Most people think their 401k or IRA is stuck on Wall Street. Not true. With a Self-Directed IRA, you can put that money to work in things you actually understand—like real estate or lending. This toolkit shows you how it works, what questions to ask, timelines to expect, and pitfalls to avoid. Grab your copy here in the community.

Use your retirement funds to start or buy a business without taxes or penalties. This course explains how the ROBS (Rollover for Business Startups) structure works, step by step. Learn how to form a compliant C corporation, set up a qualified plan, roll funds legally, and avoid IRS pitfalls. Includes real IRS citations, compliance checklists, and comparisons to Solo 401(k) and SDIRA options so you can confidently launch your business using retirement capital.

Understand what prohibited transactions are, who they involve, examples to avoid, and the severe consequences of breaking the rules.

Understand how contribution limits, early withdrawal penalties, and required minimum distributions (RMDs) apply to self-directed IRAs and Solo 401(k)s.

Understand how contribution limits, early withdrawal penalties, and required minimum distributions (RMDs) apply to self-directed IRAs and Solo 401(k)s, with an emphasis on key legislative changes.

Understand the reporting requirements for self-directed IRAs, including annual valuations and IRS forms.

Recognize fraud risks in self-directed retirement accounts and learn best practices for performing due diligence to safeguard your retirement savings.

Introduce the concept of Unrelated Business Income Tax (UBIT) and explain why it matters for retirement accounts.

SDIRAs offer great opportunities, but the IRS warns they are prime targets for fraud. Custodians do not vet investments, so due diligence is on you. This lesson covers common scams, red flags, and simple steps to verify deals before you invest, so you can protect your retirement savings and avoid irreversible losses.

Coming Soon Private Money Lending can be life changing when done the right way. This course teaches the Safety First Lending approach, where protecting your principal comes before chasing returns. You will learn how to evaluate deals, structure loans, and lend with confidence so you can grow your wealth without the stress or risk that most new lenders face.

Coming Soon

Coming Soon