Updated about 1 month ago on .
Self-Directed IRA Mistakes That Could Cost You: Tax, Legal, and Strategy Insights
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- 07/01/26 12:00PM - 01:00PM America/New_York
- http://americanira.com/71-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 an expert round table featuring Keith Blackborg and Brian Elam on the most important things investors should understand before using retirement funds to invest in alternative assets. Keith Blackborg, CPA and wealth strategist, has helped hundreds of business owners become "work optional" in 3–5 years through strategic wealth planning and self-directed investing, while Brian Elam brings decades of experience as a real estate attorney, entrepreneur, and business owner.
The discussion explores key self-directed IRA strategies, common mistakes to avoid, and important considerations surrounding prohibited transactions, deal structure, tax implications, and documentation. Whether you are interested in real estate, private lending, private placements, or other alternative investments, attendees will gain practical insights to help approach self-directed investing with greater confidence and clarity.
What You’ll Learn
- Avoid Costly Self-Directed IRA Mistakes
Learn the common pitfalls investors face with alternative assets and how to structure investments more confidently. - Understand the Rules That Matter Most
Explore key topics like prohibited transactions, deal structure, documentation, and tax considerations that can impact your retirement strategy. - Build Wealth with Purpose and Strategy
Discover how experienced investors use self-directed accounts, strategic planning, and entrepreneurship to create long-term financial freedom. - Evaluate Investments More Effectively
Gain practical insight into assessing opportunities, conducting due diligence, and identifying the right partners and service providers. - Think Beyond Traditional Investing
See how alternative assets like real estate, private lending, and private placements can fit into a broader wealth-building strategy.
Register to Access:
- Early Access Recording.
- A First Look at What’s in The Works.
- Get Expert Answers.
Save the Date: July 1st at 12:00 PM ET
- Jim Hitt