Downloadable educational resource
Self-Directed Capital: Conversation Essentials
Educational concepts for retirement-account investors exploring real estate and alternative investment opportunities.
Start with the Account
Determine whether you are using an existing self-directed account, evaluating a Solo 401(k), or seeking education before engaging an administrator or custodian.
Core Concepts to Explore
Account Administration
Assets, transactions, records, approvals, and custody processes should be understood before deployment.
Prohibited Transactions
Related-party use, personal benefit, and transaction structure may require specialized review.
Financing Questions
Property financing through retirement capital may involve non-recourse requirements and separate tax considerations.
Conversation Checklist
- Account type and approximate investable capital range
- Investment property or alternative-asset objective
- Need for financing, reserves, and property cash-flow information
- Custodian, plan administrator, CPA, and attorney involvement
- Questions about UBIT, UDFI, documentation, or structure
Educational disclosure: This resource is for general education and conversation planning only. It is not tax, legal, securities, investment, retirement-plan, or lending advice. Consult appropriate licensed professionals for your facts and objectives.