Strategy Groups

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, […]

Not every investment or transaction is allowed inside a self-directed IRA—and understanding the rules is essential to protecting your account.  In this session, we’ll break down the fundamentals of what your IRA can and cannot do, explain prohibited transactions in simple terms, and walk through common real-world scenarios.  You’ll leave with a clearer understanding of how to stay […]