Most investors think their retirement account is limited to stocks, bonds, and mutual funds.

What if your IRA could invest in real estate, private lending, syndications, private equity, and other alternative assets?

In this episode of CRE Deep Dive, Dennis Bamford sits down with Mandy Drysdale of IRA Club to discuss how self-directed retirement accounts work, what investors need to know about rollovers, Roth conversions, HSAs, checkbook IRAs, and the hidden opportunities available inside retirement plans.

Mandy shares practical insights on fee transparency, retirement account flexibility, investor education, and common misconceptions surrounding self-directed investing.

• What a self-directed IRA actually is
• How 401(k) rollovers work
• Traditional vs Roth IRA strategies
• How HSAs can become powerful investing vehicles
• The truth about checkbook IRAs
• Non-recourse loans explained
• Self-directed investing opportunities in real estate
• Common mistakes investors make

[00:00] Introduction [02:15] Mandy's background and journey [07:45] What is a self-directed IRA? [14:10] Old 401(k)s vs current employer plans [22:05] Contribution limits and rollover rules [28:30] Understanding IRA Club fees [39:20] iFlip AI investing platform [46:00] Retirement account options and HSAs [53:15] Roth strategies and youth Roth IRAs [57:00] Checkbook IRAs and compliance [59:00] Final thoughts and special offer

Mandy Drysdale combines a background in financial advising and education to help investors better understand retirement account strategies through IRA Club.

Schedule a call: Click me!