EPISODE · Feb 18, 2026 · 1H 27M
Private Money Lending in a Self-Directed IRA
from Directed IRA Podcast · host Mat Sorensen and Mark Kohler
If you’re looking to generate passive income and steady returns from your retirement account, this is a strategy you need to understand.Join Directed IRA’s VP of Sales, Nate Hare, along with co-host Daniel Tercey, for a live training on Private Lending in a Self-Directed IRA.Private money lending has become one of the most popular strategies among self-directed investors, but it must be structured correctly to stay compliant.We’ll cover:- How to structure loans using promissory notes and trust deeds- Which borrowers and assets your IRA can (and cannot) lend to- The prohibited transaction rules that can disqualify your IRA- How interest income flows back to your IRA tax-deferred or tax-free- 10 key considerations before deploying retirement funds- What happens in the event of foreclosure- Real client case studies showing how note terms can be structured creatively and predictably At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com
What this episode covers
If you’re looking to generate passive income and steady returns from your retirement account, this is a strategy you need to understand. Join Directed IRA’s VP of Sales, Nate Hare, along with co-host Daniel Tercey, for a live training on Private Lending in a Self-Directed IRA. Private money lending has become one of the most popular strategies among self-directed investors, but it must be structured correctly to stay compliant. We’ll cover: - How to structure loans using promissory notes a...
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Private Money Lending in a Self-Directed IRA
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