Unlocking Capital Through A Self Directed Retirement Accounts

# Unlocking Capital Through Self-Directed Retirement Accounts

with Joel Landon, Heritage IRA
Most retirement dollars sit parked in Wall Street products while investors and deal sponsors hunt for capital to place in real assets. In this session, Joel Landon of Heritage IRA breaks down how Self-Directed IRAs and Qualified Retirement Plans (QRPs) can unlock retirement funds for use in real estate, syndications, private equity, notes, and other alternatives—without triggering taxes when structured correctly.
Joel will demystify the rules, show what’s allowed (and what’s not), and walk through practical, compliant ways to deploy these accounts. We’ll also cover how sponsors, advisors, and capital raisers can ethically integrate self-directed accounts into their capital strategy—turning idle retirement funds into investable capital.

## What you’ll learn

• The core rules—contributions, rollovers, custodians, checkbook control, and prohibited transactions
• Allowed vs. prohibited investments (and the gray areas that trip people up)
• How to structure deals tax-advantaged with SDIRAs and QRPs
• Due-diligence tips for evaluating sponsors and operators
• Playbooks for investors and capital raisers to compliantly access retirement capital

## Who should attend

• Busy professionals and prospective passive investors looking to diversify beyond the stock market
• Deal sponsors, advisors, and capital raisers who want to responsibly incorporate self-directed retirement funds
• Anyone curious about using retirement dollars to pursue cash-flowing, inflation-resilient alternatives