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We all share these or similar concerns, but the fact is, when it comes to retirement accounts, most don’t know non-traditional options exist. Those who do know, often underestimate the wealth-building potential of a self-directed retirement account.

In this educational webinar recording, we covered everything from IRA/401k basics to the advantages of self-directing, to how/where to invest in alternative assets such as rental property or private money loans.

Patrick Prunty, Director of Private Lending with Marshall Reddick, co-hosted with industry professional and President of Sense Financial Services, Dmitriy Fomichenko.

Topics covered:

What is an IRA? What is a 401k? What is the difference between Traditional and Roth Accounts?
A Traditional Custodian vs Self-Directed Custodian
Types of Self-Directed Retirement Accounts:
IRA
IRA LLC (Checkbook IRA)
Solo 401k
Costs to both set-up and maintain these various Self-Directed Retirement Accounts
Prohibited Transactions
Non-Traditional Investment Options
Non-Recourse Loans and Unrelated Business Income Tax (UBIT)
Invest at MarshallReddick.com:
Buy/Own Rental Property
Lend Private/Hard Money, Trust Deeds
Case Studies: Patrick and Dmitriy