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DTSTART;TZID=America/New_York:20260511T183000
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CREATED:20260418T005901Z
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UID:325255-1778524200-1778529600@www.midatlanticira.com
SUMMARY:Client Only: Buying Assigned Notes with a Self-Directed IRA
DESCRIPTION: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.  \nIn 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.  \nYou’ll also gain insight into the documentation required\, compliance considerations\, and common pitfalls that investors should avoid.  \nWhat We’ll Cover:  \n\nHow assigned notes are structured and transferred  \n\n\nKey factors to evaluate when purchasing an existing note  \n\n\nHow to properly title and hold the asset in your IRA  \n\n\nRequired documentation and compliance considerations  \n\n\nCommon mistakes and how to avoid them \n\n  \nReach out to Sioban Kiley at Misc@MidAtlanticIRA.com for the registration link.
URL:https://www.midatlanticira.com/event/client-only-strategy-group/
CATEGORIES:Strategy Groups
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