Midland Trust invites you to their event

2023 04 26 How to Utilize Private Lending from a Self-Directed IRA

About this event

Self-Directed IRAs are powerful tools that can provide investors the flexibility they need to truly diversify their retirement funds. A common strategy that many investors use in a Self-Directed IRA is Private Lending: sending funds to a borrower from your IRA and earning back interest in your tax-deferred IRA.

Join us live on April 26th as Midland explores what you as an investor need to know about Private Lending and how you can utilize this powerful strategy in a Self-Directed IRA. We will navigate the benefits and rules surrounding this strategy so you can walk away with the information you need to get started in your own Self-Directed IRA.

When we are finished, you will understand:

  • What types of retirement accounts qualify
  • Common loan structures
  • Private Lending best practices
  • How the note creation and funding process works in an IRA
  • How your IRA should get paid back principal and interest
  • And more!

Questions are encouraged and will be answered during the webinar.

Can’t attend but would like to? Register and we’ll email you the recorded webinar afterward!

Hosted by

  • Guest speaker
    G
    Sara Brylle Client Services Manager @ Midland Trust

  • Team member
    T
    Steven Placke Senior Associate @ Midland Trust

Midland Trust

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