenges, reduce surprises, and protect long term portfolio goals with greater confidence.📈💰 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