Can an IRA Be a Buyer of My Notes?

By |2020-07-22T18:37:30-05:00July 21st, 2020|Featured, Strategy|0 Comments

Selling notes to IRA investors is similar to selling notes to an individual, with one large exception: The self-directed IRA ecosystem lacks direct methods to get in front of account holders. An IRA (whether traditional or Roth, SEP or SIMPLE) can purchase existing notes. So can a Solo 401(k) or an HSA (health savings account). [...]