Benefits of a Self-Directed Retirement Account in 2026

Want to invest in real estate using retirement funds?

We are pleased to invite you all to our first meeting of the year! Where we will cover the key steps to get a Self-Directed IRA or 401(k) set up before you (or your client) go under contract. Learn realistic timelines, how to choose a custodian, beneficiary must-dos, and the difference between solo vs. multi-member IRA LLC setups. Leave with a clear roadmap to get funded and deal-ready with confidence.

You’ll learn:
- How self-directed accounts empower investors with the ability to invest in what they know and choose to invest in.
- If you pass away, what happens to your IRA (and what your family needs from you now)
- Why keeping your beneficiary designation up to date is critical
- How to select a custodian
- Realistic timeframes for opening, funding, and closing a deal with IRA funds
- The difference between solo vs. multi-member IRA LLC setups (and when each makes sense)

Leave with a clear roadmap to get set up, get funded, and get deal-ready so that you can move retirement money off Wall Street with confidence.

Taught by David Moore for 1 Oregon Credit Hour.