How to Use a Self-Directed IRA for Alternative Investments with Chris Trembly

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My mission to change the narrative of mental health | Glenn Close 13:44

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Legendary actor and mental health advocate Glenn Close is on a quest to change how we think about mental health, starting with her decision to speak out about her own family's struggles — a brave choice considering the stigma that pervades the topic. This week, we're revisiting this sweeping conversation with TEDWomen curator Pat Mitchell, where Close shares the inspiration behind the advocacy group she founded to combat the crisis, underscoring the transformative power of community and the critical need for comprehensive mental health care systems. Want to help shape TED’s shows going forward? Fill out our survey ! Become a TED Member today at https://ted.com/join Hosted on Acast. See acast.com/privacy for more information.…

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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

About Chris Trembly

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.

Connect with Chris

Website: Preferred Trust Company
Email: clientservice@ptcemail.com
Phone: (888) 990-7892

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