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 23rd
Time: 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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Book a call today with a self-directed IRA expert to see how you can start investing in what you know!