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06 Apr Self-Directed Retirement Accounts Explained, with Clay Malcolm

Posted at 04:00h in Uncategorized by

Episode 37:


Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals on the benefits of self-direction.

Clay holds the designation of Certified IRA Services Professional (CISP) and has served on the American Bankers Association IRA steering committee. He received his Bachelor of Science degree in Communications from Northwestern University.

 

What you’ll learn about in this episode:

  • What prompted Clay to research self-directed retirement accounts
  • What exactly we’re talking about when we discuss a self-directed retirement account
  • Alternative assets you can invest in to prepare for retirement, including real estate
  • The two overarching rules that govern self-directed retirement accounts
  • The two assets classes you can’t invest in as a self-directed retirement account
  • Why the IRS prefers that you keep your IRA investment at arm’s length from your personal finances
  • Ways to maximize your retirement investment when you leave a job
  • Navigating fee structures and calculating ROI
  • Tax advantages of different retirement investment options
  • Why personalizing your retirement investments benefits you in the long term

 

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