The Paper Trail

Breaking Down IRAs And 401(k)s In The Note Investing Business With Brian Eastman


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We can only know so much by ourselves in this business that it seems unfortunate that we can’t ever utilize all there is that would make our investing game better. Fortunately, with experts who are ever so willing to educate the rest of us about the complex world of investing, navigating different opportunities when they present themselves could become easier. One of the unfamiliar territories many note investors struggle with is the whole topic of IRAs and solo 401(k)s. In this episode, Chris Seveney invites over Brian Eastman of Safeguard Advisors, a boutique firm specializing in self-directed IRA and 401(k) plans, to share with us his knowledge about these accounts and how we can best leverage them in investing. He compares and contrasts IRAs and 401(k)s, talks about who can best benefit them, and explains the best strategies to use when dealing with your notes. Working towards a secure retirement in the future, Brian then gives out some of the things you need to be aware of with these accounts and advises you to always think for the benefit of the retirement plan.


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The Paper TrailBy Chris Seveney

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