Self-Directed Investing: Webinar Series

Ep. 31 - Navigating Real Estate Funding Insider Strategies with Susie Balda and Rehab Wallet

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

Ep. 30 - From IRA Specialist to Lending Entrepreneur Building a Values Driven Real Estate Career

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

Ep 29 - The Self-Directed IRA Blueprint: Real Estate, Alternative Assets & Tax Free Growth

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

Ep. 28 - Self Storage Investing 101: Find Them, Fund Them, Run Them with Stacy Rossetti

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

Ep. 27 - Avoiding UBIT: Legal Strategies to Protect Your Retirement Plan Returns

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.