Most people don’t even realize they can invest their retirement funds outside the stock market.

In this episode of CRE Deep Drive, Dennis Bamford sits down with Matt Moore from CamaPlan to break down how self-directed IRAs actually work and how investors are using them to access real estate, private deals, and alternative investments.

From rollovers and funding strategies to IRS rules and prohibited transactions, this conversation gives you a clear, practical understanding of what’s possible (and what to avoid).

What You’ll Learn:

• What a self-directed IRA is and how it works
• How to roll over funds from a 401k or IRA
• The biggest IRS rules and prohibited transactions
• How real estate investing works inside an IRA
• Passive vs active investing strategies
• How fees compare to traditional advisors

Timestamps: [00:00] Introduction [02:30] What is a self-directed IRA? [06:45] How to fund your IRA (rollovers & transfers) [12:10] IRS rules and penalties explained [18:20] Can you use loans or cash inside an IRA? [25:40] Fees and cost structure [31:15] Prohibited transactions explained [40:10] Real estate investing inside an IRA [46:30] Passive vs active investing strategies [52:00] Final thoughts and resources

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