How Can I Use a Self Directed IRA

Self-Directed IRAs: Investing Beyond Wall Street with Karen Could your retirement account invest in real estate, private lending, precious metals, or other alternative assets? Karen, founder and CEO of UDirect IRA, joins Sonya Sampson to explain how self-directed IRAs work and the rules investors need to understand before getting started. In this episode, they discuss: What a self-directed IRA is and how it can hold alternative assets How eligible retirement funds may be transferred from an old 401(k) or other employer plan IRS rules around prohibited transactions and disqualified persons Why careful research on both the investment and its sponsor matters Fees, contributions, and the process of getting started How to approach self-directed investing with clarity and confidence Karen also shares her path from broadcasting and real estate into the self-directed IRA industry, plus resources for learning more, including The BiggerPockets Guide to Self-Directed IRA Investing. Important: Self-directed IRA investments involve rules and risks, and this conversation is for educational purposes not individualized financial, tax, or legal advice. Research any investment carefully and consult qualified professionals about your circumstances before making decisions. Connect with uDirect:   / udirectira     / udirectira     / udirectiraservices     / 851967      / udirectira     / 137760   https://udirectira.com/