Kevin Galang will be joining us to discuss how he is investing in performing notes within a self-directed IRA! We are excited to have Kevin on to share how he is auditing performing notes to determine if they are a good fit for his portfolio in hopes that you can begin investing as well!

Bring your questions regarding everything new promissory notes and existing/performing promissory notes!

Contact us at accounts@mwira.com or 866-377-3311 for more information on how you can establish your self-directed IRA!

Contact Information:
Kevin Galang
kevingalang@gmail.com
510-388-2492

What we covered:
○ How to Find Notes?
○ How Long does a Note be Receiving Payments to be Performing?
○ Who Will You Talk to When You Want to Invest in a Note?

Watch Full Video:

**Videos may not be 100% up to date with IRS due dates. Please reach out at 866-377-3311 or accounts@mwira.com if you have a question regarding the CARES Act Updates

Federal Tax Filing: July 15, 2020 (at time of posting)
Start Tax Filing: Per State (at time of posting)

*DISCLAIMER: Mountain West IRA, Inc. does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.

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Investing in real estate notes can be a lucrative opportunity for individuals who are looking for alternative forms of investment. It is a proven way to earn significant returns while minimizing risks and simultaneously diversifying investment portfolios. Many investors opt for a self-directed individual retirement account (IRA) to explore this investment possibility.

A self-directed IRA grants investors the freedom to steer their retirement savings into investments that are not limited or bound by traditional assets such as stocks, bonds, and mutual funds. With a self-directed IRA, investors can invest in other assets such as real estate notes, tax liens, and even businesses.

Part 2: Tips on how to perform note investing with a self-directed IRA

Investing in real estate notes with a self-directed IRA is quite similar to purchasing them outside of an IRA. However, there are a few additional steps that need to be followed to ensure compliance with IRS regulations.

1. Establish a self-directed IRA: The first step for note investing with a self-directed IRA is to establish an LLC or trust with the help of your IRA custodian. You, as the account holder; or a third-party signer, such as a spouse or business partner, will have to act as the manager of the LLC, With this set up, the LLC or trust’s name will invest in the note, not your IRA account.

2. Identify the right investment: Once you have established a self-directed IRA, the next task is to identify a reliable and trustworthy note investment. You can source notes through brokers, real estate agents, or even online. Research the note’s current value, borrower’s performance, and other measures like the loan-to-value ratio (LTV) before investing.

3. Complete the transaction: Once you have identified the appropriate note, you will need to execute the transaction via the LLC. The LLC will be the title holder of the note, which means that all payments for the note should be made to the LLC or trust rather than going directly to your self-directed IRA account.

4. Monitor and manage the investment: Once the transaction is completed, it’s important to keep track of the investment’s performance. Since the LLC holds the note, the earnings get directed towards the LLC or trust account, and it’s the LLC manager’s responsibility to ensure that IRA investment rules and regulations are still being adhered to.

In conclusion, real estate note investing with a self-directed IRA can offer substantial returns and diversification opportunities. Remember, though, that knowledge of the real estate notes market is essential to succeed, and it is always wise to work with an experienced IRA custodian, attorney, and accountant to ensure your investments are sound and are done within legal guidelines.