Jones Kimball Law Firm PC will help you with your self-directed IRAs, investments and strategies. Self Directed IRAs and other self directed tax deferred vehicles such as 529 plans, medical savings accounts and 401k can be used to fund short-term mortgages for the purchase of real estate.

These types of mortgage backed investments often have a return of 10% or higher and return the IRA owner’s investment and gain in less than 18 months. Where can you find a safe, secure 10% or greater return on your retirement or tax-deferred vehicle? In most cases the IRA owner will only need to complete a few short forms with their current IRA custodian and incur fees of $75 or less.

SELF DIRECTED IRA – PERMITTED INVESTMENTS

• Allowable investments include the following:
• Residential real estate—including apartments, single family homes, and duplexes
• Commercial real estate
• Undeveloped or raw land
• Real estate notes (mortgages and deeds of trusts)
• Promissory notes
• Private limited partnerships, limited liability companies, and C corporations
• Tax lien certificates
• Foreign currencies
• Oil and gas investments
• Publicly traded stocks, bonds, mutual funds
• Private stock offerings, private placements
• Judgments/structured settlements
• Gold bullion
• Car paper
• Factoring investments
• Equipment leasing