Invest in Promissory Notes/Lending

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4 Key Points To Consider When Investing in Promissory Notes

1: Loan Money to Qualified Persons

A self-directed IRA may loan money to non-disqualified persons as an investment.

2. IRA Cannot Loan to Owner

An IRA cannot loan money to the IRA owner or family members of the IRA owner as they are disqualified persons.

3. Secure or Unsecure

The loan from the IRA may be secured by real estate or other assets or may also be un-secured.

4. Unsecured Loans are Risky

Un-secured loans can be risky investments for an IRA, and the IRA owner must closely evaluate the borrower’s credit worthiness.

Learn More about How to Invest in Promissory Notes/Lending

Self-directed IRAs can invest in promissory notes

EP 10 – Private Lending and Hard Money Loans with a Self-Directed IRA or Solo 401k

Secured versus unsecured, documents involved (note, deed of trust or mortgage), common terms/rates, legal considerations and much more…