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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.

Join Daniel Gleich, CEO of one of the largest custodians for self-directed IRAs (SDIRAs), to learn will the benefits of the SDIRA, investment options, and some of the limitations to be aware of

Learning Objectives include:

  • How SDIRAs can benefit your clients
  • Cover SDIRA-appropriate assets
  • Explain some of the restrictions/limitations
  • How to open an SDIRA and how to vet custodians

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