Self-Directed Investing: Webinar Series

American IRA
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American IRA is the industry leader in self directed retirement accounts. This is a powerful investment tool to grow your wealth while saving millions in taxes. The problem is, most investors don't know what a self directed retirement account is or how to utilize one. AMIRA is here to fix that! Every week we invite on investment experts to learn new financial strategies and opportunities all while utilizing the tax advantages of a self directed account.

  1. Ep. 23 - How to Invest Subject-To in your IRA the Right Way: Risks, Responsibility, and Reality After Closing

    4D AGO

    Ep. 23 - How to Invest Subject-To in your IRA the Right Way: Risks, Responsibility, and Reality After Closing

    Part One primarily explains how to do a subject-to deal, walking through mechanics like deal structure, due diligence, insurance setup, lender communication basics, and the closing process. Part Two shifts from execution to risk, trust, and long-term responsibility, introducing deeper discussion around why trust is central to subject-to transactions, how sellers, partners, and lenders evaluate that trust, and why these deals demand credibility beyond paperwork. It also adds post-closing reality, detailing ongoing obligations such as repeated lender and insurance communication, escrow management, seller interaction, and unexpected issues, while clearly positioning subject-to as an advanced investing strategy requiring higher risk tolerance, greater cost, more time, and a fully engaged professional team from the outset. 📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult 📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

    1h 2m
  2. Ep. 22 - LLC Structures and Strategies for your IRA: How Self-Directed Millionaires Structure Their IRAs

    FEB 27

    Ep. 22 - LLC Structures and Strategies for your IRA: How Self-Directed Millionaires Structure Their IRAs

    Keith Blackborg is a CPA and wealth strategist who helps business owners become "work optional" in three to five years and builds virtual family offices for self-directed millionaires. In this presentation he lays out retirement plan strategies to invest alongside family using discounted rollovers and practical entity structures. He explains account and entity combinations for family members and the types of investments these structures can hold, including rentals, hard-money loans, stocks, bonds, and K-1 income. He also covers tax-focused tactics for managing UBIT and related filing issues, including using a C-corporation UBIT blocker and LLC holding structures to manage ownership and distribution tax impacts.Chapter Markers03:03 Self-Directed IRAs & Solo 401(k) Overview08:12 Traditional vs Roth and Discounted Rollovers Explained18:42 Using IRAs and Roth Accounts for Family Members19:53 Roth Rollovers and Contribution Strategy24:05 Mega Roth 401(k) Strategy 📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult 📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

    29 min
  3. Ep. 21 - What to Look For Before Investing in a Private Real Estate Deal

    FEB 20

    Ep. 21 - What to Look For Before Investing in a Private Real Estate Deal

    📲🚀 Schedule a free consultation with our team today!https://americanira.com/consultIn this session, Rob and Clay Stanley of Shining Rock Equity walk through a practical framework for evaluating private real estate investments with clarity and discipline. Viewers will learn how to assess risk, pressure test assumptions, and avoid the common mistakes that lead to disappointing outcomes in passive real estate deals. Rob brings nearly 30 years of real estate experience, including sourcing and structuring multifamily equity, to help investors make more confident, better informed decisions in the private markets.Chapter Markers3:02 – Why Multifamily Fits Inside a Self-Directed IRASets the stage for multifamily as an asset class and why it belongs in SDIRAs.4:45 – How Self-Directed IRAs Can Invest in Multifamily Real EstateBreakdown of using an SDIRA for real estate and how it differs from traditional investing.5:15 – Tax Advantages of Holding Multifamily in an IRADiscussion around tax treatment, tax deferral, and why structure matters.7:58 – What a “Good Deal” Looks Like in Multifamily InvestingKey characteristics investors should evaluate before moving forward.8:29 – Due Diligence: What Investors Must Review Before InvestingCovers underwriting, sponsor review, and avoiding blind trust in deals.13:03 – Understanding Risk in Multifamily InvestmentsRealistic look at market risk, leverage, and operational challenges.17:40 – Active vs Passive Multifamily Investing Inside an IRAExplains hands-on ownership vs syndications and who each approach fits best.22:48 – Expected Returns and Long-Term PerformanceDiscussion on realistic return expectations and time horizons.26:10 – Common Multifamily Structures and Syndications ExplainedClarifies how deals are structured and what IRA investors should watch for.30:15 – Biggest Mistakes Investors Make in Multifamily DealsHard-earned lessons and what to avoid when investing with retirement funds.📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

    38 min
  4. Ep. 20 - Demystifying Subject To Real Estate Investing - Insights from Legal and Insurance Experts

    FEB 13

    Ep. 20 - Demystifying Subject To Real Estate Investing - Insights from Legal and Insurance Experts

    📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult“Subject To” investing can be a powerful strategy, but it requires a clear understanding of legal, insurance, and risk considerations to be used responsibly. In this webinar, Brian Elam, a North Carolina real estate attorney with over two decades of experience, and John Hamrick Jr., an insurance professional and longtime investor, break down how Subject To transactions actually work. Drawing from their combined legal, insurance, and real world investing backgrounds, the discussion focuses on where investors get tripped up, what must be handled correctly, and how to think through this strategy before pursuing it. This conversation is designed to help investors evaluate whether Subject To investing fits their goals while avoiding costly misunderstandings and unintended exposure.📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

    1h 1m
  5. Ep. 19 - Mastering Property Underwriting in a Shifting Market with John Hamrick Jr

    FEB 6

    Ep. 19 - Mastering Property Underwriting in a Shifting Market with John Hamrick Jr

    Schedule a free consultation with our team today!https://americanira.com/consultInsurance plays a critical role in protecting rental and investment properties, yet many investors lack clarity around how coverage and underwriting decisions are made. In this webinar, John Hamrick Jr., an insurance agent for over three decades and a longtime real estate investor, walks through insuring investment properties and the underwriting process behind them. Drawing on his experience as president of the Triad REIA in North Carolina, John brings practical insight shaped by years of working directly with investors and presenting to audiences at every stage. This conversation is designed to help investors better prepare for underwriting challenges, reduce surprises, and protect long term portfolio goals with greater confidence.📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

    1 hr
  6. Ep. 18 - Stop Chasing Investors: The Repeatable System That Raised $44M in 8 Years

    JAN 30

    Ep. 18 - Stop Chasing Investors: The Repeatable System That Raised $44M in 8 Years

    Schedule a free consultation with our team today!https://americanira.com/consult John Ford is the founder and CEO of Bel Air Lending and a seasoned real estate entrepreneur who has facilitated over 550 loans totaling more than $120 million since 2018, and who has rehabilitated 50+ homes and built 60+ residences. In "Bel Air Lending — How I Did: Raising $44 Million in 8 Years," he outlines a repeatable fundraising system centered on a concise "Credibility Kit" of track record documents and investor materials. He will walk through step-by-step outreach tactics and practical checklists, including how to build a prospect list, contact top targets, mail the packet, solicit feedback, and use referrals, plus sample materials and scripts. John also explains how Bel Air protects investor capital through an attorney-managed trust and layered net worth between borrowers and lenders, and supports his approach with the company’s performance record of over $126 million in loans originated, a reported minimum 10% annualized return for eight consecutive years, and no principal or interest losses passed to investors.00:02:45 – Why Investors Choose Private Lending in SDIRAsConnect lending strategy to retirement investing goalsCHAPTER MARKERS00:04:00 – What This Session Will Cover About Private Lending00:05:00 – How the Lending Business Model Works00:08:00 – The Two Keys: Experience and Capital00:09:45 – Building Credibility With a “Brag Book”00:11:59 – Improving Marketing and Investor Communication00:14:00 – Creating the Entity and Becoming a Lender00:15:28 – How Funds Move Through a Trust Attorney00:23:07 – Track Record and Protecting Investor Principal📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

    27 min
  7. Ep. 17 - A Real Estate Attorney's Insights on Avoiding Mistakes and Pitfalls Inside of Your Self-Directed IRA

    JAN 23

    Ep. 17 - A Real Estate Attorney's Insights on Avoiding Mistakes and Pitfalls Inside of Your Self-Directed IRA

    Are you accidentally jeopardizing your retirement account?In this essential webinar, we host Brian Elam, founder of Innovative Closing Solutions and a licensed North Carolina Real Estate Attorney since 1999. Brian is here to navigate the often-confusing legal procedures and pitfalls of Self-Directed IRAs (SDIRA).With experience spanning over 10,000 real estate closings, Brian will explain how SDIRA transactions should be properly structured and executed. He will cover the general SDIRA process, highlight irreversible legal pitfalls such as prohibited transactions, and clarify who is legally authorized to sign investment and closing documents so you can avoid mistakes that could jeopardize your retirement account.In this session, Brian Elam covers the three biggest legal questions:The Procedures: General SDIRA legal processes you need to anticipate.The "Third Rails": Specific, irreversible legal pitfalls (prohibited transactions) to avoid at all costs.The Execution: Who is legally required to sign the necessary documents?Brian is an entrepreneur at heart, having started his first business mowing lawns—and believes everyone should succeed in America. Get the experienced, professional legal advice you need to run your SDIRA accurately.Chapter Markers7:52 Custodian vs you: responsibilities and control limits11:35 Prohibited parties and prohibited transactions overview15:35 Executing purchase contracts and proper IRA titling20:23 Avoid personal benefit and mixing personal funds24:56 Co-owning deals: split income and repairs correctly25:38 Checkbook IRA/LLC structures: benefits and risks32:39 Liability insurance for IRA-owned rentals and land34:35 DIY work/landscaping can trigger prohibited transaction40:11 Property manager emergencies, expenses, and cash reserves📲🚀 Schedule a free consultation with our team today!https://americanira.com/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

    51 min
  8. Ep. 16 - The Future of Estate Planning One Platform Every Advisor Needs with Carter Wilcoxson

    JAN 16

    Ep. 16 - The Future of Estate Planning One Platform Every Advisor Needs with Carter Wilcoxson

    📲🚀 Schedule a free consultation with our team today!https://americanira.com/consultUnlock the Great Wealth TransferDiscover how trillions in generational wealth are shifting hands and how advisors can stay at the center of that conversation. Carter breaks down proven ways to keep client families engaged across generations using a compliant, tech-powered estate planning system that advisors can easily integrate.Turn Estate Planning into GrowthLearn how advisors are using ePIC’s turnkey estate planning platform to host high-converting workshops, generate more first appointments, and retain more assets under management. Carter shares real-world results and explains how adding attorney-supported estate solutions can become a major growth engine for your practice.Simplify Compliance, Scale SuccessGet an inside look at how ePIC’s ecosystem is complete with attorney partnerships, marketing tools, and onboarding support that helps advisors streamline operations without losing compliance. Carter reveals how this scalable model allows advisors to focus on relationships while the system handles the complexity.📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

    24 min
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About

American IRA is the industry leader in self directed retirement accounts. This is a powerful investment tool to grow your wealth while saving millions in taxes. The problem is, most investors don't know what a self directed retirement account is or how to utilize one. AMIRA is here to fix that! Every week we invite on investment experts to learn new financial strategies and opportunities all while utilizing the tax advantages of a self directed account.

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