Webinar

How to Invest in Private Loans with an IRA (Step by Step)

If you’re looking to generate passive income, predictable returns, with less work from your retirement account, this is a strategy you need to understand. Watch Directed IRA’s VP of Sales, Nate Hare, along with co-host Daniel Tercey, for a training on investing in private loans with your self-directed IRA, HSA, or 401(K)s.

Private loans have become one of the most popular strategies among self-directed investors, but it must be structured correctly to stay compliant. Nate will not only cover the top considerations to buying, selling, and creating loans owned by your self-directed plan(s), but he will go over the step-by-step process on how to do so with Directed IRA.

Date: Tuesday, June 23rdTime: 12:00 PM PT

Register for the Webinar

In this webinar, we’ll cover:

  • How to structure loans using promissory notes and trust deeds

  • Which borrowers and assets your IRA can (and cannot) lend to

  • The prohibited transaction rules that can disqualify your IRA

  • How interest income flows back to your IRA tax-deferred or tax-free

  • Step-by-step process of investing in Notes and Loans.

  • What happens in the event of foreclosure

  • Real client case studies showing how note terms can be structured creatively and predictably

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At Directed IRA, we have helped thousands of investors put over $3 billion into alternative assets including real estate, notes, and private funds, all within tax-advantaged retirement accounts. Our experienced team makes it simple to invest with confidence.
 

Book a call today with a self-directed IRA expert to see how you can start investing in what you know!

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#1 Book
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Mat Sorensen, Attorney, CEO, and Founder of Directed IRA, wrote the #1 book on self-directed IRAs – selling over 50,000 copies nationwide. The Self Directed IRA Handbook is a comprehensive guide written for both investors and advisors alike. Download your free copy today!

By downloading The Self-Directed IRA Handbook, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.