Wednesday, October 21, 2009

Private Lending with Your IRA

You can invest through your IRA with a truly self directed IRA. This method of investing is not well known because no one receives a commission when you invest this way. Therefore, there is no motivation for anyone in the financial services business to educate, advocate or recommend something they can't make money on.

More and more people are asking us about investing in real estate with their IRA.

We think private lending through your IRA is a great way to earn strong returns and capture fantastic tax benefits!

So, here are a few things to consider as you learn about investing in your IRA.

You can invest funds with us from your Traditional and Roth IRAs, many people do.

You will need to open an account with a “Third Party Administrator” (TPA), which acts as custodian of your account - investing the funds as you direct them to do.

If you already have an IRA you will transfer funds from your existing account likely held by a conventional brokerage firm to whichever TPA you choose.

When you conduct a real estate or private lending transaction in your IRA, you will fill out a few very simple forms provided by the TPA to direct the investment.

The TPA, acting as custodian of your account, will also sign all official documents on your behalf.

There are many, but here are several companies you might consider using as a Third Party Administrators:

Equity Trust Company www.TrustETC.com
Entrust Administration www.EnTrustAdmin.com
Pensco Trust Company www.Pensco.com
Guidant Financial www.GuidantFinancial.com


Come to our Free Seminar to Learn More.

A. B. Home Buyers LLC, is not an investment advisor, and is not qualified to provide advice on IRA rules, regulations, or eligibility requirements. Please consult with your tax and investment advisors. We are not affiliated with any of the companies listed and only provide them for informational purposes.

No comments: