Are you sitting on retirement funds without realizing their full potential? Chris Trembly joins us to break down the world of Self-Directed IRAs (SDIRAs) and how they can be used for alternative investments like real estate, digital assets, and precious metals. If you’ve ever wondered whether you can invest your retirement savings outside of traditional stocks and bonds—this episode is a must-listen!

Key takeaways to listen for

• [06:50] What is a Self-Directed IRA (SDIRA)?
• [13:54] Common mistakes investors make when using SDIRAs
• [17:49] What you can and cannot invest in with an SDIRA
• [19:27] How to roll over funds from traditional accounts
• [30:42] IRS rules, prohibited transactions, and tax implications

Chris Trembly serves as the Director of Operations at Preferred Trust Company, where he specializes in Self-Directed Individual Retirement Accounts (SD-IRAs). In his role, Chris educates clients on the advantages of SD-IRAs, simplifying complex investment strategies to empower individuals in diversifying their retirement portfolios. His expertise and approachable teaching style have made him a sought-after speaker and podcast guest, where he addresses common questions about SD-IRAs and alternative investment options.

• Website: Preferred Trust Company
• Email: [email protected]
• Phone: (888) 990-7892

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