Navigating Legal Pitfalls in Self-Directed IRAs: Essential Procedures and Risks
No Replies
- 01/07/26 12:00PM - 01:00PM America/New_York
- https://americanira.ac-page.com/17-webinar
- Free
Disclaimer: BiggerPockets does not support or sponsor any meetups unless otherwise noted. Do your due diligence before attending any events. You may be agreeing to attend an event that includes promotion, pitching, or high-pressure sales tactics or techniques. There may be pitching of products, services or properties at this event!
American IRA will be hosting Brian Elam, founder of Innovative Closing Solutions and a licensed North Carolina Real Estate Attorney since 1999. Brian is here to navigate the often-confusing legal procedures and pitfalls of Self-Directed IRAs (SDIRA).
With experience spanning over 10,000 real estate closings, Brian will explain how SDIRA transactions should be properly structured and executed. He will cover the general SDIRA process, highlight irreversible legal pitfalls such as prohibited transactions, and clarify who is legally authorized to sign investment and closing documents so you can avoid mistakes that could jeopardize your retirement account.
What You’ll Learn
*The Procedures: General SDIRA legal processes you need to anticipate.
*The “Third Rails”: Specific, irreversible legal pitfalls (prohibited transactions) to avoid at all costs.
*The Execution: Who is legally required to sign the necessary documents?
Register to Access:
*Early Access Recording.
*A First Look at What’s in The Works.
*Get Expert Answers.
Save the Date: January 7th at 12:00 PM ET
- Jim Hitt