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If you’re looking to generate passive income and steady returns from your retirement account, this is a strategy you need to understand.
Join Directed IRA’s VP of Sales, Nate Hare, along with co-host Daniel Tercey, for a live 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.
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
- 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.
Directed IRA Homepage: https://directedira.com/
Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA
Book a Call: https://directedira.com/appointment/
Other:
Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
By Mat Sorensen and Mark Kohler4.7
163163 ratings
If you’re looking to generate passive income and steady returns from your retirement account, this is a strategy you need to understand.
Join Directed IRA’s VP of Sales, Nate Hare, along with co-host Daniel Tercey, for a live 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.
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
- 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.
Directed IRA Homepage: https://directedira.com/
Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA
Book a Call: https://directedira.com/appointment/
Other:
Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

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