How to Make Your First Self-Directed Investment: Step-by-Step

By Heather Taylor0 Comments

As a self-directed IRA investor, you have an incredible amount of flexibility within your account. You can invest in real estate, become a private bank – even buy show horses.

The process of investing in these alternatives assets through with a self-directed IRA custodian can seem intimidating at first, but many investors find that it makes sense once they’ve been through all the steps. 
This is your chance to eliminate the unknowns and walk through the actual process before you make your first investment. Equity University is offering a free online training session in which our National Education Specialist John Bowens explains what you need to know to complete a self-directed investment, including:
  • The three easy steps to opening an account
  • Where to find all the forms needed for your next transaction are located
  • In-depth walkthroughs on three of the most common investments you can make as an investor
Plus, just for registering you'll receive the new Guide to Properly Titling Your Real Estate Investment. This is a great way to continue learning what is covered during the online training.

Sign up today to take the mystery out of self-directed investments!