Advanced Self-Directed Investing for the Master Transactor
Discover self-directed concepts for the advanced investor including LLCs, trusts, 1031 Exchanges, and estate planning in this comprehensive education track.
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.
Diversify Beyond the Stock Market
Rental Property Investing With a SDIRA
Alternative Investing with a Self-Directed IRA/401(k): Guidelines and Rules
Private Entity Investing for Investors of All Experience Levels
Investing in an LLC, Corporation, LP or other Entity with a Self-Directed IRA
Legacy and Estate Planning with a Self-Directed IRA
Take 5: Real Estate Options with a Self-Directed IRA/401(k)
Take 5: Structuring an LLC with your Self-Directed IRA/401(k)
Take 5: Roth Conversions with a Self-Directed IRA/401(k)
Take 5: 1031 Exchange and Self-Directed IRA
Take 5: Collecting Rents and Loan Payments
Take 5: Property Insurance for your Self-Directed IRA
Take 5: Updating the Value of your Alternative Assets in your Self-Directed IRA
Orientation Guide: Private Entity Investors
Self-Directed IRA Rules
Checkbook LLC IRA - Proceed with caution
Private Equity Case Studies
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
“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.
Access to supplemental materials to help guide you through processes and the course.
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.
Learn how other investors use their self-directed IRAs to invest in private equity.