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Take a look at our brief demo video to see what the Advanced Self-Directed Investing for the Master Transactor course is all about before you purchase.

Advanced Self-Directed Investing for the Master Transactor

    1. Introduction Video

    1. Diversify Beyond the Stock Market

    2. Rental Property Investing With a SDIRA

    3. Alternative Investing with a Self-Directed IRA/401(k): Guidelines and Rules

    4. Private Entity Investing for Investors of All Experience Levels

    5. Investing in an LLC, Corporation, LP or other Entity with a Self-Directed IRA

    6. Legacy and Estate Planning with a Self-Directed IRA

    1. Take 5: Real Estate Options with a Self-Directed IRA/401(k)

    2. Take 5: Structuring an LLC with your Self-Directed IRA/401(k)

    3. Take 5: Roth Conversions with a Self-Directed IRA/401(k)

    4. Take 5: 1031 Exchange and Self-Directed IRA

    5. Take 5: Collecting Rents and Loan Payments

    6. Take 5: Property Insurance for your Self-Directed IRA

    7. Take 5: Updating the Value of your Alternative Assets in your Self-Directed IRA

    1. Orientation Guide: Private Entity Investors

    1. Self-Directed IRA Rules

    2. Checkbook LLC IRA - Proceed with caution

    1. Private Equity Case Studies

About this course

  • $249.00
  • 19 lessons
  • 5.5 hours of video content
  • Step-by-Step Processes

    Demonstrations, tutorials, and case studies walk investors through the self- directed process from start to finish... plus everything in between.

  • Multi-Level Modules

    For the advanced level investors, deepen your knowledge no matter where you are in your self-directed investing journey.

  • Industry-Leading Educator

    Equity Trust is recognized as a leading self-directed IRA educator. We’ve optimized our learning resources after interacting with tens, if not hundreds of thousands of investors.

What's Included?

Unlock no-fluff, essential resources including video modules from the Virtual Classroom, straightforward guides, and other valuable downloads. Topics include:

  • Nuances of investing multiple IRAs in an LLC

  • Sample documents and visual aids for advanced self-directed IRA real estate transactions, including LLCs, trusts, and more

  • How 1031 exchanges relate to your self-directed investing

  • Leaving a legacy: passing your wealth to your loved ones without creating added burden

Don’t take our word for it, take theirs.

“Excellent information by presenter in easy understandable way.”

Maurice S.

“Very informative... especially for a beginner. I appreciated the detailed case studies to further understand the process of property investing through various methods. Thank you”

Lori M.

“I have been an Equity Trust client for many years and it’s great to keep learning about new tools and various strategies to put deals together to build up my IRA funds. Thanks.”

Hannah H.

“Wonderful educational program to learn and a very good information to growth wealth.”

Pramoth A.

Unlock a new world of possibilities for your self-directed IRA.

Meet Your Instructor

John Bowens

Director, Head of Education and Investor Success

John Bowens is one of the most sought-after and respected educators in the self-directed IRA industry, partly due to his unique ability to take a complex issue and break it down into simple-to-understand terms. Currently a Senior Manager at IRA custodian Equity Trust Company, John draws from his over 15 years in the real estate industry and his experience as an active real estate investor. In his travels across the U.S. and virtually, he has trained 60,000 investors during more than 300 workshops and classes, spreading the message about the power of building tax-free wealth and leaving a lasting legacy by investing in what you know best.

Bonus Material

Access to supplemental materials to help guide you through processes and the course.

  • Free Master Transaction Handbook

    Access ideas and key concepts for constructing creative real estate and other alternative asset transactions, plus example documents to share with your legal or financial team.

  • Private Equity Client Case Studies

    Learn how other investors use their self-directed IRAs to invest in private equity.