Demo Video

Self-Directed Investing Rules and Regulations Explained

  • Interested in the tax-advantaged power of self-directed IRAs but too intimidated to get started? Eliminate the fear factor by learning the rules involved. This course features easy-to-understand videos and guides to arm you with the knowledge to become a confident investor.

Self-Directed Investing Rules and Regulations Explained

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

    2. 2023-2024 Account Types and Contribution Limits

    3. 2022-2023 Updated 7 Account Types Contribution Limits, Eligibility and Funding

    1. Take 5: Partnering with Disqualified Persons

    2. Take 5: How to Pay Expenses with your Self-Directed IRA/401(k)

    3. How-to Title Investment Documentation Properly

    4. UBIT Related to Rental Property Investing with Debt Financing

    5. Extended UBIT Video

    1. Self-Directed IRA Rules

    2. Checkbook LLC IRA - Proceed with caution

    3. 17 min. Explainer Video on Self-Directed IRA Rules - Prohibited Transactions

    1. Equity Trust Client Case Studies

    1. 1-on-1 Consultation with an IRA Counselor

About this course

  • $99.00
  • 13 lessons
  • 4 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

    From beginner to advanced level self- directed investors, deepen your knowledge no matter where you are in your 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:

  • Easy-to-understand breakdown of unique rules of investing inside an IRA

  • Which investments aren't allowed in your IRA

  • Who you can and can't transact with when investing in your IRA

  • How to easily pay for IRA-related expenses while following IRS guidelines

  • ... and more

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.

Fast-track your self-directed IRA knowledge to boost your investing confidence today.

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. As Equity Trust's Director, Head of Education and Investor Success, 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 Equity Trust Client Case Studies

    Access to key concepts and strategies employed by Equity Trust clients to maximize tax-free cash flow from rental properties.

  • Free Self-Directed IRA Rules

    Access to a comprehensive set of complimentary SDIRA rules.