Tax-Advantaged Notes Investing

Beyond the diversification benefits noted by our clients, holding promissory notes within a Self-Directed IRA also may appeal to investors seeking the potential of reliable cash flow. Notes typically come with a predetermined payment amount and interest rate, and thus bypass stock market fluctuations.


Types of Notes Your IRA Can Hold

This guide discusses four types of notes that can be held in your IRA, and terms associated with each.

Interested in learning more? Speak with an Account Representative!

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