Are You Breaking These Self-Directed IRA Rules? (Don't Find Out the Hard Way)

Podcast: The Tax Strategy Playbook · David Wiener, "Mr. Cash Flow"

Opublikowano: 2026-09-01

A self-directed IRA lets you use old retirement money to buy real estate, fund private loans, and invest in businesses, tax deferred or even tax free. Most investors have never been told this account exists. That old 401(k) from a job you left years ago? It could be working a lot harder for you. In this episode of The Tax Strategy Playbook, I sit down with Daniel Tercey, senior account executive at Directed IRA, to walk through the whole roadmap in plain English. You'll learn what "self-directed" actually means (it's a marketing term, and it applies to...