Choosing The Right Investment Strategy

With a self-directed IRA, investors have access to a wide range of alternative investments, but more choice does not always mean more clarity. Real estate, private lending, notes, syndications, crypto, and private equity all come with different structures, risks, timelines, and capital requirements.

This national educational session is designed to help investors understand how these strategies differ and how to evaluate which investment paths may align best with their goals, risk tolerance, liquidity needs, and experience level. Rather than telling you what to invest in, this session focuses on building a framework for decision making inside a self-directed IRA.