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In the truest sense, freedom cannot be bestowed; it must be achieved.

These words, spoken by Franklin D. Roosevelt, could not be truer today. This also rings true when it comes to financial freedom. With a self-directed retirement plan, you control the return on your investment by directing your own investment decisions. It’s a way to hedge against stock market volatility and invest in things you know and understand.
If you have funds in an existing IRA that only allows for investment in stocks, bonds, and other publicly traded assets, you can transfer those funds to a self-directed account and invest in things like real estate, private equity, notes, hedge funds and precious metals.
This goes for women, too! While we have traditionally seen the majority of self-directed investors to be male, there is a tremendous opportunity for women to take control of their financial futures.

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Need to get in touch with us or have a basic question about your account?

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Promissory Notes and Loan Investments with a Self Directed IRA

  • A self directed IRA may loan money to non-disqualified persons as an investment. An IRA cannot loan money to the IRA owner or family members of the IRA owner as they are disqualified persons.
  • The loan from the IRA may be secured by real estate or other assets or may also be un-secured.
  • Un-secured loans can be risky investments for an IRA, and the IRA owner must closely evaluate the borrower’s credit worthiness.
  • Equity participation notes, where the IRA gets a share of profits from a loan, can result in UBIT tax to the IRA.

Source: “The Self Directed IRA Handbook” – Mat Sorensen, Attorney at Law

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