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Self-directed IRA for Capital Raisers with Adam Sypniewski, Episode 54

July 10, 2018

 

Only a novice in the industry, Adam Sypniewski witnessed the benefits of a self-directed IRA in the year 2008. It was the time when investors started pulling their investments from public securities due to the economic downturn. The turn of events shed light on the industry given its leniency over asset diversification in terms of investment. Now, Adam is a senior member of the business development team at Midland IRA, with over 10 years of experience in alternative investments and custody solutions for capital raising advisers, investors, and other financial service providers. On this episode, he shares what is a self-directed IRA, its difference from a traditional IRA, its limitations and qualifications, and how capital raisers can leverage this industry.

 

Key Market Insights

  • Started in the self-directed IRA industry in 2007

  • Benefited from the economic downturn in the year 2008

  • Investors were made aware of the industry due to the adverse valuation of public markets during the downturn

  • Certified self-directed IRA custodian at Midland IRA.

  • Focuses on retirement accounts

  • Self-directed IRA gives autonomy to its investors regarding their investment decisions

  • Asset diversification in self-directed IRA vs traditional IRA

  • Fees expected in opening a self-directed IRA account

  • Qualifications in self-directed IRA: stocks, bonds, real estate, precious metals and more

  • Self-directed IRA limits in investments and people to transact with

  • Custodians role in self-directed IRA is simply to ensure the transaction is qualified

  • How to avoid penalties in self-directed IRA

  • Partnering with yourself and disqualified persons

  • Targets people with existing 401k or IRA account

  • Capital raiser helps identify investors and bring them to custodians

  • Helps syndicators, capital raisers and investment sponsors set up their offering in Midland IRA platform

  • Restricted from connecting investors to syndicators

  • Welcomes multiple investors into an offering in their platform

  • Utilizes Regulation D Database when prospecting

  • Midland IRA now administers private fund custody

 

Bull’s Eye Tips:

Winning Self-directed IRA: Know all your options.

 

Tracking Marketing Changes: Have a good compliance team, and be involved in self-directed IRA communities..

 

Daily Habit: Prospecting, prospecting, prospecting

 

Resources:

IRS 4975

 

Midland IRA Private Fund Custody


Book Recommendation:

Game of Thrones by George R.R. Martin (geopolitics, fantastical history repeats itself if you can believe that)

 

Digital Resources

Prospecting tools - Regulation D Database


 

Tweet This:

“Do some homework on each and every person that you choose to put your money with.” - @MidlandIRAdam

 

“Make sure that you do your homework in terms of who the fund manager is or the investment sponsor. It’s because that person is really taking your livelihood in their hands.” - @MidlandIRAdam

 

“As a sales person, making new connection, engaging new people is your lifeblood.” - @MidlandIRAdam

 

Places to Grab a Bite:

Revival

 

Aloha Poke

 

Connect with Adam:

adam@midlandira.com

www.midlandira.com

 

Leave us a review and rating on iTunes or Stitcher. Be sure to check out more info at TargetMarketInsights.com.

 

 

 

 

 

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