Our office will be closed on Thursday, November 28, in observance of Thanksgiving. We will reopen on Friday, November 29.
Asset Class
Satisfy demand for capital for those looking beyond banks by originating loans with your self-directed account.
Your account can lend money to individuals and businesses or purchase portions of existing loans through third-party platforms.
At a Glance
Although your account is technically the “lender,” as the account holder, you have the power to qualify buyers and make final decisions on loan terms and interest rates.
As the account holder, you can negotiate with the borrower to determine whether the loan will have security or not. Typically, security instruments will include a deed of trust, a vehicle title, etc.
Case Study
5 NDTCO Clients partnered their IRAs and created an LLC to open Community Housing for those in need.
Choose the account that’s right for you, and complete your online application in 15 minutes or less.
Prepare your self-directed account for launch by financing your account via contribution, transfer, or rollover.
Qualify your potential borrowers, generate the necessary documents, and issue the loan balance to your borrower.
Other Investments
Why stop at private lending? With a self-directed account, you have the freedom to invest your tax-advantaged retirement funds in the assets you’re most passionate or knowledgeable about.
From start-ups to small businesses, if you can find it, we will help you fund it.
Education Center
