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Self-Directed Investing: Webinar Series

Self-Directed Investing: Webinar Series

By: American IRA
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American IRA is the industry leader in self directed retirement accounts. This is a powerful investment tool to grow your wealth while saving millions in taxes. The problem is, most investors don't know what a self directed retirement account is or how to utilize one. AMIRA is here to fix that! Every week we invite on investment experts to learn new financial strategies and opportunities all while utilizing the tax advantages of a self directed account.American IRA Economics Personal Finance
Episodes
  • Ep. 14 - Don't Wait: End of Year Timelines for opening a new Self-Directed IRA
    Dec 19 2025

    It's almost 2026 and if you are trying to get a new self-directed retirement account open and funded for those deals cooking in 2026... you won't want to miss these important factors and timelines. 1. ROR (Right of Rescission) - There is a 7 day waiting period once new accounts are opened before those funds can be invested into properties or other alternative assets. This is a period when any funds and fees transferred to or charged on behalf of the account can be fully refunded back to you. That also means that the investing of capital has to be held until that ROR period is over. If you have a deal you are looking to close on, make sure you keep in mind that all new accounts will have this 7 day holding window. 2. Transferring of funds - American IRA has very little control or say in how long outbound custodians take to transfer funds from your existing account into your new Self-Directed account. Rollovers can be quicker than full cash-out transfers but make sure you plan on at least 7-14 days to get your account funded. Transfers and rollovers can still take place during the first 7 day ROR period. 3. If you are thinking about opening up a new account, an added benefit at American IRA is that we provide you with a dedicated transaction coordinator to help you through all the paperwork and timelines. Not just on opening your account but on all future deals. This service is provided to our customers at no additional cost to you. No call centers, no automated answer systems. Real people there when you need it. 4. LLC formations can be fantastic tools in your retirement portfolio for even more flexibility but setting them up and funding them in the right order is critical for keeping your retirement account compliant. You can not transfer a pre-existing LLC into your IRA so make sure you speak with a specialist before formation. At American IRA we have a partner company, TurnKey IRA, that can take care of the entire formation process for you and register in any state of your choosing. If you get stuck or have any other questions, feel free to drop us a comment or follow the link below to speak to Kyle and the rest of our IRA team. 📲🚀 Schedule a free consultation with our team today!https://sholink.to/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://americanira.ac-page.com/yt-land-lowest-fees🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

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    41 mins
  • Ep 13 - How to Maximizing a Brokerage Account inside a Self-Directed Retirement Account
    Dec 12 2025

    Just because you CAN have a brokerage account inside your self-direct IRA, doesn't mean you should, unless you know why and how to leverage both. Learn the basics, features, and investment variety of brokerage accounts for building wealth inside of your retirement account. Discover essential investor rules, tax considerations, and how these accounts strategically complement your IRAs for diversification and liquidity. Plus, get an exclusive preview of new tools and resources coming soon for American IRA clients.

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    24 mins
  • Ep. 12 - Find the next Downtown Revitalization to make BIG RETURNS on Single Family Rentals
    Dec 5 2025

    You've probably heard "what are the three rules to buying real estate?" Location, location, location. What is better than buying rental properties in an overlooked urban downtown RIGHT before their big glow-up? Gregg Cohen has actually studied the Great American City expansion over the last 20 years and has pinpointed the number to watch where a downtown goes from "meh" to printing money. Gregg is the Co‑Founder of JWB Real Estate Companies, which manages over $1.3 billion in assets and 5,600 single‑family rental properties, making passive real estate investing accessible to everyday investors. In this talk he breaks down the five profit centers of rental property investing—net rental income, tax savings, principal paydown, home price appreciation, and inflation hedging—and shows how a single property can build long‑term wealth. Using a Jacksonville case study and a 10‑year buy‑hold cash‑out refinance example, he demonstrates how cash‑flowing rentals near an emerging downtown can produce tax‑free cash and substantial equity. He argues Jacksonville’s downtown revitalization mirrors early growth in cities like Austin and Nashville and explains why now is a timely window to position for appreciation and generational wealth.📲🚀 Schedule a free consultation with our team today!https://sholink.to/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://americanira.ac-page.com/yt-land-lowest-fees🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

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    52 mins
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