This AAPL webinar presented by New Direction IRA provides a strategic map of how self-directed IRAs interact with the private lending marketplace. The presentation outlines how self-directed IRAs can be effectively utilized by both private lenders and borrowers. Emerging technological conveniences are paving a path for IRAs to be more accessible to private lenders, and for private lenders to more easily engage with IRAs. The webinar will also focus on key rules and concepts that shape the way tax-advantaged accounts work (IRA, HSA, 401(k), etc.)

Attendees will understand which features both lenders and borrowers should be aware of when they seek out a self-directed IRA provider. This includes having a grasp of the latest technological conveniences that are available to account holders, as well the ways these advancements have made private lending with self-directed IRAs easy and accessible.

PRESENTER:

Clay Malcolm is the Chief Business Development Officer for New Direction IRA.

Clay teaches continuing education, informal classes and webinars, and facilitates the training of business development teams. He has more than 20 years of management experience in various roles, which include the vice president of Jersey Films and as a director for Princeton Review. Clay draws upon his teaching background – including instructor roles with Colorado Outdoor Training Initiative and Ivy West Education – to develop the educational aspects of New Direction IRA and impart knowledge about self-directed IRAs to its clients and prospective clients. Clay received his Bachelor of Science degree in Communications from Northwestern University.