Advanta IRA’s Reneika Lightbourne on Self-Directed IRAs, Alternative Assets & Investor Rules

In this episode of Deployed, host Michael Kearse sits down with Reneika Lightbourne of Advanta IRA to break down how self-directed IRAs allow investors to move beyond traditional stocks and bonds and invest in alternative assets like real estate, private lending, and syndications. Reneika explains how custodians like Advanta IRA help investors navigate IRS rules, structure deals correctly, and maintain compliance when deploying retirement capital into alternative investments.

Many investors hear about self-directed IRAs but don’t fully understand how they work behind the scenes. Reneika sheds light on the process, the opportunities available, and the most common mistakes investors make when using retirement funds to invest in private markets.

00:00 Introduction to Self-Directed IRAs
01:25 Understanding the Role of Custodians
04:20 Common Misunderstandings and Mistakes
06:18 Exploring Investment Options
09:20 Choosing the Right Custodian
11:09 Aligning Self-Directed IRAs with Passive Investments
12:30 Documentation and Structure for Lending Deals
15:37 Working with Operators and Sponsors
17:40 Resources and Next Steps for Investors
20:38 DEPLOYED - Outro.mp4

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#RealEstateInvesting
#PassiveInvesting
#PrivateLending
#AlternativeInvestments
#RetirementInvesting
#WealthBuilding
#RealEstateFinance
#InvestorEducation
#DeployedPodcast

Видео Advanta IRA’s Reneika Lightbourne on Self-Directed IRAs, Alternative Assets & Investor Rules канала Michael Kearse | Discussing Self Directed IRAs