Promissory notes are a type of private lending surrounding a written agreement that accompanies a loan. If you're interested in this popular investment choice, visit our website to learn more about purchasing promissory notes with a Self-Directed IRA: [ Ссылка ]

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SCRIPT
In this video, you’ll learn how to invest in promissory notes with a Self-Directed IRA.
 
Purchasing promissory notes with a Self-Directed IRA is a popular choice among savvy investors. This is due to their potential for steady returns, tax benefits, and their tendency to be low maintenance investments. Adding promissory notes to your retirement portfolio can also potentially offset the impact of inflation.

What are Promissory Notes?
Promissory notes are a type of private lending surrounding a written agreement that accompanies a loan. A legal contract is signed depicting the loan amount and payment due date, and generally includes finer details such as interest rates, repayment schedule, collateral, and any other relevant terms.

What Types of Promissory Notes Can You Invest in?
There are three main kinds of promissory notes accessible through a Self-Directed IRA:
1. Notes Secured by Real Estate – These are promissory notes backed by the borrower’s physical real estate collateral. If the borrower defaults, as the lender, you’re entitled to the property as repayment of the note.
2. Notes Secured by Other Collateral – This involves pledging non-real estate items to the lender. Some examples are factory or farm equipment.
3. Unsecured Promissory Notes – This note does not hold any collateral to secure debt. These typically incur higher interest rates and monthly payments to reduce the risk factor.

What are the Benefits of Investing in a Promissory Note?
The benefits affiliated with investing in a promissory note through a Self-Directed IRA are aplenty. This includes relatively steady returns, growth in a tax-advantaged account, retirement portfolio diversification, and the ability to behave as a passive investor with a generally low-maintenance.

How Can You Invest in a Promissory Note with a Madison Trust Self-Directed IRA?
Open and fund your Self-Directed IRA with Madison Trust. Then, send Madison Trust the necessary documentation: an Investment Authorization Form, the promissory note outlining all pertinent information, and a Security Document of the Loan, such as a Deed of Trust or a Personal Guarantee. Finally, you will instruct Madison Trust to send your funds from your Self-Directed IRA to your promissory note investment.

Looking to game change your retirement investing strategy? Our Self-Directed IRA Specialists can educate you further on promissory notes. Experience exceptional service for your exciting investment opportunities at Madison Trust.
 
(800) 323-9203   
questions@madisontrust.com

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