ICYMI Confessions of a Former IRA Specialist: Smart Moves for SDIRA Investors

Sometimes, the most valuable insights come from those who have lived the journey themselves. That’s exactly what attendees experienced in our recent IRA Café Webinar, when Haley Gant, real estate expert and mortgage loan originator with Elite Mountain Mortgage (powered by Nexa Mortgage), joined us for an inspiring, practical conversation about building wealth through real estate with a Self-Directed IRA.
Haley’s story began long before her professional career. Having grown up in a family of real estate investors, she saw firsthand the opportunities and the responsibilities that come with property ownership. In this webinar, she shared how those early lessons shaped her approach to helping clients today, whether they’re purchasing their dream home or leveraging retirement funds for strategic investments. With clarity, transparency, and a deep commitment to service, Haley walked us through real-world strategies for using a Roth IRA for private lending and how to structure investments for long-term success.
For those who couldn’t attend live, the replay offers a front-row seat to Haley’s wealth of knowledge. You’ll learn the fundamentals of Self-Directed IRA real estate investing, the key risks to watch for, and the best practices for protecting and growing your portfolio.
If you were unable to attend the live session or want to review the valuable information shared, you can access the full Zoom recording via the link below.
American IRA is dedicated to providing valuable educational resources, and our IRA Café series continues to serve up new webinars every month.
Don’t forget to check out the IRA Café Podcast, where we invite guest experts to share stories, as well as investors’ knowledge and experience. A new episode is released every other Thursday!
You can also visit the events page at americanira.com/events, where we regularly update information about upcoming virtual events, including more webinars like this one. If you have any questions or need assistance, feel free to call American IRA at 866-7500-IRA (472) or email us at Marketing@AmericanIRA.com.
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This presentation is for educational purposes only. American IRA, headquartered in Asheville, North Carolina, is a neutral third-party administrator on behalf of the Custodian, New Vision Trust Company, a state-chartered trust company based in South Dakota, and does not offer investment advice or endorsements. We are not responsible for statements made by others. References to ‘we’ and ‘us’ refer to American IRA. We encourage you to do your due diligence and consult with qualified professionals before making any investment decisions.


