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businessFeb 18, 20261:27:41pending

Private Money Lending in a Self-Directed IRA

About this episode

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.

For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

Other:

Mat Sorensen: https://matsorensen.com

Mark J. Kohler: https://markjkohler.com/ 

KKOS: https://kkoslawyers.com

Main Street Business https://mainstreetbusiness.com



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Private Money Lending in a Self-Directed IRA

Directed IRA Podcast

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