09.12.2023 - Self Directed IRAs
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Learn about Self-Directed IRAs for Alternative Assets
Presented by Daniel Gleich, Madison Trust Company
A self-directed IRA is a retirement account that allows accountholders to invest in alternative assets. It is a novel product, as most Americans hold their IRAs with large brokerage houses where they are limited to stocks, bonds, and mutual funds.
In this webinar, Daniel Gleich, CEO of one of the largest custodians for self-directed IRAs (SDIRAs), explained the benefits of the SDIRA, investment options, and some of the limitations to be aware of.
Attendees Comments:
A few comments from listeners:
Learned lots about Self-Directed IRAs. Now much more comfortable with what they are and how they work.
- Richard E.
Found I have been a little too conservative in the family tree exclusions. Nieces, Aunts and such I believed were not allowed.
- Rick F.
Topic is completely new for my- thank you for having this webinar
- Avi C.
I now have a better understanding of the rules around self-directed IRA's, specifically what activities can and cannot be done with a rental (back office/admin is Ok, handyman is not).
- Paul M.
Learned lots about Self-Directed IRAs. Now much more comfortable with what they are and how they work.
- Richard E.
Found I have been a little too conservative in the family tree exclusions. Nieces, Aunts and such I believed were not allowed.
- Rick F.
Topic is completely new for my- thank you for having this webinar
- Avi C.
I now have a better understanding of the rules around self-directed IRA's, specifically what activities can and cannot be done with a rental (back office/admin is Ok, handyman is not).
- Paul M.
Learned lots about Self-Directed IRAs. Now much more comfortable with what they are and how they work.
- Richard E.
Found I have been a little too conservative in the family tree exclusions. Nieces, Aunts and such I believed were not allowed.
- Rick F.
Topic is completely new for my- thank you for having this webinar
- Avi C.
I now have a better understanding of the rules around self-directed IRA's, specifically what activities can and cannot be done with a rental (back office/admin is Ok, handyman is not).
- Paul M.