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Announcement 2

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ASSET CLASS

Private Lending

Your self-directed IRA, 401(k), or Health Savings Account can “be the back” by issuing private loans and collecting interest. Your account can lend money to individuals or businesses or purchase portions of existing loans through third-party platforms.

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AT-A-GLANCE

What should you know about private lending?

You Choose the Terms

Although your account is technically the “lender”, you, as the account holder, have the power to qualify buyers and make final decisions on loan terms, interest rates, etc.

Secured or Unsecured

These are short paragraphs intended to elaborate on the investment class and entice or inform the prospective client further.

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CASE STUDY

Jerry structured a loan with a local investor using his IRA funds.

Jerry used his self-directed IRA account to loan money to a local brewery investor, including negotiating the interest rate, duration of the loan, and security interest.

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How to lend funds with your IRA

OTHER INVESTMENTS

The world is your portfolio.

Why stop at private lending? With a Self-Directed IRA you have the freedom to invest your tax-advantaged retirement funds in the assets you’re most passionate or knowledgeable about. From startups to small businesses to more “out there” opportunities, if you can find it, we will help you fund it.

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EDUCATION CENTER

Want to learn more about Private Lending?

Essential Viewing

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Structured Notes and Private Lending with Your IRA

Private Lending Guide

Private Lending
Investment Guide