Retirement Plan

PURCHASE NOTES WITH YOUR SELF DIRECTED RETIREMENT PLAN

Did you know that you can use self-directed retirement plans, IRA's, SEP's and Qualified Plans including the ROTH IRA, to invest in Mortgages and Trust Deeds? It's a creative way to put your own retirement funds to work and it can be done providing you establish the self-directed account with an administrator whose plans allow these types of investments.

Simply speaking, self-directed accounts allow you to direct your money into investments YOU choose. The administrator doesn't decide for you! The administrator simply carries out your instructions while handling all the administrative details.

More and more Pension Plan Administrators require you to provide your own Note Servicing Provider to handle the record keeping and processing for the mortgages and notes you direct them to invest in. They have found that to handle this themselves is not the most cost effective method for either you, the investor, or the Administrator.

And that's where the Note Servicing Center enters the picture. The Note Servicing Center, a qualified loan service provider, takes care of all the details for a nominal monthly fee. Here are some of the routine services provided at no additional cost.

Processing of trustor/mortgagor (borrowers) payments
Provide monthly statements
"On Line" access to your note portfolio 24/7 using a password protected server
Payment history and Portfolio Analysis
Annual accounting Reports
Government required 1098's and 1099's
And much more (Click here for complete list)

All the profit earned on these investments are returned to your self-directed retirement account to accrue tax deferred, until you begin to take distributions. We will by glad to refer you to an Administrator or Investment Advisor who can show you how to set up your Self Directed Retirement Plan for the purchase of mortgages and trust deeds. For a list of Pension Plan Administrators or Investment Advisors who can set up a plan for you. Just email us. There is no cost or obligation for this service.

 To learn more about purchasing notes with your retirement funds and having the income deposited into your PLAN - contact us by clicking here to request your FREE e-booklet
"Turbo Charge Your Retirement Plan with Real Estate Notes".