IRA Investing Course 2025 by William Bronchick

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If opening your retirement statement makes you wince, you’re not alone. Most savers focus on contribution limits and mutual-fund menus—yet overlook one of the most powerful levers available to them: self-directed retirement accounts invested in real assets. IRA Investing Course 2025 by William Bronchick shows you how to move beyond traditional, one-size-fits-all portfolios and into a disciplined, compliant approach to real-estate investing with your IRA or 401(k).

Created by William Bronchick, best-selling author, attorney, and veteran investor, this course translates complex rules into step-by-step actions. You’ll learn how to open and operate a self-directed IRA, what investments are permitted, how to avoid prohibited transactions, and which structures (including “checkbook control” setups) can streamline execution—always within the rules. The goal is practical: help you compound returns with repeatable strategies while protecting tax advantages you’ve worked hard to build.

Overview this course

At its core, a self-directed retirement account lets you allocate capital to non-traditional assets—including certain real-estate strategies—without losing the tax benefits of an IRA/401(k). This course gives you a clear operating blueprint:

• Understand the roles of the custodian, administrator, and you (as account owner or plan trustee).

• Select an appropriate account type (Traditional, Roth, SEP, Solo 401(k)) based on your situation.

• Learn the do’s and don’ts: permitted investments, prohibited transactions, disqualified persons, and how to document deals cleanly.

• Explore creative, compliant tactics for real-estate notes, options, partnerships, and non-recourse leverage—so your capital can work harder without breaking rules.

The curriculum mixes legal precision with practical investing workflows: account setup → due diligence → transaction execution → recordkeeping → monitoring. Short videos, a downloadable manual with case studies, and audio sessions make it easy to learn on the go. Editable templates simplify coordination with custodians and service providers.

Why should you choose this course?

• Attorney-led clarity
  Real-estate IRAs live and die by compliance. You’ll learn from an instructor who has navigated thousands of deals and explains the rules in plain English so you can act confidently.

• Built for 2025 realities
  Custodian practices, documentation standards, and market dynamics evolve. This program reflects current pathways to implement self-directed strategies efficiently today.

• From theory to execution
  Instead of abstract lectures, you’ll get checklists, working examples, and step-by-step instructions you can apply immediately—without guesswork.

• Focus on compounding, not gimmicks
  The course emphasizes repeatable tactics—notes, options, partnerships, and select direct investments—grounded in risk controls and rigorous due diligence.

• Risk management baked in
  You’ll learn how to avoid self-dealing, how to structure non-recourse financing properly, what documents belong in every file, and which red flags mean “walk away.”

• Multiple learning formats
  A searchable manual, four training videos, and downloadable audio (including Q&A) let you review concepts at your own pace and share highlights with advisors.

Note: The course provides education—not individualized legal, tax, or investment advice. You’re encouraged to coordinate with qualified professionals in your jurisdiction.

What You’ll Learn

1) Self-Directed IRA & Solo 401(k) Fundamentals

• Account types (Traditional, Roth, SEP, Solo 401(k)) and how contributions, deductions, and distributions differ.

• What “self-directed” actually means, and why choosing the right custodian/administrator matters.

• The transaction lifecycle: initiating an investment, titling assets in the plan’s name, funding through the custodian, and documenting completion.

2) Rules, Definitions, and Guardrails

• Prohibited transactions explained: disallowed services, extensions of credit, and self-dealing pitfalls that can disqualify the entire account.

• Disqualified persons clarified: who they are, why arm’s-length structure is essential, and compliant ways to partner (if any) that start clean from day one.

• UBTI/UBIT and UDFI basics: when unrelated business taxable income can arise and how non-recourse debt interacts with tax considerations.

3) Choosing the Right Custodian (and Why It Matters)

• How to evaluate custodians: asset menus, processing timelines, fee schedules (transaction, asset, and annual), online workflows, and service responsiveness.

• Document checklists custodians typically require for common real-estate transactions (notes, options, LLC interests, tax liens, and more).

• Recordkeeping standards that make audits straightforward.

4) Checkbook Control (When and How to Use It)

• How an IRA-owned LLC (or a Solo 401(k) trust with checkbook authority) can streamline transactions—plus the obligations it places on you.

• Operating agreements, titling conventions, and bank account setup for clean separation from personal funds.

• Best practices to prevent inadvertent prohibited transactions under a checkbook setup.

5) Real-Estate Strategies That Fit Retirement Accounts

• Secured notes & trust deeds: underwrite borrowers, collateral, LTV, and covenants; manage servicing and default remedies.

• Options and option assignments: control opportunities while limiting capital at risk—paperwork, pricing discipline, and exit paths.

• Partnerships & syndication interests: reading PPMs, fees, waterfalls, and when UBTI/UDFI may apply.

• Direct ownership (select cases): when it can make sense, how to structure third-party management and expense payments strictly from the plan.

• Tax-lien/deed investing: due-diligence workflows and county-specific nuances.

6) Leveraging Inside a Retirement Account—Legally

• The mechanics of non-recourse loans to an IRA/LLC: lender expectations, collateralization, and conservative ratios.

• Stress testing deals for rate changes, vacancy, and repair reserves before committing.

• Modeling how modest leverage can affect returns—and when it is not worth the risk.

7) Sourcing, Analyzing, and Closing Deals

• Building a pipeline that matches your account size and risk tolerance.

• A fast-filter due-diligence checklist (title, taxes, insurance, market comps, sponsor quality).

• Closing workflows with custodians: timelines, signature requirements, and avoiding last-minute funding snafus.

8) Compliance in Practice (Avoiding “Gotchas”)

• All expenses and income must flow to and from the plan—no personal payments or benefits; no “sweat equity.”

• Prohibited personal use of plan-owned assets (even one night in a plan-owned vacation property can be disqualifying).

• Documentation you should keep: investment directives, invoices, custodial confirmations, agreements, and annual valuations.

9) Using Retirement Plans Beyond IRAs

• Solo 401(k) basics for owner-operators: higher contribution limits, in-plan lending rules (where applicable), and administrative responsibilities.

• Rollovers and transfers: moving funds from employer plans to self-directed setups without triggering taxes or penalties.

10) Portfolio Design & Risk Controls

• Aligning strategy with horizon: matching illiquidity and cash-flow timing to required minimum distributions (RMDs) or Roth conversion plans.

• Diversifying across deal types and counterparties to avoid concentration risk.

• Setting allocation caps, cash buffers, and re-underwriting schedules on longer-duration investments.

11) Case Studies & “What Would You Do?” Exercises

• A small IRA funding first-lien notes with protective covenants; how defaults were handled.

• An option-to-purchase structure executed via an IRA-owned LLC with clean titling and third-party management.

• A leveraged acquisition illustrating UDFI considerations and file documentation from start to finish.

12) Tools You Receive

• Downloadable course manual with step-by-step checklists and real examples.

• Four audio sessions recorded from a live seminar (including Q&A).

• Template directives, subscription checklists, and valuation prompts you can adapt with your custodian and counsel.

Who Should Take This Course?

• Self-starters who want more control over retirement allocations and are willing to follow rules meticulously.

• Real-estate investors seeking tax-advantaged vehicles to house certain strategies (notes, options, select partnerships).

• Entrepreneurs and freelancers who can benefit from Solo 401(k) flexibility and higher annual limits.

• Long-term planners focused on compounding and downside protection, not day-trading.

• Advisors and financially curious professionals who want to understand how clients can compliantly use retirement accounts in real assets.

• Beginners who need a structured, plain-English introduction—and a checklist-driven way to avoid costly mistakes.

If you value clarity, compliance, and compounding, this program gives you the confidence and the playbook to move from curiosity to action.

Conclusion

The difference between a retirement account that merely exists and one that truly compounds is not a line on your paycheck—it’s the rate of return you earn and the discipline with which you operate. IRA Investing Course 2025 by William Bronchick equips you to use self-directed retirement vehicles the right way: choose the right account and custodian, follow the rules, execute real-estate strategies with professional documentation, and monitor results with a risk-aware mindset. You’ll finish with the knowledge to build a pipeline that fits your goals and the tools to keep every transaction clean, auditable, and within the lines.

Ready to put your retirement capital to work in a smarter, more deliberate way—enroll now and start building a compliant, real-estate-powered retirement strategy.