Webinar

Private Money Lending in a Self-Directed IRA

If you’re looking to generate passive income and steady returns 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 Private Lending in a Self-Directed IRA.

Private money lending has become one of the most popular strategies among self-directed investors, but it must be structured correctly to stay compliant.

Watch The Replay

We 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
  • 10 key considerations before deploying retirement funds
  • What happens in the event of foreclosure
  • Real client case studies showing how note terms can be structured creatively and predictably
  •  

At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy 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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Self-Directed IRA Getting Started Resources

New to self-directed retirement accounts? These resources are designed to help you understand the fundamentals and get started the right way.

 

Access curated webinars, guides, and educational content covering investment options, account structures, and the rules that govern self-directed IRAs.

 

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Get Access to SDIRA Handbook Resources

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. Get access to your SDIRA Handbook resources today!

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Beginner's Guide:
How to Self-Direct Your IRA

By downloading Beginner's Guide: How to Self-Direct Your IRA, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.

#1 Book
on Self-Directed IRAs

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.