Investing Beyond Wall Street with a Self-Directed IRA
Your IRA or old 401(k) can do more than hold stocks, bonds and mutual funds. Learn how investors use retirement dollars to invest in real estate, private equity, private lending and other alternative assets.
That's Thursday, November 19 at 4:00 PM EST in your time zone (4:00 PM Eastern).
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Put your retirement dollars to work in assets you understand
Most investors know they can use an IRA or old 401(k) to invest in stocks, bonds, and mutual funds, but many don't realize those same retirement dollars can also be used to invest in alternative assets.
In this educational session, Matt Moore of CamaPlan will explain the fundamentals of Self-Directed IRAs and how investors can use retirement funds to invest in real estate, private lending, and other private investments.
The presentation walks through how self-directed investing works, how funds move from an existing retirement account into a Self-Directed IRA, and what investors should understand before making an alternative investment with retirement funds.
Four things you'll walk away with
Self-Directed vs. Traditional IRA
What a Self-Directed IRA is and how it differs from a traditional IRA.
Eligible alternative investments
What types of alternative investments can be held inside an IRA.
IRS rules & prohibited transactions
The key IRS rules and prohibited transactions every investor should understand.
The process, start to funding
How the investment process works from account opening through funding.
Beyond the stock market
Retirement funds can be directed into private-market opportunities such as:
Hosted by Leif & Roxanna Erickson
Leif and Roxanna Erickson of Viking Capital Partners will welcome you, introduce Matt Moore, and help guide the conversation and your questions throughout the session.
Leif Erickson
Host · Viking Capital Partners
Roxanna Erickson
Host · Viking Capital Partners
Matt Moore, CamaPlan
Matt Moore is a Business Development Manager with CamaPlan, a Self-Directed IRA administrator that helps investors use tax-advantaged retirement funds to invest in alternative assets.
Matt works closely with investors, fund managers, and investment sponsors to educate them on Self-Directed IRAs and help investors navigate the process of moving retirement funds into alternative investments.
Ready to see what your retirement account can do?
Join us live on Thursday, November 19 at 4:00 PM ET for a clear, educational walkthrough of Self-Directed IRAs.