Loading Events

« All Events

  • This event has passed.

WEBINAR: Be the Bank – Private Lending with a Self-Directed IRA

October 21, 2016 @ 12:00 pm - 1:00 pm

| Free

Private lending is an increasingly popular investment in IRAs. Your retirement account plays the part that a bank would in extending notes and private mortgages to those seeking funds. The borrower may use this capital to purchase a home or a car, or even turn around and invest the money into something s/he wants to acquire to earn income.

These transactions offer great benefits for all parties involved. Your IRA earns tax-sheltered income on the interest of the loan, and the borrower is able to get needed cash and avoid today’s stringent requirements of mainstream lending institutions. As the IRA owner, you call the shots and get to choose who your IRA lends money to, set the terms of the loan and decide if you’ll extend a secured loan backed by collateral or an unsecured loan with a higher interest rate.

Does this sound interesting?

You’ll learn:

  • the benefits and risks of private lending
  • prohibited transactions and disqualified persons
  • examples of transactions that we have seen at Advanta IRA

Additionally, while lending to an IRA is not as common as lending out of an IRA, we will discuss how an IRA can obtain financing using non-recourse loans and the impact that has on the returns to the IRA.

Watch the recorded webinar!


Advanta IRA


Select an office location for this event
Tampa, FL, Atlanta, GA


Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Start typing and press Enter to search