#141 Self-Directed IRA’s and Mortgage Funds - Kaaren Hall & James Perry


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A Self-Directed IRA is an IRA that can invest alternative assets such as Trust Deeds and Mortgage Funds. This is why on today’s show, Dino invited on the perfect combination of experts to talk about the marriage of this terrific investment vehicle with a fantastic alternative investment. As always, there’s a lot to consider, but when set up properly this type of strategy can yield great results. In this episode Kaaren Hall from UDirect IRA Services and James Perry CEO of Alliance Portfolio discuss:

  • How a Self-Directed IRA works
  • Why Trust Deeds & Mortgage Funds work so well in Self-Directed IRA’s
  • Tax Implications of the Self-Directed IRA
  • What is a Trust Deed & Mortgage Fund
  • What types of property are inside a Mortgage Fund
  • What to expect from your investments
  • much more...

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