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Private Notes and Your IRA

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Over the next few months, I’ll be hosting educational webinars on how to hold notes within your IRA. We will be looking at how to create a note, which documents are needed, and what the closing looks like. The series will also address what makes a good loan, what not to do in a loan, and how you (the IRA holder) can potentially create higher returns with potentially higher security. Later in the series, we’ll talk about pools versus individual loans and how to find discounted notes.

If you’re unfamiliar about the “note business” and therefore never considered it, this webinar series is the perfect forum to find out if it’s right for you. This series is also helpful if you’ve begun to explore alternative ways to use your retirement funds and want to gain more information.

Just think of how many notes you’ve already signed in your life: real estate loans, auto loans, personal loans, student loans. Wouldn’t it have been helpful to understand a bit more about the documents, the process, and what the underwriters look at?

Many individuals have used private money lending to build up their retirement accounts. Now is the time to see if it’s right for you. Register today for our upcoming webinar on “Private Notes and Your IRA.”

Entrust believes that education is the key to success. I hope you’ll join us for this educational series.

By Kimberly Dressel, Entrust Administration, Inc.
kdressel@theentrustgroup.com


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