Take Control of Your Retirement™
Invest in what you know and take control of your retirement
with a Self-Directed IRA.
Grab a Free Copy of My Self-Directed IRA Playbook
Alternative Asset
Investor Summit
- Commercial & Multi-Family Real Estate Investing
- Investing in Private Equity Funds
- Venture Capital Investing
- Single Family Real Estate – Rentals and Flips
- Becoming an Angel Investor
- Tax & Legal Planning for Investors and Business Owners
- Investing in Notes and Private Debt
- Banking in 2023 and What Investors Should Know
- How to Use IRAs and 401ks to Invest in Alternative Assets
June 29th-30th 2023
Costa Mesa, CA
I Wrote the Book on
Self-Directed IRAs
I wrote the #1 book on self-directed IRAs that has sold over 40,000 copies. I have been quoted by major media publications and have appeared on network TV on tax, legal, and retirement topics.
VIP Contributor for Entrepreneur
VIP Contributor for Entrepreneur
Expert Author at Cryptopedia
I’m an Expert Author at Cryptopedia where I have articles on buying and selling Crypto with an IRA. I have been at the forefront of the crypto IRA industry since 2017and have helped thousands of crypto investors since then.
Published Work
VIP Contributor on Entrepreneur where I write on retirement, tax, and legal topics.
My article on real estate investment assigments was in Realtor Magazine, the largest real estate publication in the US
Attorney at Law magazine has covered my expertise and niche practice on Self-Directed IRAs in two separate articles
My article on Cryptopedia, how investors can purchase and sell crypto tax-free using a Roth IRA.
In The Media
legal, and retirement expert.
Read. Listen. Watch.
articles, podcasts, and videos
Total SDIRA Bundle:
A 1.5-hour video series
SDIRA Summit Video Series: 12-hour video series including materials for the Spring 2022 & Fall 2021 SDIRA Summit.
My Blog
Top Ten Frequently Asked Self-Directed IRA Questions (and Answers)
It’s finally here: my top ten frequently asked self-directed IRA questions! Whether you’re just getting started or you’ve been investing with a Self-Directed Account for decades, make sure you…
Self-Directed IRA Basics: What is a Self-Directed IRA?
What is a self-directed IRA? A self-directed IRA is an IRA (Roth, Traditional, SEP, Inherited IRA, SIMPLE) where the custodian of the account allows the IRA to invest in any investment allowed by law…
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