Daniel Tercey
Manager, Affiliates & Business Development
Daniel Tercey is a Self-Directed IRA Educator with Directed IRA, the fastest growing self-directed IRA company in the country. Founded by tax attorneys Mat Sorensen, and Mark J. Kohler, Daniel has had the opportunity to train directly under the leading authorities of the self-directed IRA industry. Daniel has helped Thousands of investors learn how to take control of their retirement plans, though his public speaking and education. Daniel helps educate people on the ins and outs of buying alternative assets inside their old 401k(s), IRAs, HSAs, and other tax-advantaged plans, with a focus in real estate investing and private lending.
26
Sept. 1, 2026
Are You Breaking These Self-Directed IRA Rules? (Don't Find Out the Hard Way)
A self-directed IRA lets you use old retirement money to buy real estate, fund private loans, and invest in businesses, tax deferred or even tax free. Most investors have never been told this account exists. That old 401(k) from a job you left years ago? It could be working a lot harder for you. In this episode of The Tax Strategy Playbook, I sit down with Daniel Tercey, senior account executive at Directed IRA, to walk through the whole roadmap in plain English. You'll learn what "self-directe...
Guest: Daniel Tercey