Self-Directed Private Lending Basics

Self-Directed Private Lending Basics | Leveraging Tax-Advantaged Accounts for Note and Mortgage Investing

Equity Trust Retail Sales Manager John Bowens will cover how loaning funds for real estate-related investments may boost your retirement account.

The webinar reveals:
- The difference between promissory notes and mortgages/deeds of trust
- The process for private lending from your retirement account
- How to complete your investment online, from any device
- Case studies of actual clients who grew their accounts with private lending.

The agenda consists of:
- Self-directed private lending: Introduction
- Case studies that involved private lending with an IRA
- How the self-directed private lending process works
- Due diligence and what to know about the rules surrounding lending money from an IRA

Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.