WEDNESDAY, APRIL 8TH AT 12:00 PM EST
The SDIRA Blueprint:
Master the Basics
Kyle Moody presents American IRA’s self-directed IRA and 401(k) services, including a clear non‑fiduciary disclaimer. The deck explains that self-directed accounts let investors hold alternative assets beyond stocks and bonds—real estate, private lending/notes, private equity, precious metals, tax liens, and checkbook-control LLCs. Key benefits highlighted are tax-advantaged growth (tax‑deferred or tax‑free), diversification with non‑correlated assets, and greater investor control versus traditional advisory-managed IRAs. Operational topics cover available account types, prohibited transactions and disqualified‑person rules (income and transactions must flow through the IRA), practical examples (buying rental property, making loans) and required process steps (letters of direction, closings). Resources and next steps include investor education (webinars, podcasts), a simple apply/fund/invest start process, and a detailed fee schedule (one‑time $50 setup, annual plans, transaction/processing and miscellaneous fees).
Take Control of Your Retirement:
Discover how moving to a self-directed structure can put investment decisions back in your hands and expand what’s possible for your future. This session will spark your curiosity about new pathways and strategic choices
Expand Your Portfolio with Alternative Opportunities:
Learn why thinking beyond traditional stocks and bonds can reshape diversification and resilience in your holdings. Expect an inspiring look at fresh asset avenues and the potential they offer
Navigate Compliance Confidently:
Understand the essential guardrails that protect your plan and how to pursue opportunities while staying on the right side of the rules. Walk away with clarity and the knowledge you need to begin your IRA journey
Our Speaker - Kyle Moody
Kyle Moody is the Business Development Manager at American IRA with over 8 years of experience helping investors understand self-directed retirement accounts. His presentation covers how self-directed IRAs and 401(k)s allow investors to hold alternative assets like real estate, private lending, precious metals, and tax liens beyond traditional stocks and bonds. Attendees will learn about key benefits including tax-advantaged growth, portfolio diversification, and greater control over their investments. Kyle also walks through practical examples, prohibited transaction rules, and the simple steps to get started with self-directed investing.
American IRA, LLC, a South Dakota limited liability company, serves as a Third Party Administrator on behalf of the Custodian, New Vision Trust Company, a state chartered South Dakota Trust Company. As a Self-Directed IRA administrator we are a neutral third party. We do not make any recommendations to any person or entity associated with investments of any type (including financial representatives, investment promoters or companies, or employees, agents or representatives associated with these firms). We are not responsible for and are not bound by any statements, representations, warranties or agreements made by any such person or entity and do not provide any recommendation on the quality, profitability or reputability of any investment, individual or company. The terms "we" and "us" refer to American IRA, with an office located in Sioux Falls, SD.