Client Only: Buying Assigned Notes with a Self-Directed IRA

Investing in assigned notes can be an effective way to generate passive income within a self-directed IRA—but success depends on proper structure and due diligence. 

In this session, we’ll break down how note assignments work, what to evaluate before purchasing an existing note, and how to properly hold the investment within your IRA. 

You’ll also gain insight into the documentation required, compliance considerations, and common pitfalls that investors should avoid. 

What We’ll Cover: 

• How assigned notes are structured and transferred  

• Key factors to evaluate when purchasing an existing note  

• How to properly title and hold the asset in your IRA  

• Required documentation and compliance considerations  

• Common mistakes and how to avoid them 

Reach out to Sioban Kiley at Misc@MidAtlanticIRA.com for the registration link.